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Name Holding Trade Value Shares
Change
Change in
Stake
CWC
426
Carolinas Wealth Consulting
North Carolina
$17K +$16.2K +25 New
PCTC
427
Perkins Coie Trust Company
Washington
$17K +$16.2K +25 New
MAM
428
Meeder Asset Management
Ohio
$16K +$1.3K +2 +9%
EI
429
Ellevest Inc
New York
$15K +$10.4K +16 +267%
SGAM
430
Smith Group Asset Management
Texas
$14K
JCM
431
Jacobi Capital Management
Pennsylvania
$14K +$3.25K +5 +31%
LWCFA
432
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K +$12.3K +19 New
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$12K
AWM
434
Activest Wealth Management
Florida
$9K
EFSCE
435
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
BCH
436
Berkshire Capital Holdings
California
$7K -$19.9M -30,660 -100%
GTAM
437
Global Trust Asset Management
Florida
$7K
PA
438
Parallel Advisors
California
$6K +$5.84K +9 New
MIM
439
Macroview Investment Management
Maryland
$5K +$3.9K +6 +600%
FFG
440
Ford Financial Group
California
$5K +$5.2K +8 New
PFGIA
441
Patriot Financial Group Insurance Agency
Massachusetts
$4K
BAM
442
Bellevue Asset Management
Washington
$3K
EW
443
Evoke Wealth
California
$3K
AssetMark Inc
444
AssetMark Inc
California
$2K -$1.95K -3 -50%
VCM
445
Versant Capital Management
Arizona
$2K -$649 -1 -25%
MGIM
446
M&G Investment Management
United Kingdom
$1.39K +$1.32M +2,040 New
MFT
447
Moisand Fitzgerald Tamayo
Florida
$1K
PO
448
Private Ocean
California
$1K +$649 +1 New
FMP
449
Financial Management Professionals
Texas
$1K +$1.3K +2 New
Nisa Investment Advisors
450
Nisa Investment Advisors
Missouri
$737 -$64.9K -100 -8%