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Name Holding Trade Value Shares
Change
Change in
Stake
LF
251
Lee Financial
Texas
$8.26K
C
252
Covestor
United Kingdom
$8K
GWS
253
Glassman Wealth Services
Virginia
$7.8K
EI
254
Ellevest Inc
New York
$7.58K +$936 +22 +15%
EWA
255
EverSource Wealth Advisors
Alabama
$6.7K
ASN
256
Advisory Services Network
Georgia
$6.2K
WBC
257
West Branch Capital
Massachusetts
$5.97K
SI
258
Stephens Inc
Arkansas
$5.74K +$1.75K +41 +49%
BAM
259
Belpointe Asset Management
Nevada
$5.6K
QL
260
Quarry LP
New York
$5.1K +$4.72K +111 New
TWA
261
TCI Wealth Advisors
Arizona
$4.41K +$4.04K +95 +9,500%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$4.27K -$1.02K -24 -21%
CSPIA
263
Cary Street Partners Investment Advisory
Virginia
$3.21K
PPC
264
Park Place Capital
Alabama
$3.21K
FRA
265
Front Row Advisors
California
$3K
WAS
266
Winch Advisory Services
Wisconsin
$3K
BAAM
267
Baker Avenue Asset Management
California
$2.75K
BIA
268
Bell Investment Advisors
California
$2.16K -$1.32K -31 -40%
PVH
269
Psagot Value Holdings
Israel
$2K +$1.87K +44 New
Pacer Advisors
270
Pacer Advisors
Pennsylvania
$1.97K +$128 +3 +8%
MCM
271
Manchester Capital Management
Vermont
$1.84K +$894 +21 +111%
VCM
272
Versant Capital Management
Arizona
$1.51K -$1.11K -26 -44%
IAIM
273
International Assets Investment Management
Florida
$1.28K +$1.19K +28 New
MIA
274
Milestone Investment Advisors
Wisconsin
$1.19K +$1.11K +26 New
CAL
275
Capital Advisors Ltd
Ohio
$1K