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Name Holding Trade Value Shares
Change
Change in
Stake
TF
1201
TimeScale Financial
Massachusetts
$99K +$2.92K +20 +3%
C
1202
Covestor
United Kingdom
$97K +$102K +700 New
HNWAG
1203
High Net Worth Advisory Group
Florida
$97K +$102K +700 New
MA
1204
MUFG Americas
New York
$96K +$102K +700 New
RIM
1205
Rockbridge Investment Management
New York
$92K – – –
CI
1206
Carroll Investors
South Carolina
$88K +$95K +650 New
DAC
1207
Dividend Assets Capital
South Carolina
$87K – – –
First Manhattan
1208
First Manhattan
New York
$86K – – –
SFFS
1209
Stonehage Fleming Financial Services
Jersey
$85K -$51.1K -350 -36%
PO
1210
Private Ocean
California
$84K -$149K -1,020 -63%
TC
1211
TAP Consulting
Missouri
$84K +$89.1K +610 New
LFA
1212
Level Financial Advisors
New York
$83K +$87.7K +600 New
CA
1213
Cornerstone Advisory
Maryland
$81K +$86.2K +590 New
CBT
1214
Central Bank & Trust
Kentucky
$80K – – –
LWP
1215
Lumature Wealth Partners
Georgia
$80K – – –
PMFA
1216
Plante Moran Financial Advisors
Michigan
$79K -$30.7K -210 -27%
EWA
1217
EverSource Wealth Advisors
Alabama
$79K +$83.3K +570 New
BWA
1218
BDO Wealth Advisors
Florida
$74K – – –
EI
1219
Ellevest Inc
New York
$74K – – –
TWM
1220
Tradition Wealth Management
Minnesota
$73K +$27.8K +190 +56%
OF
1221
Outfitter Financial
Maine
$73K +$77.4K +530 New
SFM
1222
Signet Financial Management
New Jersey
$73K +$77.4K +530 New
GWS
1223
Glassman Wealth Services
Virginia
$72K -$121K -830 -61%
MFA
1224
McClarren Financial Advisors
Pennsylvania
$72K – – –
RCM
1225
Raleigh Capital Management
North Carolina
$72K +$76K +520 New