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Name Holding Trade Value Shares
Change
Change in
Stake
DAC
1201
Dividend Assets Capital
South Carolina
$87K
First Manhattan
1202
First Manhattan
New York
$86K
SFFS
1203
Stonehage Fleming Financial Services
Jersey
$85K -$51.1K -350 -36%
PO
1204
Private Ocean
California
$84K -$149K -1,020 -63%
TC
1205
TAP Consulting
Missouri
$84K +$89.1K +610 New
LFA
1206
Level Financial Advisors
New York
$83K +$87.7K +600 New
CA
1207
Cornerstone Advisory
Maryland
$81K +$86.2K +590 New
CBT
1208
Central Bank & Trust
Kentucky
$80K
LWP
1209
Lumature Wealth Partners
Georgia
$80K
PMFA
1210
Plante Moran Financial Advisors
Michigan
$79K -$30.7K -210 -27%
EWA
1211
EverSource Wealth Advisors
Alabama
$79K +$83.3K +570 New
BWA
1212
BDO Wealth Advisors
Florida
$74K
EI
1213
Ellevest Inc
New York
$74K
TWM
1214
Tradition Wealth Management
Minnesota
$73K +$27.8K +190 +56%
OF
1215
Outfitter Financial
Maine
$73K +$77.4K +530 New
SFM
1216
Signet Financial Management
New Jersey
$73K +$77.4K +530 New
MGIM
1217
M&G Investment Management
United Kingdom
$72.4K +$294K +2,010 +0.4%
GWS
1218
Glassman Wealth Services
Virginia
$72K -$121K -830 -61%
MFA
1219
McClarren Financial Advisors
Pennsylvania
$72K
RCM
1220
Raleigh Capital Management
North Carolina
$72K +$76K +520 New
OAJ
1221
Ogorek Anthony Joseph
New York
$71K
HCM
1222
Highlander Capital Management
New Jersey
$69K
IPW
1223
IronBridge Private Wealth
Texas
$69K
EWM
1224
Elmwood Wealth Management
California
$69K +$73.1K +500 New
GI
1225
GS Investments
Minnesota
$67K