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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
526
Asset Dedication LLC
California
$86K
WT
527
Washington Trust
Rhode Island
$85K +$55.3K +331 +195%
VCG
528
Vantage Consulting Group
Virginia
$85K +$82.9K +496 New
BWM
529
Birchcreek Wealth Management
Ohio
$82K +$80.2K +480 New
AF
530
Advisornet Financial
Minnesota
$78K +$1.67K +10 +2%
EI
531
Ellevest Inc
New York
$75K -$47.1K -282 -39%
EP
532
Eudaimonia Partners
Tennessee
$75K -$334 -2 -0.5%
Parallax Volatility Advisers
533
Parallax Volatility Advisers
California
$74K +$72.5K +434 New
CCC
534
Crescent Capital Consulting
Louisiana
$73K +$71.9K +430 New
NSIM
535
North Star Investment Management
Illinois
$68K
CFD
536
Creative Financial Designs
Indiana
$58K
NIM
537
NuWave Investment Management
New Jersey
$58K +$55.7K +333 +6,660%
CIA
538
CSat Investment Advisory
Michigan
$57K -$28.9K -173 -34%
TIM
539
Tortoise Investment Management
New York
$57K
CT
540
Caldwell Trust
Florida
$57K
SFPG
541
Stonebridge Financial Planning Group
Florida
$56K -$16.7K -100 -24%
Jones Financial Companies
542
Jones Financial Companies
Missouri
$55K +$53.3K +319 New
VRM
543
Vectors Research Management
New York
$53K +$51.8K +310 New
BCWM
544
Bartlett & Co Wealth Management
Ohio
$51.3K
BC
545
Bartlett & Co
Ohio
$51K
PA
546
Parallel Advisors
California
$48K -$14.9K -89 -24%
WB
547
Webster Bank
Connecticut
$47K
FMT
548
First Mercantile Trust
Tennessee
$41K -$5.68K -34 -12%
FFA
549
Freedman Financial Associates
Massachusetts
$37K +$36.1K +216 New
CFFP
550
Center for Financial Planning
Michigan
$36K