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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
376
Raleigh Capital Management
North Carolina
$17K +$15.9K +275 New
MHR
377
Matthew Hamilton Rosenberg
$16K
DAC
378
Dividend Assets Capital
South Carolina
$15K
SPIA
379
Steward Partners Investment Advisory
New York
$15K
EI
380
Ellevest Inc
New York
$15K +$232 +4 +2%
Bessemer Group
381
Bessemer Group
New Jersey
$15K +$4.29K +74 +47%
CSB
382
City State Bank
Iowa
$13K
OC
383
Oakworth Capital
Alabama
$13K
GAM
384
Gemmer Asset Management
California
$12K
C
385
Covestor
United Kingdom
$12K +$4.92K +85 +77%
WA
386
Win Advisors
Florida
$12K +$11.5K +198 New
GA
387
GoalVest Advisory
New York
$11K +$10.4K +180 New
ST
388
Smithfield Trust
Pennsylvania
$9K
IRC
389
Investors Research Corp
Georgia
$8K
PFS
390
Prospera Financial Services
Texas
$8K +$6.95K +120 New
MCM
391
Manchester Capital Management
Vermont
$7K +$405 +7 +7%
PWC
392
PYA Waltman Capital
Tennessee
$7K +$6.02K +104 New
FPS
393
Fieldpoint Private Securities
Connecticut
$6K -$4.63K -80 -44%
MWM
394
Mascoma Wealth Management
New Hampshire
$6K
DWA
395
Delos Wealth Advisors
Texas
$5K
NIC
396
Northwest Investment Counselors
Oregon
$5K
APA
397
American Portfolios Advisors
New York
$4K +$1.1K +19 +42%
LC
398
Lindbrook Capital
California
$4K -$1.79K -31 -34%
VCM
399
Versant Capital Management
Arizona
$4K
GI
400
Gradient Investments
Minnesota
$4K +$3.42K +59 New