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Name Holding Trade Value Shares
Change
Change in
Stake
VRM
701
Vectors Research Management
New York
$51K
TCWM
702
Total Clarity Wealth Management
Illinois
$50K +$52.7K +798 New
RDFA
703
Ritter Daniher Financial Advisory
Ohio
$49K
TCWA
704
Ten Capital Wealth Advisors
Washington
$46K
PFBT
705
Parkside Financial Bank & Trust
Missouri
$46K +$5.02K +76 +12%
MGIM
706
M&G Investment Management
United Kingdom
$45.4K -$1.03M -15,544 -2%
FPS
707
Fieldpoint Private Securities
Connecticut
$44K -$3.7K -56 -7%
EI
708
Ellevest Inc
New York
$43K +$22.4K +340 +101%
EL
709
EMFO LLC
Florida
$42K +$43.6K +660 New
IFAM
710
Institutional & Family Asset Management
Colorado
$39K +$264 +4 +0.6%
HCM
711
Horrell Capital Management
Arkansas
$38K
RAM
712
Riggs Asset Management
Pennsylvania
$38K +$39.6K +600 New
JWM
713
Janiczek Wealth Management
Colorado
$37K +$264 +4 +0.7%
MG
714
MilWealth Group
Wisconsin
$36.4K
CBT
715
CoreFirst Bank & Trust
Kansas
$32K
GWS
716
Glassman Wealth Services
Virginia
$31K +$3.17K +48 +11%
EWM
717
Evermay Wealth Management
Virginia
$30K
PCM
718
Penserra Capital Management
California
$30K +$11.2K +170 +55%
CWA
719
Clearview Wealth Advisors
Oregon
$29K
LCM
720
Logan Capital Management
Pennsylvania
$28K
LJHT
721
Laurie J. Hall Trustee
$27K
CFA
722
Carroll Financial Associates
North Carolina
$27K +$1.58K +24 +6%
WQ
723
Wealth Quarterback
New Jersey
$26K +$264 +4 +1%
WAM
724
Wolverine Asset Management
Illinois
$25K -$8.53M -129,262 -100%
EIM
725
Essex Investment Management
Massachusetts
$25K