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Name Holding Trade Value Shares
Change
Change in
Stake
ZB
1401
Zions Bancorporation
Utah
$124K -$1.6K -14 -1%
FWM
1402
Filbrandt Wealth Management
Wisconsin
$123K +$14.4K +126 +14%
SIAS
1403
Shine Investment Advisory Services
Colorado
$122K
PIMG
1404
Patriot Investment Management Group
Tennessee
$120K +$114K +1,002 New
KPCM
1405
Kings Point Capital Management
New York
$120K
MWA
1406
Moser Wealth Advisors
Washington
$120K
EWM
1407
Edge Wealth Management
New York
$120K +$79.3K +695 +226%
EI
1408
Ellevest Inc
New York
$119K +$7.19K +63 +7%
FCA
1409
FinTrust Capital Advisors
South Carolina
$108K -$95.2K -834 -48%
RDWM
1410
Red Door Wealth Management
Tennessee
$106K +$2.85K +25 +3%
DI
1411
Disciplined Investments
Oklahoma
$105K -$114 -1 -0.1%
PA
1412
Perennial Advisors
New York
$103K -$204K -1,790 -68%
FCM
1413
Firestone Capital Management
Florida
$103K
JFL
1414
Jarislowsky, Fraser Ltd
Quebec, Canada
$100K -$254K -2,225 -73%
SQA
1415
Simon Quick Advisors
New Jersey
$98K -$2.97K -26 -3%
SC
1416
Skylands Capital
Wisconsin
$96K -$411K -3,600 -82%
PO
1417
Private Ocean
California
$95K
OC
1418
Oakworth Capital
Alabama
$94K
AWM
1419
Atticus Wealth Management
Florida
$94K +$1.25K +11 +1%
AIC
1420
Archer Investment Corporation
Indiana
$93.4K +$9.59K +84 +12%
MWA
1421
MFA Wealth Advisors
Pennsylvania
$86.8K +$82.6K +724 New
HI
1422
Hudock Inc
Pennsylvania
$83K +$26.9K +236 +51%
VCM
1423
Vigilant Capital Management
Maine
$83K +$28.1K +246 +55%
LWM
1424
Lenox Wealth Management
Ohio
$79K +$5.14K +45 +7%
TL
1425
TrueWealth LLC
Georgia
$77K -$22.8K -200 -24%