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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
501
Focused Wealth Management
New York
$44K -$41.4K -271 -47%
Acadian Asset Management
502
Acadian Asset Management
Massachusetts
$44K +$47.4K +310 New
WWMSC
503
Wagner Wealth Management (South Carolina)
South Carolina
$43K +$2.29K +15 +5%
MSFP
504
Mark Sheptoff Financial Planning
Connecticut
$43K +$45.8K +300 New
OC
505
Oakworth Capital
Alabama
$43K +$45.8K +300 New
KFS
506
Kelly Financial Services
Massachusetts
$38.5K +$18K +118 +78%
LJHT
507
Laurie J. Hall Trustee
$38K
Credit Agricole
508
Credit Agricole
France
$33K
MA
509
Montag & Associates
Georgia
$33K +$30.6K +200 +667%
HI
510
Hudock Inc
Pennsylvania
$32K
EI
511
Ellevest Inc
New York
$32K +$25.4K +166 +277%
RIM
512
Rockbridge Investment Management
New York
$26K +$28.3K +185 New
1IA
513
1834 Investment Advisors
Wisconsin
$25K +$26.7K +175 New
TFGT
514
TS Financial Group (TSFG)
Illinois
$24K -$35.1K -230 -58%
AA
515
Ancora Advisors
Ohio
$24K
PFGIA
516
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$26K +170 New
FRA
517
Front Row Advisors
California
$23K
CWA
518
Clearview Wealth Advisors
Oregon
$19K -$4.13K -27 -17%
RA
519
Rise Advisors
New York
$18.6K +$19.9K +130 New
HFS
520
Hantz Financial Services
Michigan
$18K -$98.3K -643 -84%
BFC
521
Bedel Financial Consulting
Indiana
$18K -$26.7K -175 -58%
TFM
522
TFC Financial Management
Massachusetts
$18K +$15.7K +103 +412%
RPCONE
523
Retirement Planning Company of New England
Rhode Island
$18K +$19.9K +130 New
AIM
524
Anchor Investment Management
South Carolina
$17.9K +$15.3K +100 +400%
EARNEST Partners
525
EARNEST Partners
Georgia
$16K +$16.8K +110 New