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Name Holding Trade Value Shares
Change
Change in
Stake
CI
701
CX Institutional
Indiana
$42K +$129 +1 +0.3%
AWM
702
Atticus Wealth Management
Florida
$41K +$5.15K +40 +14%
SBL
703
Sargent Bickham Lagudis
Colorado
$40K
MPWT
704
MassMutual Private Wealth & Trust
Connecticut
$40K +$34.4K +267 +504%
EI
705
Ellevest Inc
New York
$39K +$772 +6 +2%
CB
706
CNB Bank
Pennsylvania
$37K
CCC
707
Crescent Capital Consulting
Louisiana
$37K
HCP
708
Hexagon Capital Partners
Arkansas
$37K
IUHSA
709
Itau Unibanco Holding S.A.
Brazil
$37K +$38.5K +299 New
SSC
710
Syverson Strege & Co
Iowa
$36K
BCA
711
Berman Capital Advisors
Georgia
$35K +$1.16K +9 +3%
CYG
712
Clean Yield Group
Vermont
$32K
LC
713
Lindbrook Capital
California
$32K
POIA
714
Pin Oak Investment Advisors
Texas
$32K
BIA
715
Bell Investment Advisors
California
$32K +$33.2K +258 New
TIM
716
Tortoise Investment Management
New York
$30K
SWA
717
SOA Wealth Advisors
New York
$29K -$386 -3 -1%
KIG
718
Kowal Investment Group
Wisconsin
$29K +$30K +233 New
FPFS
719
First Personal Financial Services
North Carolina
$28K
GAM
720
Gemmer Asset Management
California
$28K
MFT
721
Moisand Fitzgerald Tamayo
Florida
$28K
GWM
722
Geneos Wealth Management
Colorado
$26K
PFBT
723
Parkside Financial Bank & Trust
Missouri
$26K +$4.12K +32 +18%
BFC
724
Bedel Financial Consulting
Indiana
$25K
CAL
725
Capital Analysts LLC
Pennsylvania
$25K