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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Accel Wealth Management
Iowa
$52K +$129 +1 +0.2%
CFFP
702
Center for Financial Planning
Michigan
$44K – – –
CI
703
CX Institutional
Indiana
$42K +$129 +1 +0.3%
AWM
704
Atticus Wealth Management
Florida
$41K +$5.15K +40 +14%
SBL
705
Sargent Bickham Lagudis
Colorado
$40K – – –
MPWT
706
MassMutual Private Wealth & Trust
Connecticut
$40K +$34.4K +267 +504%
EI
707
Ellevest Inc
New York
$39K +$772 +6 +2%
CB
708
CNB Bank
Pennsylvania
$37K – – –
CCC
709
Crescent Capital Consulting
Louisiana
$37K – – –
HCP
710
Hexagon Capital Partners
Arkansas
$37K – – –
IUHSA
711
Itau Unibanco Holding S.A.
Brazil
$37K +$38.5K +299 New
SSC
712
Syverson Strege & Co
Iowa
$36K – – –
BCA
713
Berman Capital Advisors
Georgia
$35K +$1.16K +9 +3%
CYG
714
Clean Yield Group
Vermont
$32K – – –
LC
715
Lindbrook Capital
California
$32K – – –
POIA
716
Pin Oak Investment Advisors
Texas
$32K – – –
BIA
717
Bell Investment Advisors
California
$32K +$33.2K +258 New
TIM
718
Tortoise Investment Management
New York
$30K – – –
SWA
719
SOA Wealth Advisors
New York
$29K -$386 -3 -1%
KIG
720
Kowal Investment Group
Wisconsin
$29K +$30K +233 New
FPFS
721
First Personal Financial Services
North Carolina
$28K – – –
GAM
722
Gemmer Asset Management
California
$28K – – –
MFT
723
Moisand Fitzgerald Tamayo
Florida
$28K – – –
GWM
724
Geneos Wealth Management
Colorado
$26K – – –
PFBT
725
Parkside Financial Bank & Trust
Missouri
$26K +$4.12K +32 +18%