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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
2201
BSW Wealth Partners
Colorado
$3.98M +$3.48M +54,160 New
EI
2202
Ellevest Inc
New York
$3.98M +$539K +8,384 +18%
NPP
2203
New Potomac Partners
Maryland
$3.97M -$47.6K -740 -1%
OIM
2204
Opus Investment Management
Massachusetts
$3.96M
KHLMTHM
2205
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.96M
CPSC
2206
Carl P. Sherr & Co
Massachusetts
$3.96M +$3.47M +53,920 New
JSMC
2207
Jess S. Morgan & Co
California
$3.95M +$3.46M +53,856 New
W
2208
WealthOne
New York
$3.94M +$67.4K +1,048 +2%
HIM
2209
HawsGoodwin Investment Management
Tennessee
$3.94M +$3.45M +53,692 New
MA
2210
Modus Advisors
Minnesota
$3.94M +$3.45M +53,656 New
AIC
2211
Archer Investment Corporation
Indiana
$3.93M +$226K +3,512 +7%
MCM
2212
MV Capital Management
Maryland
$3.92M +$177K +2,748 +5%
BSAM
2213
Blue Square Asset Management
New York
$3.92M -$588K -9,140 -15%
BCM
2214
Bienville Capital Management
New York
$3.91M
Loomis, Sayles & Company
2215
Loomis, Sayles & Company
Massachusetts
$3.91M -$743K -11,556 -18%
HPWM
2216
Highland Private Wealth Management
Washington
$3.91M -$55.1K -856 -2%
22CM
2217
20/20 Capital Management
California
$3.91M +$3.09M +48,044 New
LMAM
2218
Legg Mason Asset Management
Japan
$3.9M -$757K -11,764 -18%
FWM
2219
Fairhaven Wealth Management
Illinois
$3.9M -$125K -1,940 -4%
HAS
2220
HBW Advisory Services
California
$3.89M +$3.36M +52,204 New
FUBT
2221
First United Bank & Trust
Maryland
$3.88M -$18.3K -284 -0.5%
AWA
2222
Alaska Wealth Advisors
Alaska
$3.88M +$3.4M +52,880 New
SFG
2223
StrategIQ Financial Group
Indiana
$3.87M +$12.6K +196 +0.4%
NFG
2224
Norris Financial Group
South Carolina
$3.87M +$3.39M +52,680 New
AIM
2225
Alhambra Investment Management
Florida
$3.87M +$3.39M +52,680 New