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Name Holding Trade Value Shares
Change
Change in
Stake
EI
1301
Ellevest Inc
New York
$420K +$83K +427 +25%
DWMG
1302
DB Wealth Management Group
California
$418K +$777 +4 +0.2%
PP
1303
Patron Partners
Texas
$418K +$116K +595 +39%
MFG
1304
Magnus Financial Group
New York
$416K +$389 +2 +0.1%
F
1305
F3Logic
Minnesota
$416K +$24.5K +126 +6%
FMB
1306
Field & Main Bank
Kentucky
$414K -$1.94K -10 -0.5%
AWE
1307
Avidian Wealth Enterprises
Texas
$413K -$19K -98 -4%
LBC
1308
Lawrence B. Cohen
$412K
LNWTC
1309
Laird Norton Wetherby Trust Company
Washington
$410K -$66.3K -341 -14%
FAM
1310
Fenimore Asset Management
New York
$409K
PA
1311
PFG Advisors
Arizona
$408K -$8.36K -43 -2%
ECM
1312
Evergreen Capital Management
Washington
$408K +$29.9K +154 +8%
WA
1313
Waverly Advisors
Alabama
$406K +$194 +1 +0.1%
PPP
1314
Private Portfolio Partners
New Jersey
$404K +$3.5K +18 +0.9%
WANY
1315
Wealthspire Advisors (New York)
New York
$403K -$1.18M -6,089 -75%
SFFS
1316
Stonehage Fleming Financial Services
Jersey
$402K
BOM
1317
Bank of Marin
California
$399K
WG
1318
Welch Group
Alabama
$399K +$32.1K +165 +9%
BFA
1319
Brendel Financial Advisors
New Hampshire
$397K -$23.3K -120 -6%
PC
1320
Permanens Capital
New York
$397K
SIM
1321
Spark Investment Management
New York
$397K
AFG
1322
Albion Financial Group
Utah
$397K +$389K +2,000 New
TC
1323
Trust Company
Kansas
$394K -$52.7K -271 -12%
SIC
1324
Shoker Investment Counsel
Ohio
$394K +$1.94K +10 +0.5%
RM
1325
Resource Management
Louisiana
$394K +$97.4K +501 +34%