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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
Mattern Wealth Management
Kansas
$347K +$77.6K +1,318 +27%
OFS
827
OneAscent Financial Services
Alabama
$346K +$32.6K +554 +10%
EARNEST Partners
828
EARNEST Partners
Georgia
$341K -$6.42K -109 -2%
IF
829
Insight Folios
North Carolina
$341K +$8.18K +139 +2%
FFMBT
830
First Farmers & Merchants Bank Trust
Tennessee
$340K
EWM
831
Empirical Wealth Management
Washington
$339K -$63.7K -1,082 -15%
PP
832
Paloma Partners
Connecticut
$339K -$28.2K -479 -7%
AIM
833
Allen Investment Management
New York
$337K
WAP
834
Wealthcare Advisory Partners
Pennsylvania
$336K +$3.35K +57 +1%
TSS
835
Two Sigma Securities
New York
$335K -$129K -2,189 -27%
BPFA
836
Barnes Pettey Financial Advisors
Mississippi
$335K -$127K -2,150 -26%
BIA
837
BHK Investment Advisors
Alabama
$335K -$31.4K -534 -8%
RCM
838
RNC Capital Management
California
$332K -$59 -1 -0%
CWM
839
Collaborative Wealth Management
Florida
$331K -$1.18K -20 -0.3%
KIA
840
KCM Investment Advisors
California
$330K
PP
841
Patten & Patten
Tennessee
$329K
RIA
842
Richwood Investment Advisors
Ohio
$328K
FRA
843
Frank Rimerman Advisors
California
$327K
EI
844
Ellevest Inc
New York
$325K +$116K +1,969 +52%
BHWM
845
Bar Harbor Wealth Management
New Hampshire
$323K -$146K -2,480 -30%
GCP
846
GSA Capital Partners
United Kingdom
$321K -$54.6K -928 -14%
CAM
847
Congress Asset Management
Massachusetts
$321K -$10.6K -180 -3%
First Manhattan
848
First Manhattan
New York
$321K
CST
849
Charles Schwab Trust
Nevada
$320K
PB
850
Pinnacle Bancorp
Nebraska
$320K