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Name Holding Trade Value Shares
Change
Change in
Stake
EI
851
Ellevest Inc
New York
$677K -$189K -1,857 -23%
HWMO
852
Heritage Wealth Management (Ohio)
Ohio
$676K -$15.2K -150 -2%
CFG
853
Citizens Financial Group
Rhode Island
$673K +$51.7K +509 +9%
GSCM
854
Greenfield Seitz Capital Management
Texas
$671K -$10.2K -100 -2%
AIM
855
Allen Investment Management
New York
$671K
HWMG
856
Hurlow Wealth Management Group
Indiana
$668K +$102 +1 +0%
CWM
857
Collaborative Wealth Management
Florida
$665K +$711 +7 +0.1%
WCF
858
West Coast Financial
California
$665K
VT
859
Vise Technologies
New York
$663K +$370K +3,639 +159%
KIA
860
KCM Investment Advisors
California
$663K +$1.93K +19 +0.3%
BWM
861
Biltmore Wealth Management
Arizona
$662K
AP
862
Adero Partners
California
$658K +$17K +167 +3%
ATPW
863
Ashton Thomas Private Wealth
Arizona
$650K +$11.1K +109 +2%
FIA
864
Foundations Investment Advisors
Arizona
$647K +$72.2K +710 +14%
CI
865
Cigna Investments
Connecticut
$642K -$30.7K -302 -5%
CYG
866
Clean Yield Group
Vermont
$640K +$3.96K +39 +0.7%
SCA
867
Snowden Capital Advisors
New York
$638K -$10.7K -105 -2%
BPFA
868
Barnes Pettey Financial Advisors
Mississippi
$634K
SW
869
SkyOak Wealth
Michigan
$633K -$26.1K -257 -4%
CFGS
870
Concourse Financial Group Securities
Alabama
$631K +$85.1K +837 +17%
HCM
871
Howard Capital Management
Georgia
$630K +$343K +3,372 +149%
PFA
872
Pure Financial Advisors
California
$630K +$573K +5,638 New
Simplex Trading
873
Simplex Trading
Illinois
$630K +$553K +5,446 +2,822%
BRWA
874
B. Riley Wealth Advisors
Florida
$628K -$2.24K -22 -0.4%
PL
875
Plancorp LLC
Missouri
$626K +$1.63K +16 +0.3%