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Name Holding Trade Value Shares
Change
Change in
Stake
EI
301
Ellevest Inc
New York
$612K -$12.8K -246 -3%
CCIA
302
Campbell & Co Investment Adviser
Maryland
$608K +$456K +8,798 New
WPC
303
Wedmont Private Capital
Pennsylvania
$598K +$6.69K +129 +2%
BCI
304
Brinker Capital Investments
Pennsylvania
$598K +$448K +8,649 New
EF
305
Empowered Funds
Pennsylvania
$591K -$430K -8,302 -49%
TWC
306
TD Waterhouse Canada
Ontario, Canada
$584K -$28.6K -552 -6%
IFPG
307
Intrepid Financial Planning Group
Indiana
$577K
CWM
308
Congress Wealth Management
Massachusetts
$567K +$425K +8,200 New
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$560K
GA
310
GraniteShares Advisors
New York
$554K +$415K +8,007 New
IFWM
311
Institute for Wealth Management
Colorado
$543K
MC
312
Machina Capital
France
$532K +$399K +7,693 New
SCM
313
Sterling Capital Management
North Carolina
$517K -$359K -6,931 -48%
RS
314
Rakuten Securities
Japan
$516K +$245K +4,727 +172%
SPIA
315
Steward Partners Investment Advisory
New York
$516K +$248K +4,780 +178%
FFM
316
Forum Financial Management
Illinois
$516K -$5.08K -98 -1%
KPWS
317
Kestra Private Wealth Services
Texas
$510K +$77.4K +1,492 +25%
SAM
318
Shell Asset Management
Netherlands
$505K -$68.3K -1,318 -15%
ECM
319
Everence Capital Management
Indiana
$500K
OIM
320
Oder Investment Management
California
$498K -$10.3K -198 -3%
UCFA
321
United Capital Financial Advisors
Texas
$488K +$17.1K +329 +5%
GWMR
322
GC Wealth Management RIA
Massachusetts
$485K +$364K +7,012 New
SC
323
Shearwater Capital
Colorado
$484K
Capstone Investment Advisors
324
Capstone Investment Advisors
New York
$477K -$232K -4,478 -39%
PAS
325
Park Avenue Securities
New York
$475K +$356K +6,866 New