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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1526
Vivaldi Capital Management
Illinois
$569K +$13.6K +55 +2%
EI
1527
Ellevest Inc
New York
$569K +$30K +121 +6%
MCM
1528
McRae Capital Management
New Jersey
$568K
OWA
1529
One Wealth Advisors
California
$566K -$243K -980 -31%
SCM
1530
SOL Capital Management
Maryland
$566K -$743 -3 -0.1%
FANJ
1531
Financial Architects (New Jersey)
New Jersey
$565K
HIM
1532
Hillsdale Investment Management
Ontario, Canada
$564K -$166K -670 -23%
EWM
1533
Elite Wealth Management
Washington
$563K +$3.47K +14 +0.6%
AF
1534
AMG Funds
Connecticut
$561K -$18.6K -75 -3%
OAM
1535
Origin Asset Management
United Kingdom
$559K -$421K -1,700 -44%
CSA
1536
Cottage Street Advisors
Massachusetts
$559K -$99.1K -400 -15%
GKWIM
1537
Gerber Kawasaki Wealth & Investment Management
California
$557K +$23K +93 +4%
PL
1538
Plancorp LLC
Missouri
$556K -$90.4K -365 -14%
EWM
1539
Evermay Wealth Management
Virginia
$555K -$24.8K -100 -4%
RCM
1540
Radnor Capital Management
Pennsylvania
$555K +$47.1K +190 +10%
HCM
1541
Howland Capital Management
Massachusetts
$554K
ACM
1542
Ayrshire Capital Management
Connecticut
$552K +$82.7K +334 +18%
IFG
1543
Independent Financial Group
California
$552K -$125K -505 -19%
PAS
1544
Partnervest Advisory Services
California
$551K +$80.5K +325 +18%
ERIM
1545
Eagle Ridge Investment Management
Connecticut
$548K +$115K +464 +27%
PFGIA
1546
Patriot Financial Group Insurance Agency
Massachusetts
$546K +$13.6K +55 +3%
SFO
1547
Stokes Family Office
Louisiana
$545K -$135K -546 -20%
DAM
1548
Delta Asset Management
Tennessee
$545K
RCAMU
1549
Rothschild & Co Asset Management US
Connecticut
$541K +$42.1K +170 +9%
EWG
1550
Executive Wealth Group
Washington
$538K