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Name Holding Trade Value Shares
Change
Change in
Stake
EI
2251
Ellevest Inc
New York
$4.16M +$445K +2,880 +13%
WWM
2252
Windsor Wealth Management
Indiana
$4.15M -$68K -440 -2%
EWM
2253
Edge Wealth Management
New York
$4.14M -$3.09K -20 -0.1%
MTWM
2254
Masso Torrence Wealth Management
New Jersey
$4.13M +$207K +1,340 +6%
SI
2255
Saxon Interests
Texas
$4.12M +$1.95M +12,600 +99%
ANB
2256
Amarillo National Bank
Texas
$4.12M -$15.5K -100 -0.4%
WFI
2257
West Family Investments
California
$4.12M -$297K -1,920 -7%
PWMG
2258
Prestige Wealth Management Group
New Jersey
$4.12M
BAM
2259
Beaumont Asset Management
Texas
$4.12M +$318K +2,060 +9%
WCA
2260
Waypoint Capital Advisors
Minnesota
$4.1M +$40.2K +260 +1%
WCP
2261
Waterfront Capital Partners
New York
$4.08M +$3.86M +25,000 New
BRM
2262
Boston Research & Management
Massachusetts
$4.07M +$1.04M +6,720 +37%
KCM
2263
KLK Capital Management
California
$4.06M +$365K +2,360 +10%
KCIA
2264
Kingsbury Capital Investment Advisors
Illinois
$4.05M +$3.84M +24,860 New
TGAM
2265
TBH Global Asset Management
Tennessee
$4.05M -$18.5K -120 -0.5%
BWM
2266
BigSur Wealth Management
Florida
$4.04M
DFG
2267
Demars Financial Group
Washington
$4.04M +$272K +1,760 +8%
MA
2268
Modus Advisors
Minnesota
$4.03M +$340K +2,200 +10%
LWMM
2269
Legacy Wealth Management (Mississippi)
Mississippi
$4.03M +$2.88M +18,660 +308%
TNAM
2270
Terra Nova Asset Management
New York
$4.03M -$1.51M -9,800 -28%
BMC
2271
Beaton Management Company
Massachusetts
$4.03M +$102K +660 +3%
HIP
2272
HUB Investment Partners
Texas
$4.02M -$24.7K -160 -0.6%
PWS
2273
Peterson Wealth Services
Utah
$4.01M +$368K +2,380 +11%
LOAMU
2274
Lombard Odier Asset Management (USA)
New York
$4.01M -$3.36M -21,740 -47%
FLI
2275
Family Legacy Inc
South Carolina
$4.01M +$117K +760 +3%