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Name Holding Trade Value Shares
Change
Change in
Stake
EI
851
Ellevest Inc
New York
$349K -$22.8K -63 -6%
FA
852
FDx Advisors
Illinois
$348K -$20.3K -56 -5%
CNBOF
853
City National Bank of Florida
Florida
$346K +$362 +1 +0.1%
SMC
854
Smith, Moore & Co
Missouri
$345K
CPSAC
855
Chas P. Smith & Associates (CPS)
Florida
$344K -$5.07K -14 -1%
WPA
856
West Paces Advisors
Georgia
$342K
CWG
857
Cornerstone Wealth Group
North Carolina
$341K +$9.06K +25 +3%
JWA
858
JFS Wealth Advisors
Pennsylvania
$341K -$3.62K -10 -1%
Empower Advisory Group
859
Empower Advisory Group
Colorado
$339K -$725 -2 -0.2%
WWC
860
Waypoint Wealth Counsel
Georgia
$336K +$2.17K +6 +0.6%
CIA
861
Choate Investment Advisors
Massachusetts
$335K -$2.17K -6 -0.6%
CP
862
Castleview Partners
Texas
$334K +$10.1K +28 +3%
LAM
863
L2 Asset Management
Massachusetts
$334K +$16.3K +45 +5%
PTB
864
Pioneer Trust Bank
Oregon
$328K
SLI
865
Sumitomo Life Insurance
Japan
$326K -$776K -2,143 -70%
LFA
866
Legacy Financial Advisors
Kentucky
$325K -$19.6K -54 -6%
TAM
867
Todd Asset Management
Kentucky
$325K -$725 -2 -0.2%
LW
868
Linscomb Wealth
Texas
$325K -$308K -849 -48%
CCA
869
Cobblestone Capital Advisors
New York
$325K -$1.09K -3 -0.3%
IC
870
Iconiq Capital
California
$325K -$28.3K -78 -8%
EFG
871
Everhart Financial Group
Ohio
$324K +$3.99K +11 +1%
APG
872
Abacus Planning Group
South Carolina
$323K -$45.7K -126 -12%
FMLI
873
Fukoku Mutual Life Insurance
Japan
$321K
BIM
874
Baldwin Investment Management
Pennsylvania
$321K
RFO
875
RiverGlades Family Offices
Florida
$321K