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Name Holding Trade Value Shares
Change
Change in
Stake
EI
876
Ellevest Inc
New York
$336K +$31K +96 +10%
SCM
877
Sterling Capital Management
North Carolina
$335K -$1.24M -3,829 -79%
BHC
878
Bowen Hanes & Co
Florida
$334K – – –
AU
879
AlphaGrep UK
$334K -$145K -450 -31%
FWA
880
FSM Wealth Advisors
Ohio
$333K +$75.5K +234 +30%
RC
881
Roundview Capital
New Jersey
$329K +$320K +993 New
KCM
882
Kathmere Capital Management
Pennsylvania
$328K -$29.4K -91 -8%
CI
883
Conning Inc
Connecticut
$327K – – –
DIM
884
Delta Investment Management
California
$327K -$26.5K -82 -8%
CP
885
Creekside Partners
California
$326K – – –
CWMA
886
Capstone Wealth Management (Alabama)
Alabama
$325K +$316K +979 New
JWA
887
JFS Wealth Advisors
Pennsylvania
$323K +$2.58K +8 +0.8%
WFA
888
Woodward Financial Advisors
North Carolina
$322K – – –
IB
889
Intrust Bank
Kansas
$320K -$113K -350 -27%
SMC
890
Smith, Moore & Co
Missouri
$320K – – –
CPSAC
891
Chas P. Smith & Associates (CPS)
Florida
$320K – – –
RPGK
892
Retirement Planning Group (Kansas)
Kansas
$315K +$18.1K +56 +6%
UW
893
Unique Wealth
Florida
$312K -$100K -310 -25%
MMA
894
Miracle Mile Advisors
California
$311K -$12.3K -38 -4%
IWA
895
Inspirion Wealth Advisors
Illinois
$311K -$1.61K -5 -0.6%
FA
896
FDx Advisors
Illinois
$310K -$323 -1 -0.1%
LRIA
897
Leonard Rickey Investment Advisors
Washington
$310K +$72.6K +225 +32%
TPA
898
Trivium Point Advisory
Connecticut
$309K +$60K +186 +25%
GPW
899
Genesis Private Wealth
Virginia
$308K +$38.4K +119 +15%
PTB
900
Pioneer Trust Bank
Oregon
$305K – – –