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Name Holding Trade Value Shares
Change
Change in
Stake
EI
926
Ellevest Inc
New York
$267K -$16.3K -24 -6%
HPC
927
HM Payson & Co
Maine
$265K -$21.1K -31 -8%
JWCA
928
J.W. Cole Advisors
Florida
$264K -$76.8K -113 -24%
TCBWMS
929
Texas Capital Bank Wealth Management Services
Texas
$262K – – –
ZIM
930
Zacks Investment Management
Illinois
$261K +$2.04K +3 +0.8%
FNBOO
931
First National Bank of Omaha
Nebraska
$259K +$6.8K +10 +3%
DWM
932
Drive Wealth Management
Utah
$259K +$7.48K +11 +3%
BC
933
Bridgefront Capital
Texas
$256K +$240K +353 New
BWM
934
BigSur Wealth Management
Florida
$255K -$680 -1 -0.3%
WDL
935
Well Done LLC
Michigan
$254K – – –
EFSCE
936
Enterprise Financial Services Corp (EFSC)
Missouri
$254K -$6.12K -9 -3%
SIA
937
Soltis Investment Advisors
Utah
$253K +$14.3K +21 +6%
TCMP
938
Thrive Capital Management (Pennsylvania)
Pennsylvania
$251K +$236K +347 New
WRPWM
939
Werba Rubin Papier Wealth Management
California
$251K – – –
PTC
940
Private Trust Company
Ohio
$250K +$31.3K +46 +15%
QP
941
Quilter Plc
United Kingdom
$249K – – –
AC
942
Apella Capital
Connecticut
$248K +$233K +342 New
PWM
943
Purus Wealth Management
California
$248K +$233K +342 New
CWM
944
Centric Wealth Management
Illinois
$248K -$1.36K -2 -0.6%
Fiera Capital (Canada)
945
Fiera Capital (Canada)
Quebec, Canada
$247K -$87K -128 -27%
RCA
946
Resonant Capital Advisors
Wisconsin
$247K +$232K +341 New
BBW
947
Blue Barn Wealth
Utah
$246K -$3.4K -5 -1%
PA
948
PFG Advisors
Arizona
$245K +$230K +338 New
FFA
949
Founders Financial Alliance
North Carolina
$244K +$229K +337 New
LA
950
Legacy Advisors
Pennsylvania
$244K – – –