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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1001
McLean Asset Management
Virginia
$580K +$30.8K +32 +6%
ICP
1002
Interchange Capital Partners
Pennsylvania
$576K +$542K +564 New
LCWP
1003
Legacy Capital Wealth Partners
Arkansas
$576K +$541K +563 New
CFG
1004
Carr Financial Group
Massachusetts
$571K -$9.61K -10 -2%
MFG
1005
MidWestOne Financial Group
Iowa
$570K
FCH
1006
Freestone Capital Holdings
Washington
$570K +$58.6K +61 +12%
TPI
1007
Trust Point Inc
Wisconsin
$570K +$50K +52 +10%
ACM
1008
Ashford Capital Management
Delaware
$569K +$535K +556 New
ZIM
1009
Zacks Investment Management
Illinois
$568K +$132K +137 +33%
MAS
1010
Meeder Advisory Services
Ohio
$568K +$153K +159 +40%
CP
1011
Canopy Partners
Ohio
$568K +$2.88K +3 +0.5%
G
1012
GenTrust
Florida
$567K +$534K +555 New
PSP
1013
Principal Street Partners
Tennessee
$567K
FM
1014
Family Management
New York
$561K -$2.5M -2,603 -83%
EI
1015
Ellevest Inc
New York
$561K +$88.4K +92 +20%
TW
1016
Transform Wealth
Colorado
$560K +$41.3K +43 +9%
FDS
1017
Freedom Day Solutions
Texas
$560K -$19.2K -20 -4%
TFM
1018
TFC Financial Management
Massachusetts
$556K
BI
1019
BlueSpruce Investments
Illinois
$554K +$521K +542 New
XT
1020
XTX Topco
Cayman Islands
$554K +$521K +542 New
CB
1021
CNB Bank
Pennsylvania
$553K +$42.3K +44 +9%
HCM
1022
HMS Capital Management
Tennessee
$553K -$8.65K -9 -2%
EWA
1023
EverSource Wealth Advisors
Alabama
$553K +$32.7K +34 +6%
CMTU
1024
Capital Markets Trading (UK)
United Kingdom
$550K +$517K +538 New
ATIA
1025
American Trust Investment Advisors
New Hampshire
$547K