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Name Holding Trade Value Shares
Change
Change in
Stake
EW
1126
Evoke Wealth
California
$379K +$57.5K +79 +16%
HIIFS
1127
Harel Insurance Investments & Financial Services
Israel
$378K -$226K -310 -35%
MA
1128
MJP Associates
Connecticut
$378K -$9.46K -13 -2%
MAS
1129
Meeder Advisory Services
Ohio
$377K +$3.64K +5 +0.9%
JWM
1130
JGP Wealth Management
Oregon
$377K -$13.8K -19 -3%
WA
1131
Wambolt & Associates
Colorado
$374K +$37.1K +51 +10%
AP
1132
Adero Partners
California
$374K -$9.46K -13 -2%
WRPWM
1133
Werba Rubin Papier Wealth Management
California
$373K -$110K -151 -21%
FMTC
1134
Farmers & Merchants Trust Company
California
$373K +$3.64K +5 +0.9%
BSHC
1135
Breed's Hill Capital
Massachusetts
$371K -$1.46K -2 -0.4%
SFG
1136
Synergy Financial Group
California
$370K – – –
DE
1137
Diversified Enterprises
Delaware
$370K +$181K +249 +80%
SFG
1138
Sovereign Financial Group
Connecticut
$370K +$59.7K +82 +17%
KOCAA
1139
Knights of Columbus Asset Advisors
Connecticut
$370K -$19.6K -27 -5%
ADL
1140
Asset Dedication LLC
California
$369K -$9.46K -13 -2%
PSP
1141
Principal Street Partners
Tennessee
$368K – – –
RWMG
1142
Redwood Wealth Management Group
New Jersey
$366K +$14.6K +20 +4%
EI
1143
Ellevest Inc
New York
$364K +$8.73K +12 +2%
AIP
1144
ARS Investment Partners
New York
$364K – – –
VA
1145
Valmark Advisers
Ohio
$364K -$12.4K -17 -3%
RRCM
1146
Rappaport Reiches Capital Management
Illinois
$364K +$133K +183 +50%
Allianz Asset Management
1147
Allianz Asset Management
Germany
$362K – – –
TFM
1148
TFC Financial Management
Massachusetts
$360K – – –
GSC
1149
Ground Swell Capital
South Carolina
$360K +$396K +544 New
SL
1150
Summitry LLC
California
$360K +$396K +544 New