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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
601
CSat Investment Advisory
Michigan
$151K +$7.09K +6 +5%
MCM
602
Manchester Capital Management
Vermont
$139K -$142K -120 -50%
Exchange Traded Concepts
603
Exchange Traded Concepts
Oklahoma
$132K +$111K +94 +522%
CX Institutional
604
CX Institutional
Indiana
$131K +$9.45K +8 +8%
VCM
605
Versant Capital Management
Arizona
$123K – – –
Harel Insurance Investments & Financial Services
606
Harel Insurance Investments & Financial Services
Israel
$121K – – –
Parallel Advisors
607
Parallel Advisors
California
$117K -$4.73K -4 -4%
AssetMark Inc
608
AssetMark Inc
California
$114K -$47.3K -40 -29%
HI
609
Human Investing
Oregon
$113K – – –
EWM
610
Endurance Wealth Management
Rhode Island
$112K – – –
FPFS
611
First Personal Financial Services
North Carolina
$112K – – –
Carson Wealth (CWM LLC)
612
Carson Wealth (CWM LLC)
Nebraska
$109K – – –
SFA
613
Semmax Financial Advisors
North Carolina
$106K – – –
APC
614
Aspire Private Capital
North Carolina
$100K -$29.5K -25 -23%
EI
615
Ellevest Inc
New York
$98K -$17.7K -15 -15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
616
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$97K +$96.9K +82 New
NL
617
NKCFO LLC
Illinois
$94K -$236K -200 -71%
Thompson Siegel & Walmsley
618
Thompson Siegel & Walmsley
Virginia
$94K – – –
RWA
619
Ropes Wealth Advisors
Massachusetts
$94K +$35.4K +30 +60%
TF
620
Tompkins Financial
New York
$91K -$3.54K -3 -4%
KCM
621
Kathmere Capital Management
Pennsylvania
$88K +$88.6K +75 New
FP
622
Factorial Partners
New York
$82.4K – – –
Penserra Capital Management
623
Penserra Capital Management
California
$80K +$9.45K +8 +13%
AIM
624
AIA Investment Management
Singapore
$79K +$23.6K +20 +43%
Capital Analysts LLC
625
Capital Analysts LLC
Pennsylvania
$78K – – –