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BJs Wholesale Club
BJ

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
401
Golden State Equity Partners
California
$282K +$26.5K +275 +11%
EI
402
Ellevest Inc
New York
$280K +$275K +2,846 New
VAG
403
VisionPoint Advisory Group
Texas
$280K +$13.1K +136 +5%
EGM
404
Engineers Gate Manager
New York
$275K -$2.45M -25,355 -90%
BW
405
BXM Wealth
Colorado
$271K +$265K +2,750 New
EWM
406
Empirical Wealth Management
Washington
$268K +$263K +2,724 New
S
407
SignatureFD
Georgia
$266K +$4.73K +49 +2%
AT
408
American Trust
Kentucky
$264K -$3.47K -36 -1%
CCA
409
Carrera Capital Advisors
Michigan
$258K – – –
GWM
410
GSB Wealth Management
Connecticut
$250K +$245K +2,540 New
FFA
411
Farther Finance Advisors
California
$249K -$20.3K -210 -7%
CIA
412
Concurrent Investment Advisors
Florida
$246K -$139K -1,446 -37%
TWM
413
Thrive Wealth Management
Pennsylvania
$244K +$7.72K +80 +3%
EWA
414
EverSource Wealth Advisors
Alabama
$244K +$62.8K +651 +36%
HFO
415
Heritage Family Offices
Arizona
$240K -$65.7K -681 -22%
WFA
416
Wellspring Financial Advisors
Ohio
$240K -$14.7K -152 -6%
EH
417
Equitable Holdings
New York
$238K -$162K -1,680 -39%
IFWM
418
Institute for Wealth Management
Colorado
$238K -$15.5K -161 -6%
MFC
419
Morris Financial Concepts
South Carolina
$235K -$1.64K -17 -0.7%
FT
420
Fiduciary Trust
Massachusetts
$234K -$482 -5 -0.2%
PA
421
Profund Advisors
Maryland
$234K -$28.6K -296 -11%
AWM
422
Apollon Wealth Management
South Carolina
$229K +$224K +2,322 New
TPI
423
Trust Point Inc
Wisconsin
$227K -$3.57K -37 -2%
SIA
424
Strategic Investment Advisors
Michigan
$227K +$222K +2,304 New
NA
425
Navellier & Associates
Nevada
$225K +$220K +2,284 New
15 16
17
18 19