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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1076
Clifford Swan Investment Counsel
California
$278K +$15.4K +75 +6%
EI
1077
Ellevest Inc
New York
$278K +$243K +1,179 +502%
VF
1078
Virtu Financial
New York
$277K -$2.19M -10,644 -88%
TA
1079
Tectonic Advisors
Texas
$277K +$2.06K +10 +0.7%
EA
1080
Echo45 Advisors
California
$277K +$5.97K +29 +2%
GIA
1081
GHP Investment Advisors
Colorado
$276K -$14.4K -70 -5%
RMCM
1082
Reynders McVeigh Capital Management
Massachusetts
$276K +$75.2K +365 +35%
LPT
1083
Legacy Private Trust
Wisconsin
$274K -$29.9K -145 -9%
RG
1084
Rathbones Group
United Kingdom
$273K +$287K +1,391 New
SPP
1085
Single Point Partners
Massachusetts
$272K +$286K +1,386 New
MIC
1086
Means Investment Company
Maine
$270K +$206 +1 +0.1%
SCP
1087
Sender Company & Partners
New York
$269K +$281K +1,366 New
GL
1088
Graypoint LLC
New York
$264K +$28.2K +137 +11%
LWAC
1089
Laurel Wealth Advisors (California)
California
$264K +$276K +1,342 New
ACI
1090
Alpha Cubed Investments
California
$263K +$69.6K +338 +34%
MMM
1091
Mendel Money Management
Illinois
$260K -$29K -141 -10%
FFN
1092
Focus Financial Network
Minnesota
$259K -$1.65K -8 -0.6%
GAM
1093
Gould Asset Management
California
$258K – – –
SDWMA
1094
Schneider Downs Wealth Management Advisors
Pennsylvania
$258K – – –
KFA
1095
Krane Funds Advisors
New York
$257K -$126K -614 -32%
LWP
1096
Lumature Wealth Partners
Georgia
$256K -$59.3K -288 -18%
AFS
1097
Axiom Financial Strategies
Indiana
$255K – – –
BG
1098
Bollard Group
Massachusetts
$254K -$399K -1,936 -60%
CI
1099
CX Institutional
Indiana
$254K -$36.3K -176 -12%
APP
1100
Avantax Planning Partners
Iowa
$253K -$33.6K -163 -11%
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