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Name Holding Trade Value Shares
Change
Change in
Stake
FEM
626
Fulcrum Equity Management
Texas
$326K +$13.3K +60 +4%
VFA
627
Values First Advisors
Tennessee
$326K -$2.22K -10 -0.7%
FCH
628
Freestone Capital Holdings
Washington
$325K +$1.55K +7 +0.5%
BAM
629
Blueshift Asset Management
New Jersey
$320K -$412K -1,855 -57%
SHFA
630
SS&H Financial Advisors
Michigan
$318K
RP
631
Riverwater Partners
Wisconsin
$316K +$105K +474 +49%
Jones Financial Companies
632
Jones Financial Companies
Missouri
$315K +$116K +521 +60%
WCM Investment Management
633
WCM Investment Management
California
$313K +$13.5K +61 +5%
BBHC
634
Brown Brothers Harriman & Co
New York
$311K +$36K +162 +13%
CI
635
Cigna Investments
Connecticut
$310K -$11.3K -51 -4%
JCM
636
Jacobi Capital Management
Pennsylvania
$309K -$87.5K -394 -22%
WS
637
Wedbush Securities
California
$308K +$4.88K +22 +2%
OFS
638
Orrstown Financial Services
Pennsylvania
$308K +$302K +1,360 New
BTI
639
Blue Trust Inc
Georgia
$306K -$9.54K -43 -3%
MWM
640
Meridian Wealth Management
Kentucky
$306K -$189K -851 -39%
MPM
641
MBB Public Markets
Illinois
$306K -$1.85M -8,320 -86%
QWP
642
Quotient Wealth Partners
Texas
$305K +$2K +9 +0.7%
OWA
643
Opal Wealth Advisors
New York
$297K -$23.1K -104 -7%
LSPW
644
Lake Street Private Wealth
Illinois
$294K -$2.44K -11 -0.8%
EA
645
Ergawealth Advisors
Illinois
$294K +$888 +4 +0.3%
PWPS
646
Pinnacle Wealth Planning Services
Ohio
$292K -$49.3K -222 -15%
DC
647
Davenport & Co
Virginia
$287K +$12.7K +57 +5%
SHJ
648
Sharkey, Howes & Javer
Colorado
$285K
AFG
649
Atomi Financial Group
New York
$283K +$42.2K +190 +18%
GWANC
650
Guardian Wealth Advisors (North Carolina)
North Carolina
$283K -$3.11K -14 -1%