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Name Holding Trade Value Shares
Change
Change in
Stake
CA
951
Clearstead Advisors
Ohio
$120K
Credit Agricole
952
Credit Agricole
France
$119K +$47.5K +270 +63%
AIL
953
AGF Investments LLC
Ontario, Canada
$118K -$764K -4,340 -86%
HCA
954
Horan Capital Advisors
Ohio
$118K +$123K +699 New
BAM
955
Belpointe Asset Management
Nevada
$116K -$39.1K -222 -25%
VNA
956
Valley National Advisers
Pennsylvania
$111K -$6.87K -39 -6%
EI
957
Ellevest Inc
New York
$111K +$22K +125 +24%
RCM
958
Riverpark Capital Management
New York
$109K
FMP
959
Financial Management Professionals
Texas
$108K
CFA
960
Carroll Financial Associates
North Carolina
$107K -$41K -233 -27%
PCM
961
Penserra Capital Management
California
$103K +$12.7K +72 +13%
NPP
962
New Potomac Partners
Maryland
$101K
SNT
963
Security National Trust
West Virginia
$99K -$24.3K -138 -19%
GWS
964
Glassman Wealth Services
Virginia
$98K +$2.64K +15 +3%
BBHC
965
Brown Brothers Harriman & Co
New York
$97K -$8.45K -48 -8%
JWA
966
JFS Wealth Advisors
Pennsylvania
$97K -$352 -2 -0.3%
FCB
967
First Command Bank
Texas
$96K
FCFS
968
First Command Financial Services
Texas
$96K
NFG
969
Next Financial Group
Texas
$96K +$100K +569 New
EWM
970
Endurance Wealth Management
Rhode Island
$95K
NSIM
971
North Star Investment Management
Illinois
$94K +$12K +68 +14%
TFO
972
Tarbox Family Office
California
$93K
JCM
973
Jacobi Capital Management
Pennsylvania
$93K +$5.28K +30 +6%
ECM
974
Estabrook Capital Management
New York
$92.8K
AF
975
Allworth Financial
California
$92K