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Name Holding Trade Value Shares
Change
Change in
Stake
CFD
951
Creative Financial Designs
Indiana
$121K +$4.93K +28 +4%
CA
952
Clearstead Advisors
Ohio
$120K – – –
Credit Agricole
953
Credit Agricole
France
$119K +$47.5K +270 +63%
AIL
954
AGF Investments LLC
Ontario, Canada
$118K -$764K -4,340 -86%
HCA
955
Horan Capital Advisors
Ohio
$118K +$123K +699 New
BAM
956
Belpointe Asset Management
Nevada
$116K -$39.1K -222 -25%
VNA
957
Valley National Advisers
Pennsylvania
$111K -$6.87K -39 -6%
EI
958
Ellevest Inc
New York
$111K +$22K +125 +24%
RCM
959
Riverpark Capital Management
New York
$109K – – –
FMP
960
Financial Management Professionals
Texas
$108K – – –
CFA
961
Carroll Financial Associates
North Carolina
$107K -$41K -233 -27%
PCM
962
Penserra Capital Management
California
$103K +$12.7K +72 +13%
NPP
963
New Potomac Partners
Maryland
$101K – – –
SNT
964
Security National Trust
West Virginia
$99K -$24.3K -138 -19%
GWS
965
Glassman Wealth Services
Virginia
$98K +$2.64K +15 +3%
BBHC
966
Brown Brothers Harriman & Co
New York
$97K -$8.45K -48 -8%
JWA
967
JFS Wealth Advisors
Pennsylvania
$97K -$352 -2 -0.3%
FCB
968
First Command Bank
Texas
$96K – – –
FCFS
969
First Command Financial Services
Texas
$96K – – –
NFG
970
Next Financial Group
Texas
$96K +$100K +569 New
EWM
971
Endurance Wealth Management
Rhode Island
$95K – – –
NSIM
972
North Star Investment Management
Illinois
$94K +$12K +68 +14%
TFO
973
Tarbox Family Office
California
$93K – – –
JCM
974
Jacobi Capital Management
Pennsylvania
$93K +$5.28K +30 +6%
ECM
975
Estabrook Capital Management
New York
$92.8K – – –