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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
976
Brown Brothers Harriman & Co
New York
$117K -$209K -1,100 -64%
NPP
977
New Potomac Partners
Maryland
$111K – – –
JWA
978
JFS Wealth Advisors
Pennsylvania
$108K -$1.71K -9 -2%
FCB
979
First Command Bank
Texas
$107K – – –
FCFS
980
First Command Financial Services
Texas
$107K – – –
EWM
981
Endurance Wealth Management
Rhode Island
$105K -$9.49K -50 -8%
GWS
982
Glassman Wealth Services
Virginia
$105K +$8.92K +47 +9%
PWP
983
Principle Wealth Partners
Connecticut
$104K +$105K +552 New
CWP
984
CFM Wealth Partners
Texas
$103K – – –
SCA
985
Stonebridge Capital Advisors
Minnesota
$103K – – –
TFO
986
Tarbox Family Office
California
$103K +$11.6K +61 +13%
ECM
987
Estabrook Capital Management
New York
$103K – – –
AF
988
Allworth Financial
California
$102K -$96.8K -510 -48%
PCM
989
Penserra Capital Management
California
$101K +$3.42K +18 +3%
FWM
990
FSA Wealth Management
Massachusetts
$100K – – –
EI
991
Ellevest Inc
New York
$100K +$44.4K +234 +79%
PWMG
992
Prestige Wealth Management Group
New Jersey
$99K – – –
LC
993
Lindbrook Capital
California
$99K +$4.36K +23 +5%
JCM
994
Jacobi Capital Management
Pennsylvania
$97K – – –
MAWCM
995
Mine & Arao Wealth Creation & Management
California
$96K – – –
NICM
996
Neo Ivy Capital Management
New York
$95K +$96.4K +508 New
NSIM
997
North Star Investment Management
Illinois
$92K -$48K -253 -34%
VCM
998
Versant Capital Management
Arizona
$92K – – –
FHA
999
First Horizon Advisors
Tennessee
$90K – – –
EWM
1000
Edge Wealth Management
New York
$88K -$15.6K -82 -15%