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Name Holding Trade Value Shares
Change
Change in
Stake
HEIP
976
Hudson Edge Investment Partners
New Jersey
$520K +$11.5K +36 +2%
HWP
977
Highline Wealth Partners
California
$517K -$14.7K -46 -2%
APG
978
Abacus Planning Group
South Carolina
$515K -$1.27K -4 -0.2%
BIM
979
Bridges Investment Management
Nebraska
$514K +$319 +1 +0.1%
WCBA
980
Weaver C. Barksdale & Associates
Tennessee
$513K – – –
CIM
981
CIM Investment Management
Pennsylvania
$513K +$2.55K +8 +0.4%
EI
982
Ellevest Inc
New York
$513K -$81.9K -257 -12%
ACM
983
Aubrey Capital Management
United Kingdom
$511K +$282K +885 +92%
NAMNJ
984
NorthStar Asset Management (New Jersey)
New Jersey
$510K -$35.7K -112 -6%
CFAM
985
Center For Asset Management
Florida
$508K -$23K -72 -4%
IA
986
IFC Advisors
California
$507K +$585K +1,835 New
OFS
987
OneAscent Financial Services
Alabama
$506K +$166K +520 +40%
CT
988
Caldwell Trust
Florida
$504K – – –
CFG
989
Clayton Financial Group
Missouri
$504K +$2.87K +9 +0.5%
PP
990
PDS Planning
Ohio
$504K -$26.1K -82 -4%
FFA
991
Farther Finance Advisors
California
$501K -$20.4K -64 -3%
KFS
992
Keynote Financial Services
Connecticut
$500K -$9.88K -31 -2%
MWM
993
Modera Wealth Management
New Jersey
$498K – – –
GBT
994
Grove Bank & Trust
Florida
$498K +$37.6K +118 +7%
GWM
995
Gibbs Wealth Management
Georgia
$498K +$96.3K +302 +20%
HIA
996
Harbor Investment Advisory
Maryland
$496K +$23K +72 +4%
PWM
997
Paulson Wealth Management
Illinois
$496K -$956 -3 -0.2%
EFM
998
E Fund Management
China
$495K +$283K +889 +99%
PWM
999
Palumbo Wealth Management
New York
$494K +$2.87K +9 +0.5%
WCP
1000
Welch Capital Partners
New York
$493K -$9.56K -30 -2%