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Name Holding Trade Value Shares
Change
Change in
Stake
TLA
1376
Tanglewood Legacy Advisors
Texas
$170K
FWM
1377
FSA Wealth Management
Massachusetts
$169K +$165K +564 New
M
1378
Mirova
France
$167K -$9.64K -33 -6%
FHA
1379
First Horizon Advisors
Tennessee
$164K -$7.89K -27 -5%
C
1380
Covestor
United Kingdom
$162K -$172K -589 -52%
MHR
1381
Matthew Hamilton Rosenberg
$159K +$22.2K +76 +17%
HI
1382
Harbour Investments
Wisconsin
$156K +$23.1K +79 +18%
MAWCM
1383
Mine & Arao Wealth Creation & Management
California
$154K
WOC
1384
West Oak Capital
California
$149K
IBOK
1385
Independence Bank of Kentucky
Kentucky
$149K -$14.9K -51 -9%
PWMG
1386
Prestige Wealth Management Group
New Jersey
$147K +$1.17K +4 +0.8%
UFF
1387
USA Financial Formulas
Michigan
$146K +$133K +456 +1,471%
ECM
1388
Estabrook Capital Management
New York
$142K
EWP
1389
Elevation Wealth Partners
California
$129K +$132K +452 New
JSAM
1390
J. Safra Asset Management
New York
$129K
AFS
1391
Annapolis Financial Services
Maryland
$126K
CG
1392
Cutler Group
California
$122K +$120K +409 New
PVH
1393
Psagot Value Holdings
Israel
$120K -$877 -3 -0.7%
BGAI
1394
Bruce G. Allen Investments
Colorado
$120K +$117K +400 New
CB
1395
Community Bank
New York
$120K
ITIM
1396
Indiana Trust & Investment Management
Indiana
$118K
AF
1397
Advisornet Financial
Minnesota
$118K +$5.55K +19 +5%
HFM
1398
Harvest Fund Management
China
$117K +$30.7K +105 +37%
AIM
1399
Acropolis Investment Management
Missouri
$117K -$292 -1 -0.3%
OPTFSNA
1400
Old Point Trust & Financial Services N A
Virginia
$115K +$113K +385 New