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Name Holding Trade Value Shares
Change
Change in
Stake
EI
351
Ellevest Inc
New York
$111K +$99.4K +2,423 +650%
SMFS
352
Squar Milner Financial Services
California
$106K +$110K +2,677 New
T
353
TOBAM
France
$100K +$14K +342 +16%
PHK
354
Point72 Hong Kong
Hong Kong
$96K -$375K -9,149 -79%
WTC
355
WhitTier Trust Company
Nevada
$81K -$20.7K -505 -20%
PFGIA
356
Patriot Financial Group Insurance Agency
Massachusetts
$76K +$78K +1,900 New
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$74K -$1.23K -30 -2%
VFA
358
Valeo Financial Advisors
Indiana
$72K +$2.83K +69 +5%
ClearBridge Investments
359
ClearBridge Investments
New York
$68K
TPWA
360
TRUE Private Wealth Advisors
Oregon
$67K
NICM
361
Neo Ivy Capital Management
New York
$66K -$602K -14,678 -90%
PFBT
362
Parkside Financial Bank & Trust
Missouri
$65K +$2.01K +49 +3%
FHA
363
Flagship Harbor Advisors
Massachusetts
$55K -$9.56K -233 -14%
MA
364
MUFG Americas
New York
$55K
MAM
365
Meeder Asset Management
Ohio
$51K +$49.6K +1,209 +2,121%
CTC
366
Central Trust Company
Missouri
$49K -$20K -487 -28%
FMP
367
Financial Management Professionals
Texas
$40K
TF
368
TimeScale Financial
Massachusetts
$39K
QCG
369
Quadrant Capital Group
Ohio
$39K +$20.1K +489 +101%
GRP
370
Global Retirement Partners
California
$38K +$4.18K +102 +12%
ASN
371
Advisory Services Network
Georgia
$33K +$14.3K +348 +74%
FC
372
FORA Capital
Florida
$30K +$30.7K +749 New
CFB
373
Cullen/Frost Bankers
Texas
$29K -$19.7K -481 -40%
IA
374
IFP Advisors
Florida
$24K
PCG
375
Private Capital Group
Connecticut
$20K -$6.65K -162 -24%