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Name Holding Trade Value Shares
Change
Change in
Stake
CIP
1076
Convergence Investment Partners
Florida
$129K +$132K +639 New
TFS
1077
TrustCore Financial Services
Tennessee
$128K – – –
TPWA
1078
TRUE Private Wealth Advisors
Oregon
$127K +$12.8K +62 +11%
GI
1079
Gradient Investments
Minnesota
$126K – – –
EI
1080
Ellevest Inc
New York
$126K +$29.4K +142 +29%
OC
1081
Oakworth Capital
Alabama
$125K – – –
TPCW
1082
TD Private Client Wealth
New York
$121K +$11.6K +56 +10%
CG
1083
Cutler Group
California
$120K -$150K -724 -55%
1IA
1084
1834 Investment Advisors
Wisconsin
$118K -$64.1K -310 -35%
ATC
1085
Adirondack Trust Company
New York
$115K +$5.17K +25 +5%
HI
1086
Hudock Inc
Pennsylvania
$114K +$82.2K +397 +235%
Jones Financial Companies
1087
Jones Financial Companies
Missouri
$113K +$115K +558 New
AA
1088
Ancora Advisors
Ohio
$112K +$6K +29 +6%
FWM
1089
Focused Wealth Management
New York
$111K – – –
CFFP
1090
Center for Financial Planning
Michigan
$106K -$10.3K -50 -9%
AWM
1091
Avior Wealth Management
Nebraska
$105K +$207 +1 +0.2%
FHA
1092
First Horizon Advisors
Tennessee
$104K -$7.24K -35 -6%
CAL
1093
Capital Analysts LLC
Pennsylvania
$103K – – –
PGAM
1094
Princeton Global Asset Management
New Jersey
$101K – – –
GG
1095
Gleason Group
Kentucky
$98K +$621 +3 +0.6%
AS
1096
Altshuler Shaham
Israel
$97K -$535K -2,585 -84%
BCWM
1097
Bartlett & Co Wealth Management
Ohio
$92.1K -$154K -746 -62%
BC
1098
Bartlett & Co
Ohio
$92K -$154K -746 -62%
CAL
1099
Capital Advisors Ltd
Ohio
$91K – – –
KC
1100
Knuff & Co
California
$91K +$6.42K +31 +7%