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Name Holding Trade Value Shares
Change
Change in
Stake
LGA
1376
Lebenthal Global Advisors
New York
$882K +$69.9K +1,632 +9%
EI
1377
Ellevest Inc
New York
$881K +$4.67K +109 +0.5%
CAM
1378
Close Asset Management
United Kingdom
$876K -$12K -280 -1%
BFA
1379
Beaumont Financial Advisors
Massachusetts
$874K +$1.07K +25 +0.1%
CFP
1380
Catalyst Financial Partners
Massachusetts
$874K -$92.9K -2,167 -10%
TA
1381
Tectonic Advisors
Texas
$873K +$44.4K +1,036 +5%
HI
1382
Harbour Investments
Wisconsin
$873K +$151K +3,534 +22%
HTIM
1383
Harbour Trust & Investment Management
Indiana
$866K +$847K +19,751 New
EFG
1384
Everhart Financial Group
Ohio
$865K +$161K +3,761 +24%
HVIA
1385
Hudson Valley Investment Advisors
New York
$862K -$140K -3,267 -14%
JCM
1386
Jacobi Capital Management
Pennsylvania
$860K +$95.8K +2,235 +13%
IWA
1387
Invera Wealth Advisors
Oregon
$858K +$839K +19,576 New
LK
1388
Lumbard & Kellner
New Hampshire
$857K -$30.9K -722 -4%
FFN
1389
Focus Financial Network
Minnesota
$857K +$459K +10,704 +121%
AF
1390
Apexium Financial
Texas
$856K +$388K +9,049 +86%
DCM
1391
DGS Capital Management
New Jersey
$856K +$12.1K +283 +1%
CCA
1392
Cora Capital Advisors
New Jersey
$855K +$1.46K +34 +0.2%
AAS
1393
Ameritas Advisory Services
Nebraska
$854K -$139K -3,252 -14%
JWM
1394
Jeppson Wealth Management
California
$854K -$343 -8 -0%
MPPLM
1395
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$853K +$37.7K +879 +5%
SMA
1396
Sage Mountain Advisors
Georgia
$851K -$30.3K -706 -4%
USB
1397
Union Savings Bank
Connecticut
$849K -$73.9K -1,724 -8%
MP
1398
McDonald Partners
Ohio
$847K +$29.8K +696 +4%
ATWA
1399
Arbor Trust Wealth Advisors
Michigan
$846K +$94.5K +2,205 +13%
CIA
1400
Citadel Investment Advisory
Ohio
$845K -$8.57K -200 -1%