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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
626
Endurance Wealth Management
Rhode Island
$413K – – –
PA
627
Parallel Advisors
California
$412K +$13.5K +398 +4%
WI
628
Wahed Invest
New York
$411K +$2.92K +86 +0.8%
SM
629
STF Management
Texas
$408K +$369K +10,852 New
JHCP
630
Jackson Hole Capital Partners
Oklahoma
$408K +$369K +10,844 New
ME
631
McIlrath & Eck
Washington
$402K +$35.8K +1,052 +11%
IAA
632
Independent Advisor Alliance
North Carolina
$399K +$361K +10,618 New
FCP
633
Fidelis Capital Partners
Florida
$394K +$339K +9,978 New
CI
634
Cigna Investments
Connecticut
$393K -$8.57K -252 -2%
FMAEN1
635
Fund Management at Engine No 1
California
$391K +$32.8K +964 +10%
WSTAM
636
Wilbanks Smith & Thomas Asset Management
Virginia
$387K -$24K -706 -6%
NHC
637
Nicholas Hoffman & Company
Georgia
$387K -$58.6K -1,722 -14%
PWPS
638
Pinnacle Wealth Planning Services
Ohio
$381K +$20K +588 +6%
EFM
639
E Fund Management
China
$379K -$22.4K -658 -6%
OWA
640
Octavia Wealth Advisors
Ohio
$377K – – –
WCF
641
West Coast Financial
California
$375K -$5.78K -170 -2%
LOAMU
642
Lombard Odier Asset Management (USA)
New York
$374K +$338K +9,940 New
IWC
643
Integrated Wealth Concepts
Massachusetts
$372K +$91.3K +2,686 +37%
SAM
644
Silvercrest Asset Management
New York
$368K +$332K +9,776 New
LWAM
645
Legacy Wealth Asset Management
Minnesota
$364K -$4.62K -136 -1%
MNBTD
646
Moody National Bank Trust Division
Texas
$361K – – –
EFSCE
647
Enterprise Financial Services Corp (EFSC)
Missouri
$360K +$1.16K +34 +0.4%
BFO
648
Biltmore Family Office
North Carolina
$358K +$100K +2,942 +45%
EVM
649
Evelyn V. Moreno
$354K -$425K -12,496 -57%
YMRC
650
Yorktown Management & Research Company
Virginia
$353K – – –