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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2351
Fortem Financial Group
California
$751K -$14.1K -87 -2%
OIM
2352
Orca Investment Management
Oregon
$747K -$22.1K -137 -3%
EI
2353
Ellevest Inc
New York
$747K +$395K +2,444 +103%
RPCONE
2354
Retirement Planning Company of New England
Rhode Island
$746K +$778K +4,820 New
RIG
2355
RiverFront Investment Group
Virginia
$743K – – –
CFA
2356
Compass Financial Advisors
Indiana
$741K +$772K +4,781 New
LFA
2357
Legacy Financial Advisors
Kentucky
$740K +$111K +689 +17%
JHP
2358
James Hambro & Partners
United Kingdom
$738K -$265K -1,639 -26%
NWM
2359
Northwest Wealth Management
Iowa
$738K -$1.78K -11 -0.2%
WCM
2360
Windsor Capital Management
Arizona
$738K +$6.95K +43 +0.9%
IFS
2361
Intelligent Financial Strategies
Minnesota
$738K +$769K +4,762 New
EP
2362
Edgestream Partners
New Jersey
$737K -$579K -3,583 -43%
AA
2363
ALPS Advisors
Colorado
$736K +$51.7K +320 +7%
FCA
2364
FinTrust Capital Advisors
South Carolina
$735K -$209K -1,294 -21%
SAI
2365
Systematic Alpha Investments
New Jersey
$733K -$12.9K -80 -2%
RIS
2366
Retirement Income Solutions
Michigan
$733K – – –
SMA
2367
Sage Mountain Advisors
Georgia
$733K +$87.5K +542 +13%
ONB
2368
Old National Bancorp
Indiana
$730K -$52.3K -324 -6%
SSA
2369
South Street Advisors
New York
$730K – – –
MA
2370
MBA Advisors
Pennsylvania
$730K +$93.3K +578 +14%
GAMC
2371
Garner Asset Management Corp
Texas
$729K +$63.8K +395 +9%
PC
2372
Periscope Capital
Ontario, Canada
$728K +$760K +4,707 New
CFS
2373
Cannon Financial Strategists
Georgia
$727K -$41.5K -257 -5%
CWP
2374
Curated Wealth Partners
California
$727K -$9.85K -61 -1%
SW
2375
SkyOak Wealth
Michigan
$727K +$84K +520 +12%
93 94
95
96 97