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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
576
Pinnacle Wealth Planning Services
Ohio
$319K +$6.27K +74 +2%
CGL
577
Clarius Group LLC
Washington
$318K -$10.2K -120 -3%
EB
578
Eastern Bank
Massachusetts
$309K
CP
579
Covenant Partners
Tennessee
$309K +$325K +3,833 New
VFA
580
Voya Financial Advisors
Connecticut
$307K -$25.8K -305 -8%
GCM
581
Graham Capital Management
Connecticut
$307K +$323K +3,819 New
MIM
582
Marco Investment Management
Georgia
$306K
FMAEN1
583
Fund Management at Engine No 1
California
$304K -$15.9K -188 -5%
D.E. Shaw & Co
584
D.E. Shaw & Co
New York
$303K +$8.72K +103 +3%
GT
585
Greenleaf Trust
Michigan
$302K +$318K +3,755 New
DWM
586
Dakota Wealth Management
Florida
$301K +$316K +3,732 New
SIA
587
Schechter Investment Advisors
Michigan
$299K -$152K -1,791 -33%
AWM
588
AE Wealth Management
Kansas
$299K -$4.91K -58 -2%
EI
589
Ellevest Inc
New York
$296K -$17.4K -206 -5%
MA
590
Montag & Associates
Georgia
$291K -$283K -3,336 -48%
EDRIA
591
Edmonds Duncan Registered Investment Advisors
Kansas
$290K
RWM
592
Ritholtz Wealth Management
New York
$288K +$303K +3,575 New
PWAG
593
Polaris Wealth Advisory Group
California
$286K -$3.39K -40 -1%
BCI
594
Brinker Capital Investments
Pennsylvania
$282K +$62.3K +736 +27%
5L
595
55I LLC
Massachusetts
$280K +$294K +3,472 New
PIA
596
Perennial Investment Advisors
California
$276K -$174K -2,050 -37%
CMI
597
Clare Market Investments
Texas
$272K +$58.6K +692 +26%
HIA
598
Harbor Investment Advisory
Maryland
$271K -$102K -1,204 -26%
KeyBank National Association
599
KeyBank National Association
Ohio
$270K -$59.5K -703 -17%
IWC
600
Integrated Wealth Concepts
Massachusetts
$269K +$283K +3,342 New