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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
676
Crestwood Advisors Group
Massachusetts
$545K +$193K +2,146 +56%
CAM
677
Cidel Asset Management
Ontario, Canada
$544K +$63.8K +710 +13%
RF
678
RHS Financial
California
$541K -$23.1K -257 -4%
MCA
679
Martin Capital Advisors
Texas
$538K – – –
MWM
680
Mission Wealth Management
California
$537K -$79K -879 -13%
IPW
681
Impact Partnership Wealth
Georgia
$531K -$2.96K -33 -0.6%
BCM
682
Birmingham Capital Management
Alabama
$528K – – –
EI
683
Ellevest Inc
New York
$527K -$110K -1,220 -17%
KOC
684
Koss-Olinger Consulting
Florida
$524K -$49.1K -547 -9%
SPC
685
Sigma Planning Corp
Michigan
$522K -$891K -9,920 -63%
BFS
686
Bradley Foster & Sargent
Connecticut
$518K -$171K -1,900 -25%
HIM
687
Hanlon Investment Management
New Jersey
$514K -$12.3K -137 -2%
PWA
688
Pitcairn Wealth Advisors
Pennsylvania
$514K +$25.8K +287 +5%
CCA
689
Childress Capital Advisors
Texas
$507K +$169K +1,882 +51%
HCM
690
Howard Capital Management
Georgia
$503K -$685K -7,626 -58%
CI
691
CX Institutional
Indiana
$497K -$1.53K -17 -0.3%
AAM
692
Advisors Asset Management
Colorado
$496K +$1.89K +21 +0.4%
MWM
693
Modern Wealth Management
Kansas
$495K +$179K +1,991 +60%
AI
694
AXS Investments
New York
$495K +$489K +5,439 New
AA
695
ALPS Advisors
Colorado
$494K +$31.4K +350 +7%
HSA
696
HBK Sorce Advisory
Pennsylvania
$490K +$24.3K +270 +6%
AC
697
AlphaCore Capital
California
$489K -$158K -1,764 -25%
TAM
698
Trust Asset Management
Texas
$488K – – –
WCM Investment Management
699
WCM Investment Management
California
$486K +$496K +5,525 New
GCM
700
Genus Capital Management
British Columbia, Canada
$484K +$91.6K +1,020 +24%