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Name Holding Trade Value Shares
Change
Change in
Stake
EH
801
Equitable Holdings
New York
$265K -$214 -3 -0.1%
MYLI
802
Meiji Yasuda Life Insurance
Japan
$265K +$285K +3,987 New
MWM
803
Modera Wealth Management
New Jersey
$263K +$282K +3,953 New
CC
804
Chicago Capital
Illinois
$262K
DWT
805
Dorsey & Whitney Trust
South Dakota
$261K +$279K +3,909 New
LAI
806
Legal Advantage Investments
California
$259K -$7.14K -100 -3%
VFA
807
Valeo Financial Advisors
Indiana
$259K +$1.5K +21 +0.5%
LCM
808
Linker Capital Management
Kentucky
$259K +$278K +3,890 New
MWM
809
Mission Wealth Management
California
$255K -$200K -2,800 -42%
CAG
810
Csenge Advisory Group
Florida
$253K -$9.35K -131 -3%
MBTD
811
Mechanics Bank - Trust Department
California
$253K
DFA
812
Delta Financial Advisors
Louisiana
$253K +$214 +3 +0.1%
CWS
813
Cypress Wealth Services
California
$252K +$25.4K +356 +10%
SOW
814
State of Wyoming
Wyoming
$251K -$470K -6,586 -64%
APG
815
Abacus Planning Group
South Carolina
$251K +$7.07K +99 +3%
BFEC
816
Benjamin F. Edwards & Company
Missouri
$250K +$93.1K +1,305 +53%
SPC
817
Sigma Planning Corp
Michigan
$247K -$14.3K -200 -5%
EAM
818
Evanson Asset Management
California
$247K -$214 -3 -0.1%
CG
819
Caprock Group
Idaho
$246K -$47.7K -669 -15%
HSA
820
HBK Sorce Advisory
Pennsylvania
$246K +$3.92K +55 +2%
BL
821
Balentine LLC
Georgia
$245K +$15.4K +216 +6%
PFGIA
822
Patriot Financial Group Insurance Agency
Massachusetts
$244K +$16.4K +230 +7%
MCM
823
Manchester Capital Management
Vermont
$243K -$71.4K -1,000 -21%
PGFC
824
Peapack-Gladstone Financial Corp
New Jersey
$243K +$261K +3,654 New
KCM
825
Karp Capital Management
California
$237K