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Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
701
Glass Jacobson Investment Advisors
Maryland
$257K +$473 +1 +0.2%
EI
702
Ellevest Inc
New York
$256K -$37.4K -79 -12%
Financial Engines Advisors
703
Financial Engines Advisors
California
$255K +$8.99K +19 +3%
FCA
704
FLC Capital Advisors
California
$254K – – –
SG
705
Straightline Group
Michigan
$254K +$265K +560 New
WF
706
Wayfinding Financial
Washington
$251K +$262K +554 New
FT
707
Fiduciary Trust
Massachusetts
$247K – – –
CPWA
708
Cerro Pacific Wealth Advisors
California
$241K – – –
LIM
709
Leavell Investment Management
Alabama
$241K -$280K -591 -53%
WSWA
710
Warren Street Wealth Advisors
California
$236K -$3.31K -7 -1%
NW
711
Naviter Wealth
Arkansas
$236K +$246K +520 New
Lido Advisors
712
Lido Advisors
California
$234K -$2.37K -5 -1%
CAM
713
Claret Asset Management
Quebec, Canada
$231K +$1.89K +4 +0.8%
Jones Financial Companies
714
Jones Financial Companies
Missouri
$231K +$193K +408 +408%
PCM
715
Polymer Capital Management
New York
$230K +$240K +507 New
SFI
716
Siemens Fonds Invest
Germany
$230K – – –
SFC
717
SYM Financial Corp
Indiana
$229K +$239K +505 New
C
718
Covestor
United Kingdom
$228K -$20.8K -44 -8%
ECG
719
Edge Capital Group
Georgia
$228K +$15.6K +33 +7%
PGWM
720
Parisi Gray Wealth Management
New Jersey
$227K – – –
FWTB
721
First Western Trust Bank
Colorado
$226K – – –
WTC
722
WhitTier Trust Company
Nevada
$226K – – –
SF
723
Summit Financial
New Jersey
$225K +$234K +495 New
RGF
724
Retirement Guys Formula
Ohio
$224K -$8.99K -19 -4%
AFGAS
725
Allegiance Financial Group Advisory Services
Virginia
$222K +$231K +488 New