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Name Holding Trade Value Shares
Change
Change in
Stake
EI
701
Ellevest Inc
New York
$256K -$37.4K -79 -12%
Financial Engines Advisors
702
Financial Engines Advisors
California
$255K +$8.99K +19 +3%
FCA
703
FLC Capital Advisors
California
$254K
SG
704
Straightline Group
Michigan
$254K +$265K +560 New
WF
705
Wayfinding Financial
Washington
$251K +$262K +554 New
FT
706
Fiduciary Trust
Massachusetts
$247K
CPWA
707
Cerro Pacific Wealth Advisors
California
$241K
LIM
708
Leavell Investment Management
Alabama
$241K -$280K -591 -53%
WSWA
709
Warren Street Wealth Advisors
California
$236K -$3.31K -7 -1%
NW
710
Naviter Wealth
Arkansas
$236K +$246K +520 New
Lido Advisors
711
Lido Advisors
California
$234K -$2.37K -5 -1%
CAM
712
Claret Asset Management
Quebec, Canada
$231K +$1.89K +4 +0.8%
Jones Financial Companies
713
Jones Financial Companies
Missouri
$231K +$193K +408 +408%
PCM
714
Polymer Capital Management
New York
$230K +$240K +507 New
SFI
715
Siemens Fonds Invest
Germany
$230K
SFC
716
SYM Financial Corp
Indiana
$229K +$239K +505 New
C
717
Covestor
United Kingdom
$228K -$20.8K -44 -8%
ECG
718
Edge Capital Group
Georgia
$228K +$15.6K +33 +7%
PGWM
719
Parisi Gray Wealth Management
New Jersey
$227K
FWTB
720
First Western Trust Bank
Colorado
$226K
WTC
721
WhitTier Trust Company
Nevada
$226K
SF
722
Summit Financial
New Jersey
$225K +$234K +495 New
RGF
723
Retirement Guys Formula
Ohio
$224K -$8.99K -19 -4%
AFGAS
724
Allegiance Financial Group Advisory Services
Virginia
$222K +$231K +488 New
PAG
725
Poinciana Advisors Group
Florida
$218K +$228K +481 New