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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
551
MV Capital Management
Maryland
$7K +$2.71K +27 +73%
EWA
552
EverSource Wealth Advisors
Alabama
$7K +$5.93K +59 New
ODG
553
O'Dell Group
Ohio
$6K – – –
SBL
554
Sargent Bickham Lagudis
Colorado
$6K – – –
PWMG
555
Prestige Wealth Management Group
New Jersey
$6K +$805 +8 +18%
MWM
556
Mascoma Wealth Management
New Hampshire
$6K +$5.23K +52 New
RWM
557
Raffa Wealth Management
District of Columbia
$5.38K – – –
CCA
558
Column Capital Advisors
Indiana
$5K -$704 -7 -14%
HR
559
Howe & Rusling
New York
$5K – – –
ME
560
McIlrath & Eck
Washington
$5K – – –
SC
561
Stephens Consulting
Michigan
$4.5K +$4.12K +41 New
EDRH
562
Edmond de Rothschild Holding
Switzerland
$4K -$432K -4,293 -99%
ST
563
Smithfield Trust
Pennsylvania
$4K – – –
TFO
564
Tarbox Family Office
California
$4K – – –
PMFA
565
Plante Moran Financial Advisors
Michigan
$4K +$3.92K +39 New
CCM
566
Cribstone Capital Management
Maine
$3K – – –
EW
567
Evoke Wealth
California
$3K – – –
SCA
568
Stonebridge Capital Advisors
Minnesota
$3K – – –
CFO
569
CVA Family Office
Colorado
$3K +$2.51K +25 New
EI
570
Ellevest Inc
New York
$3K +$3.12K +31 New
SWA
571
Sutton Wealth Advisors
Florida
$2.42K +$201 +2 +10%
National Pension Service
572
National Pension Service
South Korea
$2K -$21.6M -214,529 -100%
BWM
573
BerganKDV Wealth Management
Minnesota
$2K – – –
CMBA
574
C.M. Bidwell & Associates
Hawaii
$2K – – –
FMP
575
Financial Management Professionals
Texas
$2K – – –