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Name Holding Trade Value Shares
Change
Change in
Stake
FIB
751
First Interstate Bank
Montana
$60K – – –
PFO
752
Pathstone Family Office
New Jersey
$56.1K -$10.6K -190 -17%
AS
753
Altshuler Shaham
Israel
$56K – – –
TL
754
TrueWealth LLC
Georgia
$56K – – –
SJIM
755
St. Johns Investment Management
Florida
$54K -$31.7K -570 -38%
MCM
756
Manchester Capital Management
Vermont
$52K – – –
Nisa Investment Advisors
757
Nisa Investment Advisors
Missouri
$52K – – –
EI
758
Ellevest Inc
New York
$52K +$41K +737 +501%
EFSCE
759
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$1.5K +27 +3%
WAS
760
Winch Advisory Services
Wisconsin
$49K +$501 +9 +1%
JFGIW
761
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K -$8.9K -160 -16%
KC
762
Knuff & Co
California
$47K – – –
GCM
763
Gables Capital Management
Florida
$46K – – –
SIM
764
Sonora Investment Management
Arizona
$46K +$25K +449 +136%
MF
765
Manchester Financial
California
$46K +$43.2K +776 New
HFM
766
Hartford Financial Management
Connecticut
$45K -$16.2K -291 -28%
LWCFA
767
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K – – –
TSW
768
Thompson Siegel & Walmsley
Virginia
$45K – – –
PFGIA
769
Patriot Financial Group Insurance Agency
Massachusetts
$42K -$7.23K -130 -15%
OC
770
Oakworth Capital
Alabama
$41K – – –
RBC
771
Roble Belko & Company
Pennsylvania
$40K – – –
PB
772
Pinnacle Bancorp
Nebraska
$39K – – –
HIA
773
Harbor Investment Advisory
Maryland
$39K +$36.6K +658 New
AF
774
Allworth Financial
California
$38K -$23.1K -415 -39%
1IA
775
1834 Investment Advisors
Wisconsin
$38K – – –