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Name Holding Trade Value Shares
Change
Change in
Stake
AS
751
Altshuler Shaham
Israel
$56K
TL
752
TrueWealth LLC
Georgia
$56K
SJIM
753
St. Johns Investment Management
Florida
$54K -$31.7K -570 -38%
MCM
754
Manchester Capital Management
Vermont
$52K
Nisa Investment Advisors
755
Nisa Investment Advisors
Missouri
$52K
EI
756
Ellevest Inc
New York
$52K +$41K +737 +501%
EFSCE
757
Enterprise Financial Services Corp (EFSC)
Missouri
$51K +$1.5K +27 +3%
WAS
758
Winch Advisory Services
Wisconsin
$49K +$501 +9 +1%
JFGIW
759
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K -$8.9K -160 -16%
KC
760
Knuff & Co
California
$47K
GCM
761
Gables Capital Management
Florida
$46K
SIM
762
Sonora Investment Management
Arizona
$46K +$25K +449 +136%
MF
763
Manchester Financial
California
$46K +$43.2K +776 New
HFM
764
Hartford Financial Management
Connecticut
$45K -$16.2K -291 -28%
LWCFA
765
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K
TSW
766
Thompson Siegel & Walmsley
Virginia
$45K
PFGIA
767
Patriot Financial Group Insurance Agency
Massachusetts
$42K -$7.23K -130 -15%
OC
768
Oakworth Capital
Alabama
$41K
RBC
769
Roble Belko & Company
Pennsylvania
$40K
PB
770
Pinnacle Bancorp
Nebraska
$39K
HIA
771
Harbor Investment Advisory
Maryland
$39K +$36.6K +658 New
AF
772
Allworth Financial
California
$38K -$23.1K -415 -39%
1IA
773
1834 Investment Advisors
Wisconsin
$38K
RTC
774
Riverview Trust Company
Washington
$38K
MAWCM
775
Mine & Arao Wealth Creation & Management
California
$38K +$35.6K +640 New