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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
CAAS Capital Management
New York
$791K
EI
152
Ellevest Inc
New York
$775K +$111K +2,572 +17%
AWA
153
Aaron Wealth Advisors
Illinois
$751K +$124K +2,877 +20%
HI
154
Horizon Investments
North Carolina
$750K -$9.21K -214 -1%
FFS
155
Founders Financial Securities
Maryland
$750K -$5.81K -135 -0.8%
IP
156
Ignite Planners
California
$747K -$41.2K -957 -5%
CL
157
CSS LLC
Illinois
$744K +$323K +7,500 +78%
Pzena Investment Management
158
Pzena Investment Management
New York
$737K -$4.6K -107 -0.6%
P
159
Pitcairn
Pennsylvania
$719K +$91.3K +2,122 +15%
LFA
160
Legacy Financial Advisors
Kentucky
$713K +$35.2K +818 +5%
GC
161
Guggenheim Capital
Illinois
$701K +$304K +7,067 +78%
CA
162
Crumly & Associates
Illinois
$695K +$12.3K +287 +2%
PA
163
Profund Advisors
Maryland
$677K -$135K -3,137 -17%
TWC
164
TD Waterhouse Canada
Ontario, Canada
$655K -$11.2K -261 -2%
SA
165
Sanctuary Advisors
Indiana
$654K +$671K +15,597 New
Allspring Global Investments
166
Allspring Global Investments
North Carolina
$648K +$196K +4,547 +44%
ECM
167
Evergreen Capital Management
Washington
$643K -$21.4K -497 -3%
State Street
168
State Street
Massachusetts
$642K
FC
169
FORA Capital
Florida
$642K +$635K +14,762 New
VF
170
Virtu Financial
New York
$635K -$273K -6,339 -30%
CGL
171
Clarius Group LLC
Washington
$634K -$114K -2,642 -15%
Prudential Financial
172
Prudential Financial
New Jersey
$632K +$135K +3,138 +28%
PP
173
PDS Planning
Ohio
$627K +$46.3K +1,077 +8%
HJIM
174
Henry James International Management
New York
$616K +$3.49K +81 +0.6%
SIA
175
Schechter Investment Advisors
Michigan
$614K +$31.4K +730 +5%