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Name Holding Trade Value Shares
Change
Change in
Stake
EI
2101
Ellevest Inc
New York
$332K +$13.3K +298 +4%
CAIMH
2102
Central Asset Investments & Management Holdings
Hong Kong
$331K -$240K -5,390 -42%
TW
2103
TrinityPoint Wealth
Connecticut
$330K +$25K +561 +8%
TFA
2104
Trinity Financial Advisors
Ohio
$330K -$248K -5,577 -43%
NPFS
2105
Novak & Powell Financial Services
Florida
$329K -$73.4K -1,647 -18%
OA
2106
Operose Advisors
Wisconsin
$329K +$257K +5,768 +342%
WTB
2107
Washington Trust Bank
Washington
$329K -$266K -5,974 -45%
BFA
2108
Beacon Financial Advisory
Ohio
$328K -$869K -19,502 -72%
OAM
2109
Occidental Asset Management
California
$327K -$5.93K -133 -2%
SWM
2110
Seed Wealth Management
Illinois
$327K -$29.6K -665 -8%
C
2111
Certuity
Florida
$326K -$127K -2,842 -28%
PF
2112
Phoenix Financial
Israel
$326K +$330K +7,404 New
RH
2113
RFG Holdings
Texas
$326K +$329K +7,375 New
EDRIA
2114
Edmonds Duncan Registered Investment Advisors
Kansas
$325K
HCM
2115
Hall Capital Management
Rhode Island
$325K
USB
2116
Union Savings Bank
Connecticut
$324K -$24.3K -545 -7%
SPWG
2117
Syntegra Private Wealth Group
Missouri
$324K -$20.6K -462 -6%
HGWM
2118
Horst & Graben Wealth Management
Oregon
$323K -$43.8K -983 -12%
RCG
2119
Regatta Capital Group
California
$322K -$11.4K -256 -3%
VI
2120
VanderPol Investments
Michigan
$322K -$195K -4,380 -38%
IDA
2121
Intelligence Driven Advisers
California
$322K -$49.9K -1,121 -13%
JCM
2122
Jacobsen Capital Management
Utah
$321K -$3.21K -72 -1%
FG
2123
Foster Group
Iowa
$319K +$322K +7,232 New
LC
2124
Lincoln Capital
Nebraska
$319K
AA
2125
Alesco Advisors
New York
$319K -$1.34K -30 -0.4%