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Name Holding Trade Value Shares
Change
Change in
Stake
EI
401
Ellevest Inc
New York
$106K +$30.9K +243 +40%
PA
402
Parallel Advisors
California
$106K +$61.2K +481 +131%
TIM
403
Tortoise Investment Management
New York
$103K – – –
CIA
404
CSat Investment Advisory
Michigan
$102K +$4.83K +38 +5%
WT
405
Whittier Trust
California
$93K -$43K -338 -31%
SACTSONJ
406
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$90K +$12.8M +100,700 New
GWM
407
Geneos Wealth Management
Colorado
$88K – – –
CCA
408
Column Capital Advisors
Indiana
$88K +$1.4K +11 +2%
PCM
409
Prelude Capital Management
New York
$82K +$66.1K +520 +391%
WTC
410
WhitTier Trust Company
Nevada
$79K – – –
FHC
411
First Horizon Corporation
Tennessee
$75K +$76.9K +605 New
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$71K – – –
NIM
413
NuWave Investment Management
New Jersey
$67K +$68.3K +537 New
Bessemer Group
414
Bessemer Group
New Jersey
$62K – – –
Simplex Trading
415
Simplex Trading
Illinois
$60K +$62K +488 New
TFA
416
Toth Financial Advisory
Virginia
$59K +$59.6K +469 New
HL
417
Harding Loevner
New Jersey
$58K +$58.6K +461 New
T
418
TOBAM
France
$57K +$58.5K +460 New
S
419
SignatureFD
Georgia
$54K -$890 -7 -2%
AAM
420
Advisors Asset Management
Colorado
$51.4K -$9.41K -74 -15%
VCM
421
Vigilant Capital Management
Maine
$50K +$50.9K +400 New
C
422
Cerebellum
California
$49K +$49.5K +389 New
FHA
423
First Horizon Advisors
Tennessee
$47K – – –
CFGS
424
Concourse Financial Group Securities
Alabama
$46K +$27K +212 +139%
PCG
425
Private Capital Group
Connecticut
$41K – – –