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Name Holding Trade Value Shares
Change
Change in
Stake
PA
426
Parallel Advisors
California
$32K +$15K +98 +88%
BCWM
427
Bartlett & Co Wealth Management
Ohio
$31.1K – – –
AIM
428
Aigen Investment Management
New York
$31K +$30.5K +200 New
CT
429
Caldwell Trust
Florida
$30.8K +$30.5K +200 New
CWP
430
CFM Wealth Partners
Texas
$30K +$28.9K +189 New
S
431
SignatureFD
Georgia
$28K +$4.73K +31 +21%
RFA
432
Reilly Financial Advisors
California
$27K – – –
EI
433
Ellevest Inc
New York
$27K +$27.2K +178 New
PCIA
434
Prime Capital Investment Advisors
Kansas
$26K – – –
TPCW
435
TD Private Client Wealth
New York
$25.6K +$25.3K +166 New
FRA
436
Front Row Advisors
California
$25K -$1.07K -7 -4%
GAM
437
Gemmer Asset Management
California
$25K – – –
CHA
438
Carmichael Hill & Associates
Maryland
$25K +$24.4K +160 New
WB
439
Webster Bank
Connecticut
$24K – – –
CCM
440
Covington Capital Management
California
$22K – – –
WHG
441
Westwood Holdings Group
Texas
$20K +$20K +131 New
First Manhattan
442
First Manhattan
New York
$19K – – –
SIAS
443
Shine Investment Advisory Services
Colorado
$19K – – –
EWP
444
Engrave Wealth Partners
Texas
$19K +$19.7K +129 New
WEC
445
Winslow Evans & Crocker
Massachusetts
$18K – – –
LF
446
Lee Financial
Texas
$17K -$1.37K -9 -8%
CFA
447
Carroll Financial Associates
North Carolina
$17K – – –
LC
448
Lindbrook Capital
California
$17K – – –
PCM
449
Penserra Capital Management
California
$17K +$6.87K +45 +75%
OPS
450
Orion Portfolio Solutions
Nebraska
$15K +$14.7K +96 New