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Name Holding Trade Value Shares
Change
Change in
Stake
EI
701
Ellevest Inc
New York
$278K +$19.7K +469 +7%
JAG
702
Journey Advisory Group
Kentucky
$277K -$10.9K -259 -4%
GWM
703
Geneos Wealth Management
Colorado
$274K -$6.89K -164 -2%
CA
704
Clearstead Advisors
Ohio
$273K +$4.33K +103 +2%
CT
705
Chicago Trust
Illinois
$272K -$10.1K -240 -3%
OPS
706
Orion Portfolio Solutions
Nebraska
$272K +$6.76K +161 +2%
VFA
707
Valeo Financial Advisors
Indiana
$270K +$6.51K +155 +2%
QI
708
Qtron Investments
Massachusetts
$270K +$281K +6,681 New
TCM
709
Traynor Capital Management
Pennsylvania
$269K -$77.2K -1,839 -22%
CIA
710
Capital Investment Advisors
Georgia
$268K -$16.5K -394 -6%
IWM
711
IHT Wealth Management
Illinois
$268K +$37.9K +902 +16%
BC
712
Bridgefront Capital
Texas
$266K -$611K -14,558 -69%
HI
713
Harbour Investments
Wisconsin
$266K -$22.9K -545 -8%
BFC
714
Bedel Financial Consulting
Indiana
$263K +$8.52K +203 +3%
EARNEST Partners
715
EARNEST Partners
Georgia
$261K -$13.9K -330 -5%
FNT
716
First National Trust
Pennsylvania
$261K +$924 +22 +0.3%
GA
717
Geller Advisors
New York
$260K +$18.3K +435 +7%
FWP
718
FAS Wealth Partners
Kansas
$259K – – –
PP
719
Patron Partners
Texas
$257K +$4.12K +98 +2%
AIM
720
Anchor Investment Management
South Carolina
$257K – – –
MWPCG
721
Measured Wealth Private Client Group
New Hampshire
$256K -$88.4K -2,106 -25%
MC
722
Moors & Cabot
Massachusetts
$256K – – –
SAM
723
SignalPoint Asset Management
Missouri
$255K – – –
DT
724
Diversified Trust
Tennessee
$252K +$5.16K +123 +2%
HFM
725
Harvest Fund Management
China
$252K +$263K +6,256 New