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Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
726
Hummer Financial Advisory Services
Illinois
$203K +$192K +5,630 New
IC
727
IEQ Capital
California
$203K +$193K +5,644 New
CNB
728
Camden National Bank
Maine
$201K +$191K +5,585 New
CNC
729
Camden National Corporation
Maine
$201K +$191K +5,585 New
BFC
730
Bedel Financial Consulting
Indiana
$197K +$131K +3,839 +235%
TLFA
731
True Link Financial Advisors
California
$192K – – –
MCM
732
Manchester Capital Management
Vermont
$192K +$615 +18 +0.3%
EI
733
Ellevest Inc
New York
$189K +$61K +1,786 +52%
VFA
734
Valeo Financial Advisors
Indiana
$187K -$3.96K -116 -2%
NFG
735
Next Financial Group
Texas
$186K +$14.6K +427 +9%
BAM
736
Belpointe Asset Management
Nevada
$179K +$11.1K +324 +7%
AIC
737
Ayalon Insurance Company
Israel
$174K -$609K -17,820 -79%
JFGIW
738
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$171K -$999K -29,245 -86%
Loomis, Sayles & Company
739
Loomis, Sayles & Company
Massachusetts
$168K +$76.9K +2,251 +93%
CFGS
740
Concourse Financial Group Securities
Alabama
$161K -$25.9K -758 -15%
Rockefeller Capital Management
741
Rockefeller Capital Management
New York
$157K -$123K -3,606 -45%
CCM
742
Covington Capital Management
California
$157K +$376 +11 +0.3%
MA
743
Montag & Associates
Georgia
$150K +$40.1K +1,173 +39%
CWM
744
Cedar Wealth Management
California
$149K -$180K -5,260 -56%
WAP
745
Wealthcare Advisory Partners
Pennsylvania
$147K +$139K +4,075 New
AP
746
Arlington Partners
Alabama
$140K +$56.4K +1,650 +74%
WT
747
Whittier Trust
California
$136K +$60K +1,757 +87%
IA
748
IFP Advisors
Florida
$130K -$611K -17,870 -83%
Carson Wealth (CWM LLC)
749
Carson Wealth (CWM LLC)
Nebraska
$128K – – –
TFS
750
TrustCore Financial Services
Tennessee
$127K +$649 +19 +0.5%