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Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
726
True Link Financial Advisors
California
$192K
MCM
727
Manchester Capital Management
Vermont
$192K +$615 +18 +0.3%
EI
728
Ellevest Inc
New York
$189K +$61K +1,786 +52%
VFA
729
Valeo Financial Advisors
Indiana
$187K -$3.96K -116 -2%
NFG
730
Next Financial Group
Texas
$186K +$14.6K +427 +9%
BAM
731
Belpointe Asset Management
Nevada
$179K +$11.1K +324 +7%
AIC
732
Ayalon Insurance Company
Israel
$174K -$609K -17,820 -79%
JFGIW
733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$171K -$999K -29,245 -86%
Loomis, Sayles & Company
734
Loomis, Sayles & Company
Massachusetts
$168K +$76.9K +2,251 +93%
CFGS
735
Concourse Financial Group Securities
Alabama
$161K -$25.9K -758 -15%
Rockefeller Capital Management
736
Rockefeller Capital Management
New York
$157K -$123K -3,606 -45%
CCM
737
Covington Capital Management
California
$157K +$376 +11 +0.3%
MA
738
Montag & Associates
Georgia
$150K +$40.1K +1,173 +39%
CWM
739
Cedar Wealth Management
California
$149K -$180K -5,260 -56%
WAP
740
Wealthcare Advisory Partners
Pennsylvania
$147K +$139K +4,075 New
AP
741
Arlington Partners
Alabama
$140K +$56.4K +1,650 +74%
WT
742
Whittier Trust
California
$136K +$60K +1,757 +87%
IA
743
IFP Advisors
Florida
$130K -$611K -17,870 -83%
Carson Wealth (CWM LLC)
744
Carson Wealth (CWM LLC)
Nebraska
$128K
TFS
745
TrustCore Financial Services
Tennessee
$127K +$649 +19 +0.5%
HWA
746
Heritage Wealth Advisors
Virginia
$126K -$23.3K -682 -16%
CA
747
Crewe Advisors
Utah
$123K
CT
748
Caldwell Trust
Florida
$121K
AA
749
AlphaCentric Advisors
Puerto Rico
$119K -$3.21K -94 -3%
LWM
750
Liberty Wealth Management
California
$119K