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Name Holding Trade Value Shares
Change
Change in
Stake
EI
376
Ellevest Inc
New York
$12K +$172 +3 +1%
BAM
377
Barrett Asset Management
New York
$11K
PMFA
378
Plante Moran Financial Advisors
Michigan
$11K
CFG
379
CKW Financial Group
Hawaii
$11K +$11.7K +203 New
FPS
380
Fieldpoint Private Securities
Connecticut
$10K
RG
381
Retirement Group
California
$10K
TFO
382
Tarbox Family Office
California
$10K
1IA
383
1834 Investment Advisors
Wisconsin
$9K
RDFA
384
Ritter Daniher Financial Advisory
Ohio
$9K
AFS
385
Annapolis Financial Services
Maryland
$9K +$9.72K +169 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
386
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8K -$70.7K -1,229 -90%
FHA
387
First Horizon Advisors
Tennessee
$8K -$4.77K -83 -37%
FF
388
FourThought Financial
Florida
$8K -$172 -3 -2%
PB
389
Pinnacle Bancorp
Nebraska
$8K
BU
390
BBVA USA
Alabama
$8K +$8.34K +145 New
TAM
391
Tucker Asset Management
Colorado
$7.99K
Schroder Investment Management Group
392
Schroder Investment Management Group
United Kingdom
$7K -$6.44K -112 -48%
FRA
393
Front Row Advisors
California
$7K -$172 -3 -2%
BBHC
394
Brown Brothers Harriman & Co
New York
$7K
CFB
395
Cullen/Frost Bankers
Texas
$6K
First Manhattan
396
First Manhattan
New York
$6K
GWS
397
Glassman Wealth Services
Virginia
$6K
HWMA
398
Heritage Wealth Management (Arizona)
Arizona
$6K
WT
399
Whittier Trust
California
$6K
BC
400
Bartlett & Co
Ohio
$6K +$5.75K +100 New