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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1651
Ellevest Inc
New York
$1.19M +$67.9K +181 +6%
IDBONY
1652
Israel Discount Bank of New York
New York
$1.19M -$196K -522 -15%
MW
1653
Marcum Wealth
Ohio
$1.19M -$33K -88 -3%
DWM
1654
Drive Wealth Management
Utah
$1.19M -$13.9K -37 -1%
PMA
1655
Prudent Man Advisors
Illinois
$1.19M -$17.6K -47 -2%
BWM
1656
BNC Wealth Management
Oregon
$1.19M -$340K -905 -23%
EWA
1657
Encompass Wealth Advisors
Oregon
$1.18M – – –
EFS
1658
Essex Financial Services
Connecticut
$1.18M -$460K -1,227 -29%
AC
1659
Allstate Corporation
Illinois
$1.18M – – –
RP
1660
Rice Partnership
Hawaii
$1.18M -$248K -660 -18%
RA
1661
Rational Advisors
New York
$1.18M -$640K -1,705 -36%
PAG
1662
Paladin Advisory Group
Iowa
$1.18M – – –
RCG
1663
Regatta Capital Group
California
$1.17M -$45.8K -122 -4%
LAM
1664
Lifestyle Asset Management
Texas
$1.17M -$9.01K -24 -0.8%
SMA
1665
Sage Mountain Advisors
Georgia
$1.16M +$25.1K +67 +2%
MBT
1666
Montecito Bank & Trust
California
$1.15M -$39.8K -106 -3%
SAM
1667
Sompo Asset Management
Japan
$1.15M -$154K -410 -12%
AFS
1668
Aft Forsyth & Sober
Florida
$1.15M – – –
ACA
1669
Affinity Capital Advisors
California
$1.15M -$750 -2 -0.1%
NP
1670
Ninepoint Partners
Ontario, Canada
$1.15M +$476K +1,268 +77%
ISWM
1671
Independent Solutions Wealth Management
New York
$1.15M -$62.7K -167 -5%
BAM
1672
Blueshift Asset Management
New Jersey
$1.14M +$512K +1,364 +88%
OAJ
1673
Ogorek Anthony Joseph
New York
$1.14M -$474K -1,262 -30%
MWA
1674
Meridian Wealth Advisors
Texas
$1.14M – – –
CSPIA
1675
Cary Street Partners Investment Advisory
Virginia
$1.14M +$474K +1,262 +77%
65 66
67
68 69