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Name Holding Trade Value Shares
Change
Change in
Stake
EI
776
Ellevest Inc
New York
$205K -$24.4K -84 -9%
CHA
777
Carmichael Hill & Associates
Maryland
$204K – – –
TCBWMS
778
Texas Capital Bank Wealth Management Services
Texas
$203K +$242K +834 New
SICM
779
Sustainable Insight Capital Management
New York
$201K -$79.6K -274 -25%
VFA
780
Valeo Financial Advisors
Indiana
$201K -$581 -2 -0.2%
BWP
781
Baldwin Wealth Partners
Massachusetts
$198K – – –
AP
782
Atwood & Palmer
Missouri
$194K – – –
CAL
783
Capital Advisors Ltd
Ohio
$194K +$33.1K +114 +17%
EWA
784
EverSource Wealth Advisors
Alabama
$189K +$30.5K +105 +16%
JEST
785
JTC Employer Solutions Trustee
Jersey
$189K +$168K +579 New
FF
786
FourThought Financial
Florida
$184K -$872 -3 -0.4%
CP
787
Castleview Partners
Texas
$174K -$527K -1,815 -72%
CT
788
Caldwell Trust
Florida
$160K – – –
RTC
789
Riverview Trust Company
Washington
$156K -$50.3K -173 -21%
FCA
790
FinTrust Capital Advisors
South Carolina
$156K – – –
HR
791
Howe & Rusling
New York
$156K – – –
APA
792
American Portfolios Advisors
New York
$153K -$84K -289 -31%
SSG
793
Summit Securities Group
New York
$151K +$83.1K +286 +85%
ALAM
794
Asahi Life Asset Management
Japan
$146K +$174K +600 New
FHA
795
First Horizon Advisors
Tennessee
$139K -$72.9K -251 -30%
PVH
796
Psagot Value Holdings
Israel
$130K – – –
TWA
797
TCI Wealth Advisors
Arizona
$123K +$4.36K +15 +3%
CAM
798
Close Asset Management
United Kingdom
$122K -$61.1M -210,200 -100%
AA
799
Alta Advisers
United Kingdom
$122K +$145K +500 New
CCM
800
Covington Capital Management
California
$118K -$872 -3 -0.6%