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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
826
Penobscot Investment Management
Massachusetts
$324K +$12.5K +200 +4%
EI
827
Ellevest Inc
New York
$324K +$83.9K +1,341 +38%
JF
828
Joule Financial
Kentucky
$323K -$42.6K -681 -12%
WPW
829
Waldron Private Wealth
Pennsylvania
$322K +$29.8K +476 +11%
EWA
830
EP Wealth Advisors
California
$320K -$47.4K -757 -14%
MC
831
Maverick Capital
Texas
$319K +$302K +4,823 New
SMC
832
Smith, Moore & Co
Missouri
$318K -$7.82K -125 -3%
IWM
833
IHT Wealth Management
Illinois
$317K -$42.6K -680 -12%
SIMG
834
Sonora Investment Management Group
Arizona
$316K +$299K +4,776 New
MWM
835
Modern Wealth Management
Kansas
$314K +$297K +4,749 New
CSPIA
836
Cary Street Partners Investment Advisory
Virginia
$310K +$6.82K +109 +2%
SCM
837
Shelton Capital Management
Colorado
$309K -$23.8K -381 -8%
SWM
838
Silverlake Wealth Management
Vermont
$309K +$188 +3 +0.1%
LSAG
839
Lake Street Advisors Group
New Hampshire
$308K +$292K +4,659 New
MG
840
Mather Group
Illinois
$305K +$15.1K +242 +6%
SWM
841
Scissortail Wealth Management
Oklahoma
$303K +$270K +4,312 New
AFT
842
Alpha Family Trust
California
$303K – – –
AT
843
Arden Trust
Delaware
$302K -$10.3K -165 -3%
DA
844
Dover Advisors
Virginia
$302K -$67.8K -1,083 -19%
QCG
845
Quadrant Capital Group
Ohio
$301K -$18.7K -299 -6%
BC
846
Bridgefront Capital
Texas
$297K +$281K +4,484 New
CWP
847
Concord Wealth Partners
Virginia
$296K -$19.2K -307 -6%
HIC
848
Holderness Investments Company
North Carolina
$296K +$280K +4,471 New
ILI
849
Invesco LLC (Illinois)
Illinois
$295K -$7.2K -115 -3%
TPWA
850
TRUE Private Wealth Advisors
Oregon
$294K -$8.13K -130 -3%