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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
301
Legacy Financial Advisors
Kentucky
$67.8K +$62.9K +12,864 New
GCM
302
Genus Capital Management
British Columbia, Canada
$67.7K +$62.9K +12,850 New
EWA
303
EverSource Wealth Advisors
Alabama
$65.9K +$20.6K +4,213 +51%
GT
304
Greenleaf Trust
Michigan
$64.8K
HPM
305
Hudson Portfolio Management
New York
$64.1K -$22.5K -4,600 -27%
SIAG
306
Safeguard Investment Advisory Group
California
$63.8K +$59.3K +12,112 New
IWM
307
IHT Wealth Management
Illinois
$63.8K -$747K -152,580 -93%
VCA
308
Verdence Capital Advisors
Maryland
$63.7K +$1.99K +406 +3%
AIA
309
Alternative Investment Advisors
Florida
$63.4K
NCM
310
Northside Capital Management
Oregon
$63.2K
VWM
311
Vigilare Wealth Management
Arizona
$63.2K
EI
312
Ellevest Inc
New York
$63.1K +$2.11K +432 +4%
AAM
313
Auxier Asset Management
Oregon
$61.9K
HAG
314
HighPoint Advisor Group
Illinois
$61.5K +$215 +44 +0.4%
Bank Julius Baer & Co
315
Bank Julius Baer & Co
Switzerland
$60.8K -$1.88K -385 -3%
WA
316
Wealthstream Advisors
New York
$59.2K +$553 +113 +1%
WA
317
Westfuller Advisors
New York
$58.9K +$54.7K +11,177 New
CGL
318
Clarius Group LLC
Washington
$58.1K +$53.9K +11,022 New
FPAS
319
Focus Partners Advisor Solutions
Missouri
$57.6K +$53.5K +10,925 New
FAM
320
Formidable Asset Management
Ohio
$57.4K -$1.22K -250 -2%
ProShare Advisors
321
ProShare Advisors
Maryland
$57.1K +$3.02K +617 +6%
CAG
322
Csenge Advisory Group
Florida
$56.9K
SFC
323
SYM Financial Corp
Indiana
$55.9K +$51.9K +10,608 New
MFG
324
Merit Financial Group
Georgia
$54.3K +$50.4K +10,309 New
WPC
325
Wedmont Private Capital
Pennsylvania
$53.6K +$1.51K +308 +3%