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Name Holding Trade Value Shares
Change
Change in
Stake
RHBC
1026
R.H. Bluestein & Co
Michigan
$281K -$428K -4,750 -56%
PFS
1027
Prospera Financial Services
Texas
$278K +$106K +1,175 +47%
EI
1028
Ellevest Inc
New York
$278K +$220K +2,440 +198%
CP
1029
Castleview Partners
Texas
$278K +$294K +3,265 +777%
HS
1030
HighVista Strategies
Massachusetts
$277K
CIAS
1031
Capital Investment Advisory Services
North Carolina
$274K -$51.3K -570 -14%
CIA
1032
Compass Ion Advisors
Pennsylvania
$274K
HI
1033
Horizon Investments
North Carolina
$272K -$469K -5,205 -59%
SAM
1034
Silvercrest Asset Management
New York
$272K -$90.1K -1,000 -22%
TPWA
1035
TRUE Private Wealth Advisors
Oregon
$271K +$68.4K +760 +27%
WA
1036
Wealth Alliance
New York
$267K -$134K -1,485 -30%
KIA
1037
KCM Investment Advisors
California
$267K -$33.3K -370 -9%
BCAM
1038
Boston Common Asset Management
Massachusetts
$267K +$7.66K +85 +2%
WANY
1039
Wealthspire Advisors (New York)
New York
$267K +$50.4K +560 +19%
SWM
1040
Salvus Wealth Management
New Jersey
$265K -$6.75K -75 -2%
FFC
1041
Fure Financial Corporation
Minnesota
$264K
ZB
1042
Zions Bancorporation
Utah
$262K -$118K -1,315 -28%
HFP
1043
Holistic Financial Partners
Indiana
$261K +$8.55K +95 +3%
ZIM
1044
Zacks Investment Management
Illinois
$261K +$311K +3,455 New
AIM
1045
Anchor Investment Management
South Carolina
$261K +$143K +1,590 +85%
YIA
1046
YHB Investment Advisors
Connecticut
$260K
NWA
1047
New World Advisors
Massachusetts
$259K +$49.5K +550 +19%
CA
1048
Clearstead Advisors
Ohio
$259K +$162K +1,800 +110%
HI
1049
Harper Investing
California
$259K +$309K +3,435 New
ST
1050
Spinnaker Trust
Maine
$258K +$4.5K +50 +1%