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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Moran Wealth Management
Florida
$727K -$407K -2,788 -39%
HIIFS
602
Harel Insurance Investments & Financial Services
Israel
$727K -$585K -4,006 -47%
EI
603
Ellevest Inc
New York
$725K -$15.5K -106 -2%
AP
604
Advisors Preferred
Maryland
$705K +$622K +4,259 New
PIM
605
Penobscot Investment Management
Massachusetts
$705K
SFA
606
Sequoia Financial Advisors
Ohio
$699K -$18.4K -126 -3%
SEC
607
Seven Eight Capital
New York
$694K +$243K +1,665 +65%
CG
608
Caprock Group
Idaho
$693K +$92.6K +634 +18%
SWM
609
Segment Wealth Management
Texas
$692K
LFAS
610
Level Four Advisory Services
Texas
$689K -$122K -836 -17%
VT
611
Vise Technologies
New York
$687K -$65.4K -448 -10%
AWM
612
Accurate Wealth Management
Florida
$679K +$10.7K +73 +2%
LWM
613
Laidlaw Wealth Management
New York
$677K -$856K -5,862 -59%
ECM
614
Evergreen Capital Management
Washington
$676K -$39.3K -269 -6%
CICI
615
Capital Investment Counsel Inc
North Carolina
$673K -$29.2K -200 -5%
DWT
616
Dorsey & Whitney Trust
South Dakota
$672K +$4.96K +34 +0.8%
MWPCG
617
Measured Wealth Private Client Group
New Hampshire
$672K +$29.5K +202 +5%
FCBT
618
First Citizens Bank & Trust
North Carolina
$670K +$43.9K +301 +8%
FFM
619
Forum Financial Management
Illinois
$669K +$17.8K +122 +3%
FWCM
620
Ferguson Wellman Capital Management
Oregon
$666K
MCM
621
Manchester Capital Management
Vermont
$666K
RDWM
622
Red Door Wealth Management
Tennessee
$664K
Koshinski Asset Management
623
Koshinski Asset Management
Illinois
$664K -$527K -3,608 -47%
MAS
624
Meeder Advisory Services
Ohio
$662K -$24.4K -167 -4%
RGI
625
River Global Investors
United Kingdom
$661K -$7.3K -50 -1%