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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
601
Moran Wealth Management
Florida
$713K +$20.7K +125 +3%
VEA
602
Virtus ETF Advisers
New York
$713K -$67.7K -409 -8%
NRG
603
Nemes Rush Group
Michigan
$711K -$3.97K -24 -0.5%
IA
604
IAM Advisory
Pennsylvania
$706K
CFAM
605
Center For Asset Management
Florida
$706K -$5.3K -32 -0.7%
MAM
606
Madison Asset Management
Wisconsin
$692K -$12.1K -73 -2%
EI
607
Ellevest Inc
New York
$687K -$4.8K -29 -0.7%
P
608
Pitcairn
Pennsylvania
$681K +$112K +676 +18%
BMCM
609
Bryn Mawr Capital Management
Pennsylvania
$672K +$712K +4,300 New
LFAS
610
Level Four Advisory Services
Texas
$671K +$14.6K +88 +2%
MWPCG
611
Measured Wealth Private Client Group
New Hampshire
$659K +$19.4K +117 +3%
DWT
612
Dorsey & Whitney Trust
South Dakota
$652K +$11.3K +68 +2%
WI
613
Wahed Invest
New York
$650K +$88.7K +536 +15%
CG
614
Caprock Group
Idaho
$646K -$15.7K -95 -2%
ECM
615
Evergreen Capital Management
Washington
$645K
CICI
616
Capital Investment Counsel Inc
North Carolina
$642K
FFM
617
Forum Financial Management
Illinois
$641K +$3.64K +22 +0.5%
FWCM
618
Ferguson Wellman Capital Management
Oregon
$635K
MCM
619
Manchester Capital Management
Vermont
$635K
RDWM
620
Red Door Wealth Management
Tennessee
$633K
Koshinski Asset Management
621
Koshinski Asset Management
Illinois
$632K -$662 -4 -0.1%
SFA
622
Sequoia Financial Advisors
Ohio
$632K -$35.9K -217 -5%
V
623
VeraBank
Texas
$630K
AAP
624
Arax Advisory Partners
Colorado
$629K +$2.98K +18 +0.4%
BCM
625
Bienville Capital Management
New York
$627K