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Name Holding Trade Value Shares
Change
Change in
Stake
BRA
626
Bender Robert & Associates
California
$440K – – –
LWM
627
Laidlaw Wealth Management
New York
$440K +$677 +5 +0.1%
MCM
628
Manchester Capital Management
Vermont
$434K – – –
MWM
629
Minot Wealth Management
Massachusetts
$433K +$11.1K +82 +2%
SFS
630
Security Financial Services
Indiana
$430K -$109K -804 -16%
APC
631
Aspire Private Capital
North Carolina
$429K +$33.3K +246 +6%
EI
632
Ellevest Inc
New York
$428K +$555K +4,099 New
FWCM
633
Ferguson Wellman Capital Management
Oregon
$424K – – –
RGF
634
Retirement Guys Formula
Ohio
$424K +$72.5K +536 +15%
RDWM
635
Red Door Wealth Management
Tennessee
$421K – – –
V
636
VeraBank
Texas
$420K – – –
DT
637
Diversified Trust
Tennessee
$420K +$60.9K +450 +13%
TMAM
638
Tokio Marine Asset Management
Japan
$420K +$82.6K +610 +18%
RCWM
639
Royal Capital Wealth Management
Indiana
$419K -$1.35K -10 -0.2%
AAP
640
Arax Advisory Partners
Colorado
$418K -$3.38K -25 -0.6%
CFD
641
Creative Financial Designs
Indiana
$415K +$98.9K +731 +23%
BCA
642
Bay Colony Advisors
Massachusetts
$411K -$9.88K -73 -2%
APP
643
Alpha Paradigm Partners
Illinois
$411K +$533K +3,937 New
MCM
644
Monarch Capital Management
Indiana
$410K -$13.5K -100 -2%
MGP
645
Metis Global Partners
California
$409K -$77.1K -570 -13%
ACM
646
Allred Capital Management
Texas
$409K -$33.4K -247 -6%
BA
647
Bridgewater Advisors
New York
$408K +$1.49K +11 +0.3%
CIBC Private Wealth Group
648
CIBC Private Wealth Group
Georgia
$408K +$21.5K +159 +4%
LOIM
649
Liberty One Investment Management
Illinois
$407K +$287K +2,118 +100%
GBT
650
Grove Bank & Trust
Florida
$406K -$237K -1,754 -31%