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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
501
Allen Investment Management
New York
$344K – – –
BFO
502
Boston Family Office
Massachusetts
$342K +$87.9K +369 +32%
CW
503
CreativeOne Wealth
Kansas
$338K +$51.2K +215 +17%
EI
504
Ellevest Inc
New York
$337K -$29.1K -122 -7%
CCM
505
Cribstone Capital Management
Maine
$337K – – –
WI
506
Wahed Invest
New York
$336K +$357K +1,498 New
LFM
507
LGT Fund Management
Liechtenstein
$336K +$357K +1,500 New
Fisher Asset Management
508
Fisher Asset Management
Washington
$335K -$9.77K -41 -3%
JCM
509
Jag Capital Management
Missouri
$335K – – –
SG
510
Strid Group
Pennsylvania
$334K – – –
HR
511
Hayden Royal
North Carolina
$333K +$1.91K +8 +0.5%
SCA
512
Snowden Capital Advisors
New York
$329K +$29.8K +125 +9%
KWM
513
Kingsview Wealth Management
Oregon
$328K -$10.2K -43 -3%
WP
514
WMS Partners
Maryland
$326K -$11K -46 -3%
SBIA
515
Sheaff Brock Investment Advisors
Indiana
$325K -$20.7K -87 -6%
PWA
516
Providence Wealth Advisors
Illinois
$324K – – –
CAM
517
Columbia Asset Management
Michigan
$322K -$274K -1,150 -44%
MC
518
Manteio Capital
New Jersey
$320K +$340K +1,426 New
AC
519
ASB Consultores
Florida
$317K +$337K +1,413 New
WA1
520
Wimmer Associates 1
California
$316K +$7.15K +30 +2%
FM
521
Freemont Management
Switzerland
$316K +$112K +469 +50%
EFM
522
E Fund Management
China
$313K +$58.8K +247 +22%
DAS
523
Dynamic Advisor Solutions
Arizona
$309K +$329K +1,379 New
HWA
524
HHM Wealth Advisors
Tennessee
$306K -$30.3K -127 -9%
SHGA
525
Sand Hill Global Advisors
California
$303K – – –