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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
476
Jacobi Capital Management
Pennsylvania
$98K – – –
EI
477
Ellevest Inc
New York
$98K +$36.6K +782 +66%
ICM
478
Islay Capital Management
Texas
$92K -$15.3K -327 -15%
SF
479
Synovus Financial
Georgia
$86K -$53.6K -1,146 -40%
PO
480
Private Ocean
California
$86K – – –
MCM
481
Manchester Capital Management
Vermont
$84K – – –
HFM
482
Hartford Financial Management
Connecticut
$82K -$17.5K -375 -19%
MA
483
MCF Advisors
Kentucky
$82K +$24K +514 +46%
RWA
484
Ropes Wealth Advisors
Massachusetts
$81K +$65.3K +1,397 +621%
HFA
485
HC Financial Advisors
California
$78K – – –
C
486
Cerebellum
California
$78K +$76.6K +1,638 New
GWM
487
Geneos Wealth Management
Colorado
$76K +$234 +5 +0.3%
CIA
488
CSat Investment Advisory
Michigan
$75K -$22.8K -488 -24%
LWANC
489
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K – – –
TPCW
490
TD Private Client Wealth
New York
$72.5K -$514 -11 -0.8%
GRP
491
Global Retirement Partners
California
$70K +$280 +6 +0.4%
NICM
492
Neo Ivy Capital Management
New York
$67K -$74.2K -1,587 -54%
WTC
493
WhitTier Trust Company
Nevada
$65K – – –
AWM
494
Apollon Wealth Management
South Carolina
$60K +$56.5K +1,208 New
BFEC
495
Benjamin F. Edwards & Company
Missouri
$57K -$5.09K -109 -9%
PCM
496
Prelude Capital Management
New York
$50K +$47.3K +1,011 New
ACA
497
Atlas Capital Advisors
Wyoming
$49.7K -$11.6K -248 -20%
BCA
498
Berman Capital Advisors
Georgia
$49K +$2.1K +45 +5%
PMFA
499
Plante Moran Financial Advisors
Michigan
$46K -$3.74K -80 -8%
CCA
500
Column Capital Advisors
Indiana
$44K – – –