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Name Holding Trade Value Shares
Change
Change in
Stake
EI
501
Ellevest Inc
New York
$248K +$26.4K +457 +12%
BCM
502
Birmingham Capital Management
Alabama
$245K
SAM
503
Silvercrest Asset Management
New York
$244K
BCI
504
Brinker Capital Investments
Pennsylvania
$244K +$239K +4,143 New
DBRC
505
D.B. Root & Company
Pennsylvania
$242K +$239K +4,127 New
MA
506
MUFG Americas
New York
$240K
CIBC World Market
507
CIBC World Market
Ontario, Canada
$239K -$339K -5,869 -59%
Lido Advisors
508
Lido Advisors
California
$239K +$6.82K +118 +3%
SWP
509
Stratos Wealth Partners
Ohio
$237K +$4.86K +84 +2%
AC
510
Apella Capital
Connecticut
$235K
WFI
511
West Family Investments
California
$233K +$6.65K +115 +3%
OFW
512
Omnia Family Wealth
Florida
$229K
VCM
513
Violich Capital Management
California
$229K
VAM
514
Verity Asset Management
North Carolina
$229K +$4.86K +84 +2%
S
515
SignatureFD
Georgia
$227K +$5.66K +98 +3%
HC
516
Hamilton Capital
Ohio
$225K +$221K +3,816 New
TC
517
Telemus Capital
Michigan
$225K +$221K +3,818 New
WPW
518
Waldron Private Wealth
Pennsylvania
$224K +$217K +3,750 New
PIM
519
Penobscot Investment Management
Massachusetts
$224K +$220K +3,800 New
HI
520
Horizon Investments
North Carolina
$224K +$221K +3,825 New
Bank Julius Baer & Co
521
Bank Julius Baer & Co
Switzerland
$221K +$164K +2,845 +310%
LFP
522
Leeward Financial Partners
Washington
$221K +$217K +3,750 New
SCA
523
Sippican Capital Advisors
Massachusetts
$221K +$217K +3,750 New
AIM
524
Aigen Investment Management
New York
$216K -$5.23M -90,416 -96%
ACMA
525
Arbor Capital Management (Alaska)
Alaska
$216K +$212K +3,666 New