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Name Holding Trade Value Shares
Change
Change in
Stake
S
526
SignatureFD
Georgia
$179K -$59 -1 -0%
FMT
527
First Mercantile Trust
Tennessee
$179K +$5.11K +87 +3%
EWM
528
Endurance Wealth Management
Rhode Island
$173K – – –
EI
529
Ellevest Inc
New York
$159K +$21.7K +370 +16%
PCTC
530
Perkins Coie Trust Company
Washington
$153K – – –
Group One Trading
531
Group One Trading
Illinois
$152K +$155K +2,640 New
TFM
532
TFC Financial Management
Massachusetts
$147K – – –
VCM
533
Vigilant Capital Management
Maine
$147K – – –
RPWA
534
Regent Peak Wealth Advisors
Georgia
$139K +$142K +2,415 New
QCG
535
Quadrant Capital Group
Ohio
$132K +$29.2K +497 +28%
GWM
536
Geneos Wealth Management
Colorado
$127K +$26.9K +458 +29%
VFA
537
Valeo Financial Advisors
Indiana
$119K -$12.7K -216 -9%
EFSCE
538
Enterprise Financial Services Corp (EFSC)
Missouri
$115K +$176 +3 +0.1%
HWA
539
Heritage Wealth Advisors
Virginia
$111K +$113K +1,931 New
HIIFS
540
Harel Insurance Investments & Financial Services
Israel
$107K +$15.5K +264 +84%
T
541
TOBAM
France
$103K – – –
JCM
542
Jacobi Capital Management
Pennsylvania
$101K – – –
PO
543
Private Ocean
California
$100K -$39.6K -675 -28%
MCM
544
Manchester Capital Management
Vermont
$99K +$6.17K +105 +6%
PWPS
545
Pinnacle Wealth Planning Services
Ohio
$98K +$100K +1,706 New
AS
546
Altshuler Shaham
Israel
$97K -$535K -9,111 -84%
HFM
547
Hartford Financial Management
Connecticut
$95K – – –
ST
548
Smithfield Trust
Pennsylvania
$91K +$6.17K +105 +7%
SFO
549
Standard Family Office
South Dakota
$88K +$90K +1,533 New
FTDI
550
First Trust Direct Indexing
Massachusetts
$86K +$88K +1,499 New