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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Endurance Wealth Management
Rhode Island
$173K
EI
527
Ellevest Inc
New York
$159K +$21.7K +370 +16%
PCTC
528
Perkins Coie Trust Company
Washington
$153K
Group One Trading
529
Group One Trading
Illinois
$152K +$155K +2,640 New
TFM
530
TFC Financial Management
Massachusetts
$147K
VCM
531
Vigilant Capital Management
Maine
$147K
RPWA
532
Regent Peak Wealth Advisors
Georgia
$139K +$142K +2,415 New
QCG
533
Quadrant Capital Group
Ohio
$132K +$29.2K +497 +28%
GWM
534
Geneos Wealth Management
Colorado
$127K +$26.9K +458 +29%
VFA
535
Valeo Financial Advisors
Indiana
$119K -$12.7K -216 -9%
EFSCE
536
Enterprise Financial Services Corp (EFSC)
Missouri
$115K +$176 +3 +0.1%
HWA
537
Heritage Wealth Advisors
Virginia
$111K +$113K +1,931 New
HIIFS
538
Harel Insurance Investments & Financial Services
Israel
$107K +$15.5K +264 +84%
T
539
TOBAM
France
$103K
JCM
540
Jacobi Capital Management
Pennsylvania
$101K
PO
541
Private Ocean
California
$100K -$39.6K -675 -28%
MCM
542
Manchester Capital Management
Vermont
$99K +$6.17K +105 +6%
PWPS
543
Pinnacle Wealth Planning Services
Ohio
$98K +$100K +1,706 New
AS
544
Altshuler Shaham
Israel
$97K -$535K -9,111 -84%
HFM
545
Hartford Financial Management
Connecticut
$95K
ST
546
Smithfield Trust
Pennsylvania
$91K +$6.17K +105 +7%
SFO
547
Standard Family Office
South Dakota
$88K +$90K +1,533 New
FTDI
548
First Trust Direct Indexing
Massachusetts
$86K +$88K +1,499 New
LWANC
549
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K
ACA
550
Atlas Capital Advisors
Wyoming
$83.7K +$85.5K +1,455 New