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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
176
Legacy Financial Advisors
Kentucky
$234K +$204K +11,194 New
M&T Bank
177
M&T Bank
New York
$232K -$134K -7,384 -40%
BHPW
178
Beverly Hills Private Wealth
California
$230K +$201K +11,032 New
FFM
179
Forum Financial Management
Illinois
$224K +$195K +10,723 New
DCM
180
DGS Capital Management
New Jersey
$219K -$22.5K -1,236 -11%
WT
181
Whittier Trust
California
$216K
FAFN
182
First Affirmative Financial Network
Colorado
$216K +$188K +10,350 New
FCM
183
Firsthand Capital Management
California
$215K
FWI
184
Facet Wealth Inc
Maryland
$214K -$745 -41 -0.4%
CAN
185
Cetera Advisor Networks
California
$214K -$35.9K -1,977 -16%
SMH
186
Sanders Morris Harris
Texas
$213K +$180K +9,879 New
EI
187
Ellevest Inc
New York
$213K +$185K +10,199 New
CCP
188
Clifford Capital Partners
Utah
$212K -$22.8K -1,255 -11%
B
189
BetterWealth
California
$210K +$183K +10,056 New
BCI
190
Brinker Capital Investments
Pennsylvania
$209K +$175K +9,647 New
OPS
191
Orion Portfolio Solutions
Nebraska
$209K +$175K +9,647 New
CAL
192
Capital Analysts LLC
Pennsylvania
$206K +$10.6K +582 +6%
QCG
193
Quadrant Capital Group
Ohio
$202K -$2.62K -144 -1%
CIM
194
Contravisory Investment Management
Massachusetts
$200K +$175K +9,601 New
EWA
195
EverSource Wealth Advisors
Alabama
$155K -$8.45K -465 -6%
EL
196
EMFO LLC
Florida
$150K
BGAI
197
Bruce G. Allen Investments
Colorado
$140K +$122K +6,712 New
GI
198
GAMMA Investing
California
$132K +$127K +7,004 New
1832 Asset Management
199
1832 Asset Management
Ontario, Canada
$97.2K -$37.3K -2,053 -31%
TRCT
200
Tower Research Capital (TRC)
New York
$93.4K +$3.75K +206 +5%