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Name Holding Trade Value Shares
Change
Change in
Stake
EI
501
Ellevest Inc
New York
$844K +$352K +4,477 +126%
PCM
502
Prelude Capital Management
New York
$836K -$940K -11,965 -60%
WWC
503
Waypoint Wealth Counsel
Georgia
$826K +$299K +3,812 +94%
P
504
Pitcairn
Pennsylvania
$822K +$103K +1,309 +20%
SFC
505
SYM Financial Corp
Indiana
$820K -$9.27K -118 -1%
OR
506
Olympiad Research
Connecticut
$817K +$228K +2,897 +59%
MOS
507
MGO One Seven
Ohio
$816K -$7.15K -91 -1%
OAM
508
Oppenheimer Asset Management
New York
$815K +$608K +7,746 New
HFM
509
Harvest Fund Management
China
$810K +$605K +7,708 New
IIM
510
INTECH Investment Management
Florida
$809K +$604K +7,688 New
I
511
InceptionR
California
$793K +$592K +7,539 New
SFI
512
Siemens Fonds Invest
Germany
$791K +$157K +1,993 +36%
CBA
513
Coastal Bridge Advisors
Connecticut
$790K +$590K +7,514 New
TWM
514
Thrive Wealth Management
Pennsylvania
$788K +$2.67K +34 +0.5%
AWM
515
Ariadne Wealth Management
California
$784K +$48.9K +623 +11%
CFO
516
Callan Family Office
Pennsylvania
$774K +$578K +7,362 New
CPA
517
Capital Performance Advisors
California
$774K -$2.36K -30 -0.4%
CCMT
518
CMT Capital Markets Trading
Germany
$770K -$61K -777 -10%
Baird Financial Group
519
Baird Financial Group
Wisconsin
$767K +$8.01K +102 +1%
AAIS
520
ABN AMRO Investment Solutions
$763K +$63.6K +810 +13%
MYIA
521
Mount Yale Investment Advisors
Colorado
$760K +$568K +7,227 New
SWP
522
ShoreHaven Wealth Partners
New Jersey
$745K
AAM
523
Advisors Asset Management
Colorado
$745K +$295K +3,756 +113%
PPW
524
Parcion Private Wealth
Washington
$743K +$146K +1,863 +36%
ACM
525
Aspen Capital Management
Idaho
$739K +$552K +7,026 New