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Name Holding Trade Value Shares
Change
Change in
Stake
EI
176
Ellevest Inc
New York
$682K -$75.2K -2,140 -9%
AFG
177
Atomi Financial Group
New York
$679K +$135K +3,837 +23%
BP
178
Ballentine Partners
Massachusetts
$678K +$154K +4,367 +27%
HWM
179
HB Wealth Management
Georgia
$668K -$88.7K -2,522 -11%
Citigroup
180
Citigroup
New York
$666K -$72.6K -2,066 -9%
National Bank of Canada
181
National Bank of Canada
Quebec, Canada
$664K +$82K +2,333 +13%
EGM
182
Engineers Gate Manager
New York
$663K -$1.94M -55,079 -73%
YCM
183
Yousif Capital Management
Michigan
$661K
BDS
184
Banco de Sabadell
Florida
$640K +$19K +541 +3%
FFA
185
Farther Finance Advisors
California
$626K -$153K -4,345 -19%
CCIA
186
Campbell & Co Investment Adviser
Maryland
$618K -$1.85M -52,739 -74%
MWM
187
Mission Wealth Management
California
$605K -$84.6K -2,407 -12%
BEI
188
Benjamin Edwards Inc
Missouri
$591K +$285K +8,092 +83%
BCM
189
Barometer Capital Management
Ontario, Canada
$590K -$2.31M -65,600 -79%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$589K +$197K +5,614 +46%
STA
191
Summit Trail Advisors
New York
$585K +$620K +17,641 New
Lido Advisors
192
Lido Advisors
California
$575K -$170K -4,833 -22%
DFG
193
Demars Financial Group
Washington
$552K +$585K +16,650 New
DWT
194
Dorsey & Whitney Trust
South Dakota
$548K +$80.4K +2,287 +16%
AG
195
Ascent Group
Virginia
$546K -$131K -3,712 -18%
BFG
196
Bleakley Financial Group
New Jersey
$544K -$56.3K -1,602 -9%
Truist Financial
197
Truist Financial
North Carolina
$539K -$490K -13,942 -46%
DWM
198
Diversify Wealth Management
Utah
$534K -$338K -9,614 -39%
APWM
199
Argonautica Private Wealth Management
Massachusetts
$529K +$51.3K +1,460 +10%
SGA
200
Strategic Global Advisors
California
$518K +$111K +3,157 +25%