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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
251
Everence Capital Management
Indiana
$336K
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$336K +$11.9K +38 +4%
SA
253
Sanctuary Advisors
Indiana
$333K +$24.1K +77 +9%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$328K -$66K -211 -19%
VC
255
VarCov Co
Connecticut
$319K +$283K +903 New
Skandinaviska Enskilda Banken (SEB)
256
Skandinaviska Enskilda Banken (SEB)
Sweden
$313K
GT
257
Glenmede Trust
Pennsylvania
$312K +$277K +884 New
DWG
258
Darden Wealth Group
Michigan
$311K +$31.3K +100 +13%
CL
259
Choreo LLC
Illinois
$307K +$5.63K +18 +2%
EIM
260
Essex Investment Management
Massachusetts
$300K
EI
261
Ellevest Inc
New York
$298K -$22.2K -71 -8%
QPW
262
Quantum Private Wealth
Florida
$295K
Wealth Enhancement Advisory Services
263
Wealth Enhancement Advisory Services
Minnesota
$285K +$259K +828 New
ERWM
264
Elk River Wealth Management
Colorado
$277K
FFM
265
Forum Financial Management
Illinois
$272K
PIA
266
Perennial Investment Advisors
California
$268K -$133K -426 -36%
PA
267
PFG Advisors
Arizona
$265K -$4.07K -13 -2%
PAG
268
Private Advisor Group
New Jersey
$262K +$313 +1 +0.1%
SCM
269
Shelton Capital Management
Colorado
$261K +$232K +740 New
Lido Advisors
270
Lido Advisors
California
$257K
WIP
271
WealthCare Investment Partners
Rhode Island
$256K +$216K +691 New
D.E. Shaw & Co
272
D.E. Shaw & Co
New York
$254K +$225K +720 New
HCM
273
Hollencrest Capital Management
California
$249K +$200K +638 +952%
Corient Private Wealth
274
Corient Private Wealth
Florida
$249K +$12.2K +39 +6%
CFO
275
Callan Family Office
Pennsylvania
$248K +$220K +703 New