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Name Holding Trade Value Shares
Change
Change in
Stake
FC
651
Fulcrum Capital
Washington
$265K
LWANC
652
Laurel Wealth Advisors (North Carolina)
North Carolina
$263K
2L
653
25 LLC
Missouri
$260K -$24.4K -86 -9%
C
654
Covestor
United Kingdom
$259K +$44K +155 +21%
FC
655
FORA Capital
Florida
$259K -$1.5M -5,273 -86%
EI
656
Ellevest Inc
New York
$258K -$2.84K -10 -1%
PA
657
Profund Advisors
Maryland
$256K +$44.8K +158 +22%
SAM
658
Strategy Asset Managers
California
$255K -$2.56K -9 -1%
MSFS
659
Main Street Financial Solutions
Pennsylvania
$255K -$3.97K -14 -2%
IWC
660
Integrated Wealth Concepts
Massachusetts
$250K -$1.58M -5,563 -87%
MA
661
MCF Advisors
Kentucky
$250K +$27.2K +96 +13%
P
662
&Partners
Tennessee
$248K +$233K +820 New
VAS
663
Vestmark Advisory Solutions
Massachusetts
$248K +$238K +837 New
GIA
664
Gladstone Institutional Advisory
Florida
$248K +$238K +837 New
BFG
665
Bleakley Financial Group
New Jersey
$247K -$12.8K -45 -5%
FL
666
Fort LP
Maryland
$247K -$25.5K -90 -10%
Lido Advisors
667
Lido Advisors
California
$246K -$40.9K -144 -15%
SW
668
Simplicity Wealth
New Jersey
$246K +$236K +831 New
HAG
669
HighPoint Advisor Group
Illinois
$246K +$568 +2 +0.2%
SAM
670
Silvercrest Asset Management
New York
$246K
RWP
671
RWA Wealth Partners
Massachusetts
$245K +$284 +1 +0.1%
CWS
672
Confluence Wealth Services
Pennsylvania
$245K +$235K +828 New
EWA
673
EP Wealth Advisors
California
$240K +$5.68K +20 +3%
PWM
674
Perigon Wealth Management
California
$239K +$229K +808 New
VCG
675
Vantage Consulting Group
Virginia
$239K -$10.5K -37 -4%