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Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
876
Colonial River Investments
Virginia
$420K +$355K +1,961 New
AFG
877
Allegheny Financial Group
Pennsylvania
$420K +$542 +3 +0.2%
MCM
878
Manchester Capital Management
Vermont
$419K -$2.17K -12 -0.6%
SIG
879
Stonegate Investment Group
Alabama
$412K +$68.9K +381 +26%
EGA
880
E&G Advisors
Texas
$409K -$40.7K -225 -11%
EI
881
Ellevest Inc
New York
$407K -$29.8K -165 -8%
PIA
882
Powell Investment Advisors
Florida
$405K +$45.2K +250 +16%
TM
883
TigerOak Management
New Mexico
$403K – – –
FSA
884
Fort Sheridan Advisors
Illinois
$400K +$4.52K +25 +1%
QWP
885
Quotient Wealth Partners
Texas
$398K +$2.35K +13 +0.7%
IWA
886
IVC Wealth Advisors
Pennsylvania
$398K – – –
RWM
887
Ritholtz Wealth Management
New York
$394K -$122K -673 -28%
CCM
888
Coldstream Capital Management
Washington
$393K -$16.8K -93 -5%
ACS
889
Archford Capital Strategies
Illinois
$393K -$335K -1,854 -51%
OR
890
Olympiad Research
Connecticut
$392K +$317K +1,754 New
GLA
891
Good Life Advisors
Pennsylvania
$391K +$316K +1,748 New
OP
892
ORG Partners
Indiana
$387K -$53.2K -294 -14%
AA
893
Alta Advisers
United Kingdom
$387K – – –
BF
894
BOK Financial
Oklahoma
$386K +$77.4K +428 +33%
WGC
895
Watts Gwilliam & Co
Arizona
$385K +$12.1K +67 +4%
JCM
896
Jacobi Capital Management
Pennsylvania
$383K -$8.14K -45 -3%
EFG
897
Everhart Financial Group
Ohio
$382K +$309K +1,708 New
PW
898
Pandora Wealth
Illinois
$380K -$145K -800 -32%
SMFG
899
Sumitomo Mitsui Financial Group
Japan
$380K +$309K +1,708 New
BFG
900
Beacon Financial Group
Texas
$380K +$36.2K +200 +13%
34 35
36
37 38