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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
926
Jacobi Capital Management
Pennsylvania
$389K +$3.17K +13 +0.7%
EI
927
Ellevest Inc
New York
$389K -$46.4K -190 -10%
ACS
928
Archford Capital Strategies
Illinois
$388K +$5.37K +22 +1%
MWM
929
Modera Wealth Management
New Jersey
$385K -$1.13M -4,640 -73%
BWA
930
Blodgett Wealth Advisors
California
$385K +$61K +250 +17%
SAM
931
Smartleaf Asset Management
Massachusetts
$384K +$91K +373 +28%
GT
932
Glenmede Trust
Pennsylvania
$383K +$426K +1,745 New
PWA
933
Primoris Wealth Advisors
Florida
$381K -$6.1K -25 -1%
IA
934
Integrity Alliance
Iowa
$380K +$37.3K +153 +10%
WC
935
Waterloo Capital
Texas
$377K -$33.9K -139 -7%
SFG
936
SevenBridge Financial Group
Pennsylvania
$376K -$3.66K -15 -0.8%
SF
937
Symphony Financial
Texas
$375K +$85.9K +352 +26%
BFG
938
Beacon Financial Group
Texas
$373K -$244 -1 -0.1%
PW
939
Pandora Wealth
Illinois
$373K – – –
PFPG
940
Pinnacle Financial Partners (Georgia)
Georgia
$370K +$412K +1,687 New
OBWG
941
Onyx Bridge Wealth Group
New York
$369K -$39.3K -161 -9%
TAM
942
Tocqueville Asset Management
New York
$365K +$8.79K +36 +2%
MA
943
MJP Associates
Connecticut
$365K +$732 +3 +0.2%
SFGM
944
Stonebridge Financial Group (Missouri)
Missouri
$365K +$406K +1,663 New
DSCM
945
Del-Sette Capital Management
New York
$364K -$3.17M -12,983 -89%
BF
946
BOK Financial
Oklahoma
$364K -$2.93K -12 -0.7%
AWM
947
AE Wealth Management
Kansas
$364K +$405K +1,659 New
AA
948
Altrafin AG
$360K – – –
CSB
949
City State Bank
Iowa
$356K – – –
BAM
950
Blueshift Asset Management
New Jersey
$354K -$1.19M -4,871 -75%
36 37
38
39 40