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Name Holding Trade Value Shares
Change
Change in
Stake
EI
926
Ellevest Inc
New York
$389K -$46.4K -190 -10%
ACS
927
Archford Capital Strategies
Illinois
$388K +$5.37K +22 +1%
MWM
928
Modera Wealth Management
New Jersey
$385K -$1.13M -4,640 -73%
BWA
929
Blodgett Wealth Advisors
California
$385K +$61K +250 +17%
SAM
930
Smartleaf Asset Management
Massachusetts
$384K +$91K +373 +28%
GT
931
Glenmede Trust
Pennsylvania
$383K +$426K +1,745 New
PWA
932
Primoris Wealth Advisors
Florida
$381K -$6.1K -25 -1%
IA
933
Integrity Alliance
Iowa
$380K +$37.3K +153 +10%
WC
934
Waterloo Capital
Texas
$377K -$33.9K -139 -7%
SFG
935
SevenBridge Financial Group
Pennsylvania
$376K -$3.66K -15 -0.8%
SF
936
Symphony Financial
Texas
$375K +$85.9K +352 +26%
BFG
937
Beacon Financial Group
Texas
$373K -$244 -1 -0.1%
PW
938
Pandora Wealth
Illinois
$373K
PFPG
939
Pinnacle Financial Partners (Georgia)
Georgia
$370K +$412K +1,687 New
OBWG
940
Onyx Bridge Wealth Group
New York
$369K -$39.3K -161 -9%
TAM
941
Tocqueville Asset Management
New York
$365K +$8.79K +36 +2%
MA
942
MJP Associates
Connecticut
$365K +$732 +3 +0.2%
SFGM
943
Stonebridge Financial Group (Missouri)
Missouri
$365K +$406K +1,663 New
DSCM
944
Del-Sette Capital Management
New York
$364K -$3.17M -12,983 -89%
BF
945
BOK Financial
Oklahoma
$364K -$2.93K -12 -0.7%
AWM
946
AE Wealth Management
Kansas
$364K +$405K +1,659 New
AA
947
Altrafin AG
$360K
CSB
948
City State Bank
Iowa
$356K
BAM
949
Blueshift Asset Management
New Jersey
$354K -$1.19M -4,871 -75%
PCMH
950
Polymer Capital Management (HK)
Hong Kong
$351K -$36.9K -151 -9%