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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
301
Augustine Asset Management
Florida
$437K -$2.95K -58 -0.6%
FHB
302
First Hawaiian Bank
Hawaii
$432K +$143K +2,809 +46%
PWM
303
Perigon Wealth Management
California
$422K +$445K +8,761 New
AWE
304
Avidian Wealth Enterprises
Texas
$421K +$21.1K +415 +5%
ISL
305
Ingalls & Snyder LLC
New York
$417K -$35.6K -700 -7%
FTDI
306
First Trust Direct Indexing
Massachusetts
$414K +$46.7K +919 +12%
Vanguard Personalized Indexing Management
307
Vanguard Personalized Indexing Management
California
$413K -$51.9K -1,021 -11%
CSIC
308
Clifford Swan Investment Counsel
California
$410K
MPPW
309
Mitchell & Pahl Private Wealth
Oklahoma
$405K -$407 -8 -0.1%
ECM
310
Evergreen Capital Management
Washington
$402K -$19.8K -390 -4%
CIA
311
Cohen Investment Advisors
New Hampshire
$401K +$2.64K +52 +0.6%
FF
312
FourThought Financial
Florida
$399K +$52.3K +1,028 +14%
XF
313
XML Financial
Maryland
$397K +$419K +8,231 New
PA
314
Parallel Advisors
California
$395K +$9.46K +186 +2%
EI
315
Ellevest Inc
New York
$392K +$17.3K +341 +4%
GIM
316
Groesbeck Investment Management
New Jersey
$392K +$414K +8,140 New
CT
317
Chicago Trust
Illinois
$386K
LA
318
Latitude Advisors
Florida
$384K +$209K +4,118 +107%
AIA
319
Avalon Investment & Advisory
Texas
$383K -$54.8K -1,077 -12%
GWM
320
GSB Wealth Management
Connecticut
$376K
TWI
321
Thomas White International
Illinois
$373K
MA
322
Mezzasalma Advisors
New Jersey
$371K
SCM
323
Stonebridge Capital Management
California
$368K
AC
324
Arjuna Capital
North Carolina
$367K +$56.6K +1,114 +17%
FTA
325
Financial & Tax Architects
Missouri
$367K +$1.78K +35 +0.5%