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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
EI
951
Ellevest Inc
New York
$215K -$19.7K -72 -8%
PCS
952
Personal CFO Solutions
New Jersey
$215K +$241K +878 New
LWMM
953
Legacy Wealth Management (Mississippi)
Mississippi
$214K – – –
ER
954
Enlightenment Research
Florida
$213K +$219K +800 New
Vanguard Personalized Indexing Management
955
Vanguard Personalized Indexing Management
California
$212K +$237K +865 New
COF
956
Capital One Financial
Virginia
$212K +$238K +867 New
VCM
957
Versant Capital Management
Arizona
$211K – – –
SNT
958
Security National Trust
West Virginia
$208K -$18.4K -67 -7%
VCM
959
Violich Capital Management
California
$208K -$13.7K -50 -6%
SFG
960
StrategIQ Financial Group
Indiana
$207K -$8.23K -30 -3%
HIIFS
961
Harel Insurance Investments & Financial Services
Israel
$207K +$36.5K +133 +19%
FI
962
Fosun International
China
$207K +$230K +840 New
APWM
963
Atlas Private Wealth Management
New York
$206K +$231K +842 New
AAP
964
Arax Advisory Partners
Colorado
$205K -$39.8K -145 -15%
MGIA
965
Matthew Goff Investment Advisor
Texas
$205K – – –
HPWM
966
Highland Private Wealth Management
Washington
$205K +$11K +40 +5%
PJSIMP
967
P.J. Schmidt Investment Management (PJS)
Wisconsin
$205K +$230K +838 New
RZH
968
Relyea Zuckerberg Hanson
Connecticut
$203K +$7.68K +28 +4%
WSTAM
969
Wilbanks Smith & Thomas Asset Management
Virginia
$201K +$225K +819 New
ST
970
Smithfield Trust
Pennsylvania
$198K -$234K -852 -51%
BDWM
971
Brewin Dolphin Wealth Management
Ireland
$196K – – –
ETI
972
Enterprise Trust & Investment
California
$196K -$54.9K -200 -20%
TI
973
Truehand Inc
New Hampshire
$196K – – –
TC
974
Trust Company
Kansas
$196K – – –
CBT
975
Capital Bank & Trust
California
$187K -$4.39K -16 -2%