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Name Holding Trade Value Shares
Change
Change in
Stake
EI
1301
Ellevest Inc
New York
$695K +$141K +7,386 +26%
MA
1302
MCF Advisors
Kentucky
$694K -$57.9K -3,032 -8%
WCM
1303
Washington Capital Management
Washington
$690K -$24.8K -1,300 -4%
WP
1304
Westmount Partners
California
$689K +$34.5K +1,805 +5%
AJ
1305
Ashburton (Jersey)
Jersey
$689K +$28.9K +1,510 +4%
EWA
1306
EP Wealth Advisors
California
$688K -$2.48M -129,796 -94%
CCFCSB
1307
Cape Cod Five Cents Savings Bank
Massachusetts
$685K -$54.7K -2,862 -7%
RAM
1308
Roanoke Asset Management
New Jersey
$685K
FHC
1309
First Heartland Consultants
Missouri
$684K +$20K +1,045 +3%
CWP
1310
CFM Wealth Partners
Texas
$683K +$33.7K +1,764 +5%
GC
1311
Grimes & Company
Massachusetts
$682K +$103K +5,409 +18%
LKIM
1312
Lawson Kroeker Investment Management
Nebraska
$682K -$29.1K -1,525 -4%
SC
1313
SouthState Corp
Florida
$678K -$16.3K -851 -2%
LG
1314
LaFleur & Godfrey
Michigan
$678K -$10.1K -526 -1%
OCM
1315
Orleans Capital Management
Louisiana
$674K +$86K +4,500 +15%
PIA
1316
Perennial Investment Advisors
California
$674K +$93.4K +4,888 +16%
SFG
1317
SevenBridge Financial Group
Pennsylvania
$673K -$7.64K -400 -1%
WIP
1318
WealthCare Investment Partners
Rhode Island
$672K -$7.09K -371 -1%
RWPA
1319
Richard W. Paul & Associates
Michigan
$670K +$23.2K +1,214 +4%
NEWAS
1320
N.E.W. Advisory Services
Wisconsin
$670K -$35.9K -1,880 -5%
Legacy Financial Group (Iowa)
1321
Legacy Financial Group (Iowa)
Iowa
$669K -$22.3K -1,168 -3%
Members Trust
1322
Members Trust
Florida
$668K -$63.4K -3,319 -9%
RMDI
1323
R.M. Davis Inc
Maine
$668K -$11.4K -598 -2%
AC
1324
Abbrea Capital
California
$667K -$7.82K -409 -1%
Loomis, Sayles & Company
1325
Loomis, Sayles & Company
Massachusetts
$666K -$190K -9,930 -22%