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Name Holding Trade Value Shares
Change
Change in
Stake
MMM
1026
Mendel Money Management
Illinois
$775K +$8.18K +52 +1%
EI
1027
Ellevest Inc
New York
$774K +$14.9K +95 +2%
NW
1028
NewEdge Wealth
Pennsylvania
$771K -$158K -1,005 -16%
CMTU
1029
Capital Markets Trading (UK)
United Kingdom
$766K +$814K +5,174 New
WA1
1030
Wimmer Associates 1
California
$759K -$12.6K -80 -2%
WPC
1031
Wedmont Private Capital
Pennsylvania
$749K +$57.9K +368 +8%
SAG
1032
SageView Advisory Group
California
$748K +$795K +5,050 New
CD
1033
Chapin Davis
Maryland
$747K +$30.5K +194 +4%
CWS
1034
Confluence Wealth Services
Pennsylvania
$747K -$2.2K -14 -0.3%
BFA
1035
Beacon Financial Advisory
Ohio
$747K +$112K +709 +16%
CSA
1036
Cottage Street Advisors
Massachusetts
$746K -$51.6K -328 -6%
EWA
1037
Encompass Wealth Advisors
Oregon
$744K
CFCI
1038
Comprehensive Financial Consultants Institutional
Indiana
$744K +$52.5K +334 +7%
ATC
1039
Adirondack Trust Company
New York
$744K -$1.57K -10 -0.2%
HNB
1040
Hilltop National Bank
Wyoming
$743K +$14.5K +92 +2%
SFI
1041
Siemens Fonds Invest
Germany
$741K +$22.7K +144 +3%
SACTSONJ
1042
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$740K
NHC
1043
Nicholas Hoffman & Company
Georgia
$740K -$11.5K -73 -1%
FIA
1044
Foundations Investment Advisors
Arizona
$738K -$157 -1 -0%
WA
1045
WBH Advisory
Maryland
$737K -$8.02K -51 -1%
QI
1046
Qtron Investments
Massachusetts
$736K
CFG
1047
Cooper Financial Group
California
$736K +$60.4K +384 +8%
CAL
1048
Capital Analysts LLC
Pennsylvania
$734K +$109K +695 +16%
RA
1049
RFG Advisory
Alabama
$733K +$134K +851 +21%
CF
1050
Copperwynd Financial
Arizona
$727K +$62.6K +398 +9%