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Name Holding Trade Value Shares
Change
Change in
Stake
EI
201
Ellevest Inc
New York
$353K +$67.2K +444 +24%
Glenmede Trust
202
Glenmede Trust
Pennsylvania
$351K +$1.51K +10 +0.4%
Jarislowsky, Fraser Ltd
203
Jarislowsky, Fraser Ltd
Quebec, Canada
$349K -$45.4K -300 -12%
CICI
204
Capital Investment Counsel Inc
North Carolina
$347K -$94.5K -625 -22%
PP
205
PDS Planning
Ohio
$347K +$41.9K +277 +14%
HC
206
Henshaw Capital
Massachusetts
$344K +$42.8K +283 +15%
IEQ Capital
207
IEQ Capital
California
$337K +$327K +2,159 New
FSA
208
Fort Sheridan Advisors
Illinois
$336K – – –
Tower Research Capital (TRC)
209
Tower Research Capital (TRC)
New York
$331K -$252K -1,667 -44%
OWM
210
OneAscent Wealth Management
Alabama
$330K +$26.6K +176 +9%
ATIA
211
American Trust Investment Advisors
New Hampshire
$329K – – –
Colony Group
212
Colony Group
Massachusetts
$323K +$313K +2,071 New
Johnson Investment Counsel
213
Johnson Investment Counsel
Ohio
$316K – – –
Caprock Group
214
Caprock Group
Idaho
$315K -$43.9K -290 -13%
AWM
215
Aberdeen Wealth Management
Illinois
$314K – – –
KeyBank National Association
216
KeyBank National Association
Ohio
$313K +$30.9K +204 +11%
CHAM
217
Clear Harbor Asset Management
Connecticut
$312K – – –
BONST
218
Bank of Nova Scotia Trust
Ontario, Canada
$312K +$151 +1 +0.1%
MC
219
Matisse Capital
Oregon
$312K +$303K +2,000 New
Wedbush Securities
220
Wedbush Securities
California
$309K +$58.1K +384 +24%
Boston Trust Walden
221
Boston Trust Walden
Massachusetts
$301K – – –
OCG
222
Opus Capital Group
Ohio
$300K – – –
CSPIA
223
Cary Street Partners Investment Advisory
Virginia
$297K +$287K +1,900 New
Simplex Trading
224
Simplex Trading
Illinois
$293K +$285K +1,883 New
FA
225
FDx Advisors
Illinois
$286K +$20.6K +136 +8%