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Name Holding Trade Value Shares
Change
Change in
Stake
TW
1226
TrinityPoint Wealth
Connecticut
$1.94M +$130K +417 +8%
FOA
1227
Five Oceans Advisors
California
$1.93M -$74.8K -240 -4%
EI
1228
Ellevest Inc
New York
$1.93M -$27.1K -87 -2%
TD Private Client Wealth
1229
TD Private Client Wealth
New York
$1.93M +$336K +1,080 +25%
PRA
1230
Pine Ridge Advisers
New York
$1.92M – – –
Balentine LLC
1231
Balentine LLC
Georgia
$1.92M +$251K +807 +18%
GEA
1232
Glen Eagle Advisors
New Jersey
$1.92M +$49.5K +159 +3%
MFW
1233
Meristem Family Wealth
Minnesota
$1.92M +$674K +2,163 +68%
Riverbridge Partners
1234
Riverbridge Partners
Minnesota
$1.91M +$14.9K +48 +0.9%
CA
1235
Calton & Associates
Florida
$1.91M -$118K -378 -7%
BWM
1236
BCS Wealth Management
Tennessee
$1.91M -$874K -2,805 -35%
PIP
1237
Polarity Investment Partners
California
$1.9M +$748K +2,400 +83%
CAM
1238
Claret Asset Management
Quebec, Canada
$1.9M -$22.4K -72 -1%
CT
1239
Cambridge Trust
Massachusetts
$1.9M +$30.8K +99 +2%
Arax Advisory Partners
1240
Arax Advisory Partners
Colorado
$1.9M +$9.34K +30 +0.6%
Fayez Sarofim & Co
1241
Fayez Sarofim & Co
Texas
$1.89M – – –
BFAG
1242
Blackston Financial Advisory Group
Florida
$1.89M +$83.2K +267 +4%
RAM
1243
Riggs Asset Management
Pennsylvania
$1.89M – – –
LGA
1244
Lebenthal Global Advisors
New York
$1.88M +$648K +2,082 +66%
NAMM
1245
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.88M -$71.9K -231 -4%
B
1246
Bridgeworth
Alabama
$1.88M -$140K -450 -8%
JCM
1247
Jacobi Capital Management
Pennsylvania
$1.87M -$141K -453 -8%
Confluence Wealth Services
1248
Confluence Wealth Services
Pennsylvania
$1.87M -$6.54K -21 -0.4%
CWM
1249
Cahaba Wealth Management
Georgia
$1.87M -$42K -135 -2%
Mather Group
1250
Mather Group
Illinois
$1.87M +$759K +2,436 +88%