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Name Holding Trade Value Shares
Change
Change in
Stake
EI
501
Ellevest Inc
New York
$392K +$91.2K +858 +37%
MFG
502
Menard Financial Group
Texas
$389K -$7.66K -72 -2%
AWM
503
Apollon Wealth Management
South Carolina
$385K -$56.5K -531 -15%
OIA
504
OneDigital Investment Advisors
Kansas
$384K +$8.82K +83 +3%
CPIG
505
Chicago Partners Investment Group
Illinois
$383K +$43.6K +410 +17%
TPWA
506
Twin Peaks Wealth Advisors
California
$383K -$41.9K -394 -9%
TF
507
Trek Financial
Arizona
$379K +$27.2K +256 +9%
FA
508
Fiducient Advisors
Illinois
$373K -$14.4K -135 -4%
RFA
509
Register Financial Advisors
Georgia
$373K +$319K +3,000 New
VI
510
Vestcor Inc
New Brunswick, Canada
$369K -$2.55K -24 -0.8%
SPA
511
Sherbrooke Park Advisers
New York
$368K +$315K +2,961 New
CW
512
CreativeOne Wealth
Kansas
$360K -$47.8K -450 -13%
CWM
513
Congress Wealth Management
Massachusetts
$359K +$37.6K +354 +14%
HWM
514
HB Wealth Management
Georgia
$357K -$124K -1,163 -29%
IIA
515
Integral Investment Advisors
California
$356K +$11.8K +111 +4%
ACA
516
Aptus Capital Advisors
Alabama
$354K -$2.55K -24 -0.8%
CIBC Private Wealth Group
517
CIBC Private Wealth Group
Georgia
$353K -$57.2K -538 -16%
SC
518
Savant Capital
Illinois
$348K +$53.9K +507 +22%
IA
519
IFP Advisors
Florida
$339K -$46.1K -434 -16%
FAIM
520
Financial Advocates Investment Management
Washington
$338K -$45.2K -425 -14%
CMF
521
Counterpoint Mutual Funds
California
$337K -$1.11M -10,408 -79%
PWM
522
Perigon Wealth Management
California
$337K -$53.4K -502 -16%
IFWM
523
Institute for Wealth Management
Colorado
$336K +$18.4K +173 +7%
FIA
524
FNY Investment Advisers
New York
$335K +$273K +2,569 +1,946%
Chevy Chase Trust
525
Chevy Chase Trust
Maryland
$334K