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Name Holding Trade Value Shares
Change
Change in
Stake
Terra Nova Asset Management
2151
Terra Nova Asset Management
New York
$2.74M +$179K +558 +8%
1776 Wealth
2152
1776 Wealth
Georgia
$2.74M +$57.5K +179 +2%
Ellevest Inc
2153
Ellevest Inc
New York
$2.74M +$637K +1,985 +33%
Unique Wealth Strategies
2154
Unique Wealth Strategies
Illinois
$2.74M -$89.6K -279 -3%
Haverford Financial Services
2155
Haverford Financial Services
Pennsylvania
$2.74M – – –
Purkiss Capital Advisors
2156
Purkiss Capital Advisors
Connecticut
$2.73M +$7.7K +24 +0.3%
LA
2157
Lynch & Associates
Indiana
$2.73M -$45.9K -143 -2%
Autumn Glory Partners
2158
Autumn Glory Partners
Texas
$2.72M +$1.92M +5,992 +308%
CC
2159
Corsicana & Co
Texas
$2.71M +$187K +584 +8%
Mark Sheptoff Financial Planning
2160
Mark Sheptoff Financial Planning
Connecticut
$2.71M -$72.2K -225 -3%
Quent Capital
2161
Quent Capital
New York
$2.7M +$153K +478 +6%
Fairscale Capital
2162
Fairscale Capital
New Hampshire
$2.7M -$3.21K -10 -0.1%
Peak Financial Advisors
2163
Peak Financial Advisors
Colorado
$2.69M +$2.52M +7,854 New
Cypress Capital
2164
Cypress Capital
Tennessee
$2.69M -$66.5K -207 -3%
One Wealth Advisors
2165
One Wealth Advisors
California
$2.69M +$83.8K +261 +3%
Titan Investment Management
2166
Titan Investment Management
Indiana
$2.69M +$23.8K +74 +1%
Fortune Financial Advisors
2167
Fortune Financial Advisors
Kansas
$2.69M +$385K +1,200 +18%
Valley Brook Capital Group
2168
Valley Brook Capital Group
Pennsylvania
$2.68M +$50.1K +156 +2%
Argus Investors Counsel
2169
Argus Investors Counsel
New York
$2.68M -$78K -243 -3%
Advyzon Investment Management
2170
Advyzon Investment Management
Illinois
$2.68M +$177K +551 +8%
Arista Wealth Management
2171
Arista Wealth Management
Nevada
$2.67M +$61K +190 +3%
TRB Wealth Management
2172
TRB Wealth Management
Texas
$2.67M -$642 -2 -0%
Financial Engines Advisors
2173
Financial Engines Advisors
California
$2.67M +$427K +1,330 +21%
Journey Retirement Planning & Investment Management
2174
Journey Retirement Planning & Investment Management
Idaho
$2.67M -$247K -770 -9%
SkyOak Wealth
2175
SkyOak Wealth
Michigan
$2.66M -$96.3K -300 -4%