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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1651
Ellevest Inc
New York
$909K -$18.8K -452 -2%
ACS
1652
Archford Capital Strategies
Illinois
$909K -$15.3K -368 -2%
MFS
1653
Miller Financial Services
Michigan
$908K -$616K -14,792 -42%
NIM
1654
Needham Investment Management
New York
$907K – – –
ORC
1655
O'Rourke & Company
Massachusetts
$907K +$15.2K +364 +2%
OCBCO
1656
Oversea-Chinese Banking Corp (OCBC)
Singapore
$905K +$564K +13,543 +211%
AWA
1657
AGH Wealth Advisors
Kansas
$904K -$6.25K -150 -0.7%
MDA
1658
Minot DeBlois Advisors
Massachusetts
$903K -$41.9K -1,007 -5%
MVA
1659
Mount Vernon Associates
Maryland
$902K -$1.58K -38 -0.2%
VFA
1660
Voya Financial Advisors
Connecticut
$901K +$27.9K +671 +3%
TFS
1661
Thoroughbred Financial Services
Tennessee
$900K +$5.66K +136 +0.7%
TL
1662
Tradewinds LLC
North Carolina
$900K +$47K +1,130 +6%
CIA
1663
Cape Investment Advisory
Georgia
$898K +$63.9K +1,535 +8%
SP
1664
SIH Partners
Delaware
$897K +$823K +19,766 New
VCM
1665
Virtue Capital Management
Tennessee
$895K +$231K +5,548 +39%
MWM
1666
Modera Wealth Management
New Jersey
$893K -$111K -2,664 -12%
CWS
1667
Cypress Wealth Services
California
$893K -$12.9K -310 -2%
SFM
1668
Signet Financial Management
New Jersey
$892K -$31.1K -747 -4%
BCA
1669
Bay Colony Advisors
Massachusetts
$892K -$812K -19,513 -50%
ATIA
1670
American Trust Investment Advisors
New Hampshire
$892K +$107K +2,565 +15%
LMKC
1671
L.M. Kohn & Company
Ohio
$891K -$46.5K -1,117 -5%
JWM
1672
JGP Wealth Management
Oregon
$890K -$14.2K -340 -2%
SLWA
1673
San Luis Wealth Advisors
California
$888K -$575K -13,801 -41%
AWM
1674
Aviso Wealth Management
Washington
$888K -$25.9K -623 -3%
CAS
1675
Coppell Advisory Solutions
Texas
$888K +$327K +7,847 +61%
65 66
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68 69