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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
626
Empirical Wealth Management
Washington
$204K +$210K +1,343 New
SWP
627
Stratos Wealth Partners
Ohio
$203K -$17.8K -114 -8%
AF
628
Allworth Financial
California
$201K +$74K +473 +56%
WFA
629
Wipfli Financial Advisors
Wisconsin
$196K +$202K +1,288 New
CIA
630
Capital Impact Advisors
Massachusetts
$191K -$69.8K -446 -26%
IA
631
IFP Advisors
Florida
$189K +$36.8K +235 +21%
GCS
632
Gordian Capital (Singapore)
Singapore
$166K – – –
SWA
633
SOA Wealth Advisors
New York
$152K – – –
HIIFS
634
Harel Insurance Investments & Financial Services
Israel
$148K -$10.2K -65 -6%
PCM
635
Penserra Capital Management
California
$143K +$3.76K +24 +3%
RCM
636
Raleigh Capital Management
North Carolina
$143K +$99.4K +635 +212%
EI
637
Ellevest Inc
New York
$129K -$39.8K -254 -23%
APA
638
American Portfolios Advisors
New York
$122K +$13.8K +88 +12%
UB
639
UMB Bank
Missouri
$122K -$13.3K -85 -10%
WWM
640
Wolff Wiese Magana
California
$113K -$1.56K -10 -1%
CA
641
Clearstead Advisors
Ohio
$110K – – –
MIFH
642
Migdal Insurance & Financial Holdings
Israel
$107K -$9.08K -58 -8%
ST
643
Smithfield Trust
Pennsylvania
$106K +$100K +641 +1,165%
HIA
644
Harbor Investment Advisory
Maryland
$105K -$185K -1,182 -63%
DGAM
645
Desjardins Global Asset Management
Quebec, Canada
$102K -$157 -1 -0.1%
FHA
646
First Horizon Advisors
Tennessee
$102K +$13.9K +89 +15%
QCG
647
Quadrant Capital Group
Ohio
$101K +$21K +134 +25%
LC
648
Lindbrook Capital
California
$95K +$58.4K +373 +148%
EWA
649
EverSource Wealth Advisors
Alabama
$92K +$90K +575 +1,917%
WTA
650
Washington Trust Advisors
Massachusetts
$82K +$939 +6 +1%
24 25
26
27 28