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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1051
Harel Insurance Investments & Financial Services
Israel
$108K -$1.19K -9 -1%
LWM
1052
Liberty Wealth Management
California
$105K -$2.77K -21 -2%
TCOV
1053
Trust Company of Vermont
Vermont
$103K -$5.27K -40 -4%
WFMPM
1054
Woodley Farra Manion Portfolio Management
Indiana
$100K
PFO
1055
Pathstone Family Office
New Jersey
$99K +$14.2K +108 +15%
HWA
1056
Heritage Wealth Advisors
Virginia
$99K -$1.71K -13 -2%
SIAS
1057
Shine Investment Advisory Services
Colorado
$95K +$2.37K +18 +2%
GSWM
1058
Golden State Wealth Management
California
$95K +$106K +807 New
BCA
1059
Berman Capital Advisors
Georgia
$93K +$24.6K +187 +30%
IFAM
1060
Institutional & Family Asset Management
Colorado
$89K -$4.74K -36 -5%
JFGIW
1061
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88K +$527 +4 +0.5%
CI
1062
CX Institutional
Indiana
$86K +$1.32K +10 +1%
FMII
1063
Farmers & Merchants Investments Inc
Nebraska
$85K -$65.4K -497 -41%
CWP
1064
CFM Wealth Partners
Texas
$83K -$9.35K -71 -9%
HIA
1065
Harbor Investment Advisory
Maryland
$82K +$5.27K +40 +6%
CA
1066
Clearstead Advisors
Ohio
$80K -$233K -1,772 -72%
EWM
1067
EPG Wealth Management
Georgia
$80K +$23.6K +179 +36%
AF
1068
Allworth Financial
California
$76K
CFA
1069
Carroll Financial Associates
North Carolina
$71K -$65.7K -499 -45%
HR
1070
Howe & Rusling
New York
$71K
EI
1071
Ellevest Inc
New York
$69K +$27.5K +209 +55%
CDIA
1072
Capital Directions Investment Advisors
Georgia
$66K
AWM
1073
AllSquare Wealth Management
New York
$66K +$5.66K +43 +8%
PO
1074
Private Ocean
California
$66K +$39.5K +300 +114%
CC
1075
Cognios Capital
Kansas
$66K +$73.9K +561 New