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Name Holding Trade Value Shares
Change
Change in
Stake
CMI
1076
Clare Market Investments
Texas
$494K +$7.26K +40 +1%
PWMAG
1077
Pinnacle Wealth Management Advisory Group
New Jersey
$494K +$1.82K +10 +0.4%
CWA
1078
Consilium Wealth Advisory
Texas
$489K +$37.2K +205 +8%
IAS
1079
Insigneo Advisory Services
Florida
$486K +$200K +1,103 +65%
VCA
1080
Verdence Capital Advisors
Maryland
$486K +$55K +303 +12%
EI
1081
Ellevest Inc
New York
$485K +$12K +66 +2%
BJL
1082
Brighton Jones LLC
Washington
$484K +$43K +237 +9%
FCBT
1083
First Citizens Bank & Trust
North Carolina
$483K +$5.99K +33 +1%
JCM
1084
Jacobsen Capital Management
Utah
$480K -$124K -683 -20%
FIM
1085
Freedom Investment Management
Connecticut
$479K +$166K +913 +50%
CF
1086
Centaurus Financial
California
$477K +$33K +182 +7%
GFP
1087
Gryphon Financial Partners
Ohio
$476K +$1.82K +10 +0.4%
PIA
1088
Pinion Investment Advisors
Kansas
$475K -$35.4K -195 -7%
HL
1089
HeadInvest LLC
Maine
$475K
EH
1090
Equitable Holdings
New York
$473K +$165K +910 +50%
ICM
1091
IMS Capital Management
Oregon
$471K +$13.6K +75 +3%
IFG
1092
Independent Financial Group
California
$471K +$3.27K +18 +0.7%
KC
1093
Kenfarb & Co
Kentucky
$471K
CC
1094
Courier Capital
New York
$469K -$9.99K -55 -2%
ACS
1095
Archford Capital Strategies
Illinois
$467K -$5.99K -33 -1%
SIM
1096
Sentry Investment Management
Wisconsin
$465K -$111K -612 -19%
SHFA
1097
SC&H Financial Advisors
Maryland
$464K
IIA
1098
ICW Investment Advisors
Arizona
$463K +$54.5K +300 +13%
VFA
1099
Voya Financial Advisors
Connecticut
$461K -$27.4K -151 -5%
Point72 Asset Management
1100
Point72 Asset Management
Connecticut
$458K +$422K +2,322 +747%