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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1101
CX Institutional
Indiana
$129K +$27.5K +211 +29%
AWA
1102
Arkadios Wealth Advisors
Georgia
$126K +$107K +820 +1,051%
HIIFS
1103
Harel Insurance Investments & Financial Services
Israel
$126K
TCOV
1104
Trust Company of Vermont
Vermont
$124K +$4.57K +35 +4%
PC
1105
Permanens Capital
New York
$123K -$118K -900 -50%
CLOS
1106
Compagnie Lombard Odier SCmA
Switzerland
$123K +$118K +900 New
WFMPM
1107
Woodley Farra Manion Portfolio Management
Indiana
$117K
HWA
1108
Heritage Wealth Advisors
Virginia
$115K
PFO
1109
Pathstone Family Office
New Jersey
$115K
FPFS
1110
First Personal Financial Services
North Carolina
$110K -$26.1K -200 -20%
EP
1111
Eudaimonia Partners
Tennessee
$107K -$92.7K -710 -48%
IFAM
1112
Institutional & Family Asset Management
Colorado
$107K +$2.61K +20 +3%
AF
1113
Allworth Financial
California
$105K +$15.7K +120 +19%
JFGIW
1114
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$102K -$522 -4 -0.5%
PWP
1115
Principle Wealth Partners
Connecticut
$101K +$96.1K +736 New
EI
1116
Ellevest Inc
New York
$100K +$18K +138 +23%
BCWM
1117
Bartlett & Co Wealth Management
Ohio
$99.5K +$45.6K +349 +93%
BC
1118
Bartlett & Co
Ohio
$99K +$45.6K +349 +93%
CA
1119
Clearstead Advisors
Ohio
$94K
BG
1120
Bollard Group
Massachusetts
$90K +$86.2K +660 New
FANJ
1121
Financial Architects (New Jersey)
New Jersey
$84K +$17.5K +134 +28%
TPWA
1122
TRUE Private Wealth Advisors
Oregon
$84K +$18.1K +139 +29%
PCM
1123
Penserra Capital Management
California
$83K -$89K -682 -53%
CWP
1124
CFM Wealth Partners
Texas
$81K -$14.1K -108 -15%
AWM
1125
AllSquare Wealth Management
New York
$77K