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Name Holding Trade Value Shares
Change
Change in
Stake
EI
701
Ellevest Inc
New York
$156K -$48.4K -479 -21%
CCM
702
Cribstone Capital Management
Maine
$155K
SAS
703
Stelac Advisory Services
New York
$152K
ECM
704
EMC Capital Management
Texas
$145K +$121K +1,200 +240%
AF
705
Allworth Financial
California
$143K -$42.4K -420 -20%
GCS
706
Gordian Capital (Singapore)
Singapore
$142K
CA
707
Centerpoint Advisors
Massachusetts
$140K -$7.58K -75 -4%
BAM
708
Belpointe Asset Management
Nevada
$137K -$1.79M -17,754 -90%
DAM
709
Delta Asset Management
Tennessee
$132K +$156K +1,540 New
JFGIW
710
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$132K -$5.66K -56 -4%
HFM
711
Harvest Fund Management
China
$131K -$70.8K -701 -31%
OCM
712
Osterweis Capital Management
California
$130K -$11.2K -111 -7%
RBC
713
Romano Brothers & Co
Illinois
$128K +$151K +1,494 New
AF
714
Advisornet Financial
Minnesota
$127K -$3.03K -30 -2%
GRP
715
Global Retirement Partners
California
$126K +$13.8K +137 +10%
First Manhattan
716
First Manhattan
New York
$124K
CCA
717
Column Capital Advisors
Indiana
$118K -$29.4K -291 -17%
CB
718
CNB Bank
Pennsylvania
$114K -$8.08K -80 -6%
HNB
719
Huntington National Bank
Ohio
$107K -$282K -2,789 -69%
AA
720
Alta Advisers
United Kingdom
$103K
JFG
721
JDM Financial Group
Texas
$102K +$121K +1,194 New
MCC
722
Money Concepts Capital
Florida
$93K +$108K +1,072 +6,700%
CFD
723
Creative Financial Designs
Indiana
$93K
SC
724
SouthState Corp
Florida
$90.9K +$58K +574 +117%
TSWM
725
Tyler-Stone Wealth Management
Ohio
$90K +$19.2K +190 +22%