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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
2051
Front Row Advisors
California
$68K +$12.8K +153 +26%
FWM
2052
Focused Wealth Management
New York
$67K -$3.25K -39 -4%
BL
2053
Balentine LLC
Georgia
$66K -$78.5K -941 -53%
EI
2054
Ellevest Inc
New York
$66K -$39K -468 -36%
DI
2055
Disciplined Investments
Oklahoma
$66K -$4.09K -49 -6%
DTIM
2056
Danda Trouve Investment Management
Kansas
$65K +$2.09K +25 +3%
IUHSA
2057
Itau Unibanco Holding S.A.
Brazil
$64K -$46.8K -561 -41%
GAM
2058
GQ Asset Management
New York
$62K -$330K -3,955 -83%
FCM
2059
Firestone Capital Management
Florida
$62K
TF
2060
TimeScale Financial
Massachusetts
$60K
MWM
2061
MBE Wealth Management
Wisconsin
$60K +$63.9K +766 New
GWS
2062
Glassman Wealth Services
Virginia
$59K -$32.5K -390 -34%
PWMG
2063
Prestige Wealth Management Group
New Jersey
$59K +$38.8K +465 +163%
EWA
2064
Evolution Wealth Advisors
Florida
$56K -$48.2K -578 -45%
LS
2065
Leelyn Smith
Illinois
$56K -$1.17K -14 -2%
FCMT
2066
Founders Capital Management (Texas)
Texas
$55K
MF
2067
Manchester Financial
California
$55K +$8.59K +103 +17%
Loomis, Sayles & Company
2068
Loomis, Sayles & Company
Massachusetts
$53K -$173K -2,070 -76%
SFPG
2069
Stonebridge Financial Planning Group
Florida
$51K
CTB
2070
Country Trust Bank
Illinois
$50K -$83.4K -1,000 -61%
HFS
2071
HBC Financial Services
Washington
$49K +$4.17K +50 +8%
TIM
2072
Tortoise Investment Management
New York
$49K +$8.34K +100 +19%
RCG
2073
Ruggie Capital Group
Florida
$48K +$250 +3 +0.5%
NICM
2074
Neo Ivy Capital Management
New York
$48K +$51K +611 New
CIAS
2075
CBIZ Investment Advisory Services
Ohio
$47K