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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
676
Seneca Financial Advisors
New York
$220K +$215K +1,950 New
SCA
677
Snowden Capital Advisors
New York
$219K -$4.09K -37 -2%
SCS
678
Sound Capital Solutions
Florida
$219K +$214K +1,938 New
CGA
679
Crescent Grove Advisors
Illinois
$218K +$213K +1,931 New
EI
680
Ellevest Inc
New York
$218K +$213K +1,928 New
EPW
681
Evolve Private Wealth
California
$217K -$321K -2,909 -60%
WRPWM
682
Werba Rubin Papier Wealth Management
California
$216K +$211K +1,910 New
HCM
683
Howard Capital Management
Georgia
$214K +$209K +1,894 New
NFG
684
Nations Financial Group
Iowa
$214K -$3.98K -36 -2%
PTFIS
685
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$213K
PWP
686
Principle Wealth Partners
Connecticut
$213K
CIA
687
Capital Investment Advisors
Georgia
$211K +$206K +1,868 New
FGC
688
First Growth Capital
Maryland
$210K
BFM
689
Boothbay Fund Management
New York
$210K -$1.23M -11,169 -86%
SHIM
690
Stone House Investment Management
Pennsylvania
$207K +$203K +1,834 New
BDF
691
Black Diamond Financial
Maryland
$207K
CCM
692
Cinctive Capital Management
New York
$207K +$202K +1,829 New
MCRM
693
Midway Capital Research & Management
Illinois
$205K
KWA
694
Kellett Wealth Advisors
Ohio
$204K +$199K +1,805 New
SGK
695
Steigerwald Gordon & Koch
Virginia
$203K
WAM
696
WNY Asset Management
New York
$203K +$198K +1,795 New
PWA
697
Prairie Wealth Advisors
Nebraska
$203K
FWP
698
FAS Wealth Partners
Kansas
$202K +$198K +1,788 New
FT
699
Fiduciary Trust
Massachusetts
$202K +$198K +1,788 New
CIC
700
Carnegie Investment Counsel
Ohio
$202K +$197K +1,784 New