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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Elevatus Welath Management
New York
$131K +$133K +12,464 New
TCWM
502
Total Clarity Wealth Management
Illinois
$131K +$133K +12,424 New
Capstone Investment Advisors
503
Capstone Investment Advisors
New York
$130K +$133K +12,387 New
MA
504
MCF Advisors
Kentucky
$127K -$52.3K -4,887 -29%
CCG
505
Coastwise Capital Group
California
$123K +$1.73K +162 +1%
CI
506
CX Institutional
Indiana
$121K +$10.5K +982 +9%
HI
507
Horizon Investments
North Carolina
$118K +$12.7K +1,184 +12%
MAS
508
Meeder Advisory Services
Ohio
$118K -$77.2K -7,211 -39%
IWC
509
Integrated Wealth Concepts
Massachusetts
$117K +$119K +11,161 New
IIA
510
IPG Investment Advisors
California
$115K +$117K +10,894 New
Brown Advisory
511
Brown Advisory
Maryland
$114K +$116K +10,793 New
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$113K +$115K +10,786 New
BFM
513
Boothbay Fund Management
New York
$112K +$114K +10,675 New
AFG
514
Atomi Financial Group
New York
$112K -$59.7K -5,574 -34%
PA
515
Parallel Advisors
California
$110K -$35.9K -3,355 -24%
BL
516
Balentine LLC
Georgia
$110K +$112K +10,430 New
SFA
517
Seneca Financial Advisors
New York
$110K +$54 +5 +0%
KI
518
Kapitalo Investimentos
Brazil
$109K -$29K -2,709 -21%
DWT
519
Dorsey & Whitney Trust
South Dakota
$108K -$11 -1 -0%
P
520
Pitcairn
Pennsylvania
$106K -$39.3K -3,672 -27%
DI
521
Diligent Investors
California
$105K -$68.5K -6,400 -39%
RCM
522
Rockbridge Capital Management
Virginia
$105K
FHA
523
First Horizon Advisors
Tennessee
$103K +$86.1K +8,042 +448%
CIA
524
Cape Investment Advisory
Georgia
$100K +$22.2K +2,076 +28%
APW
525
Aventura Private Wealth
Florida
$98.9K +$100K +9,368 +29,275%