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Name Holding Trade Value Shares
Change
Change in
Stake
WFA
201
West Financial Advisors
Iowa
$1.38K – – –
CHA
202
Carmichael Hill & Associates
Maryland
$1.03K – – –
RBC
203
Romano Brothers & Co
Illinois
$978 +$1.29K +71 New
EI
204
Ellevest Inc
New York
$895 +$399 +22 +51%
CCA
205
Column Capital Advisors
Indiana
$868 – – –
MCM
206
Manchester Capital Management
Vermont
$592 -$599 -33 -43%
HWA
207
HHM Wealth Advisors
Tennessee
$551 -$23.6K -1,300 -97%
SPIA
208
Steward Partners Investment Advisory
New York
$551 -$2.9K -160 -80%
BIA
209
Bell Investment Advisors
California
$496 +$272 +15 +71%
FFL
210
Financial Freedom LLC
Ohio
$482 +$635 +35 New
AWM
211
Accel Wealth Management
Iowa
$289 – – –
EWM
212
Evermay Wealth Management
Virginia
$275 – – –
FFA
213
Farther Finance Advisors
California
$275 +$363 +20 New
RA
214
Rise Advisors
New York
$138 – – –
AWM
215
Avior Wealth Management
Nebraska
$137 +$181 +10 New
QCG
216
Quadrant Capital Group
Ohio
$110 -$780 -43 -84%
MCC
217
Money Concepts Capital
Florida
$96 +$127 +7 New
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$69 +$91 +5 New
CI Investments Inc
219
CI Investments Inc
Ontario, Canada
– -$10.8M -592,759 -100%
CMG
220
Cavalry Management Group
California
– -$11.5M -518,558 Closed
WCM
221
Westerly Capital Management
California
– -$7.78M -350,000 Closed
SLG
222
Stanley-Laman Group
Pennsylvania
– -$6.46M -290,676 Closed
LCG
223
Lisanti Capital Growth
New York
– -$6.01M -270,600 Closed
SIM
224
Spark Investment Management
New York
– -$3.48M -156,400 Closed
DI
225
DFPG Investments
Utah
– -$2.9M -149,766 Closed