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Name Holding Trade Value Shares
Change
Change in
Stake
IP
601
Investment Partners
Ohio
$230K +$206K +372 New
LNB
602
Ledyard National Bank
$228K +$205K +370 New
PIM
603
Perpetual Investment Management
Australia
$228K +$205K +370 New
CA
604
Calton & Associates
Florida
$225K -$79.3K -143 -28%
CCM
605
Canal Capital Management
Virginia
$222K +$199K +359 New
MA
606
MJP Associates
Connecticut
$222K +$199K +359 New
TCA
607
Transcend Capital Advisors
New Jersey
$221K -$36K -65 -15%
CRC
608
Curi RMB Capital
Illinois
$220K -$36K -65 -15%
WU
609
Wealthsimple US
New York
$220K +$197K +356 New
HWAM
610
Hennion & Walsh Asset Management
New Jersey
$220K +$198K +357 New
FC
611
Forte Capital
New York
$219K +$197K +355 New
BMC
612
Benin Management Corp
Connecticut
$218K +$196K +353 New
WLIM
613
White Lighthouse Investment Management
Massachusetts
$216K +$194K +350 New
HB
614
Homrich & Berg
Georgia
$215K +$193K +348 New
GJIC
615
Gamble Jones Investment Counsel
California
$213K +$191K +345 New
LFAS
616
Level Four Advisory Services
Texas
$211K +$189K +341 New
AC
617
Apella Capital
Connecticut
$211K +$190K +342 New
HWMA
618
Heritage Wealth Management (Arizona)
Arizona
$211K +$190K +342 New
GWSG
619
GPS Wealth Strategies Group
Colorado
$196K +$176K +317 New
EI
620
Ellevest Inc
New York
$195K -$56K -101 -24%
CCM
621
Cribstone Capital Management
Maine
$189K
EW
622
Evoke Wealth
California
$188K +$145K +261 +607%
BAM
623
Belpointe Asset Management
Nevada
$184K +$1.66K +3 +1%
BWP
624
Baldwin Wealth Partners
Massachusetts
$175K +$8.87K +16 +6%
HIIFS
625
Harel Insurance Investments & Financial Services
Israel
$169K