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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1001
Sierra Capital
Florida
$347K -$773 -3 -0.2%
NC
1002
NinePointTwo Capital
California
$346K – – –
JSL
1003
JT Stratford LLC
Georgia
$345K -$265K -1,027 -44%
AIM
1004
Aigen Investment Management
New York
$344K +$337K +1,307 New
ST
1005
Spinnaker Trust
Maine
$343K – – –
EI
1006
Ellevest Inc
New York
$343K +$30.4K +118 +10%
RWA
1007
Redhawk Wealth Advisors
Minnesota
$341K +$4.9K +19 +1%
WANY
1008
Wealthspire Advisors (New York)
New York
$340K +$4.64K +18 +1%
FFN
1009
Focus Financial Network
Minnesota
$338K +$64.2K +249 +24%
PI
1010
Pettee Investors
Connecticut
$338K -$30.9K -120 -9%
CIA
1011
Citadel Investment Advisory
Ohio
$338K – – –
SCM
1012
Stevens Capital Management
Pennsylvania
$338K +$331K +1,284 New
BSA
1013
Bull Street Advisors
Georgia
$337K – – –
PWMG
1014
Prestige Wealth Management Group
New Jersey
$336K +$5.41K +21 +2%
OFS
1015
OneAscent Financial Services
Alabama
$336K +$102K +394 +45%
HPWM
1016
Highland Private Wealth Management
Washington
$332K -$2.58K -10 -0.8%
JWCA
1017
J.W. Coons Advisors
Ohio
$332K – – –
LDB
1018
Lee, Danner & Bass
Tennessee
$332K – – –
EHWM
1019
Eads & Heald Wealth Management
Georgia
$332K +$17K +66 +6%
PAS
1020
Park Avenue Securities
New York
$332K +$21.1K +82 +7%
EFSCE
1021
Enterprise Financial Services Corp (EFSC)
Missouri
$331K -$8.5K -33 -3%
LSA
1022
Leonteq Securities AG
Switzerland
$331K -$273K -1,059 -46%
GA
1023
GraniteShares Advisors
New York
$328K -$60.3K -234 -16%
GIA
1024
Gladstone Institutional Advisory
Florida
$325K +$318K +1,235 New
Jones Financial Companies
1025
Jones Financial Companies
Missouri
$323K -$35.8K -139 -10%