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Name Holding Trade Value Shares
Change
Change in
Stake
EI
1001
Ellevest Inc
New York
$343K +$30.4K +118 +10%
RWA
1002
Redhawk Wealth Advisors
Minnesota
$341K +$4.9K +19 +1%
WANY
1003
Wealthspire Advisors (New York)
New York
$340K +$4.64K +18 +1%
FFN
1004
Focus Financial Network
Minnesota
$338K +$64.2K +249 +24%
PI
1005
Pettee Investors
Connecticut
$338K -$30.9K -120 -9%
CIA
1006
Citadel Investment Advisory
Ohio
$338K
SCM
1007
Stevens Capital Management
Pennsylvania
$338K +$331K +1,284 New
BSA
1008
Bull Street Advisors
Georgia
$337K
PWMG
1009
Prestige Wealth Management Group
New Jersey
$336K +$5.41K +21 +2%
OFS
1010
OneAscent Financial Services
Alabama
$336K +$102K +394 +45%
HPWM
1011
Highland Private Wealth Management
Washington
$332K -$2.58K -10 -0.8%
JWCA
1012
J.W. Coons Advisors
Ohio
$332K
LDB
1013
Lee, Danner & Bass
Tennessee
$332K
EHWM
1014
Eads & Heald Wealth Management
Georgia
$332K +$17K +66 +6%
PAS
1015
Park Avenue Securities
New York
$332K +$21.1K +82 +7%
EFSCE
1016
Enterprise Financial Services Corp (EFSC)
Missouri
$331K -$8.5K -33 -3%
LSA
1017
Leonteq Securities AG
Switzerland
$331K -$273K -1,059 -46%
GA
1018
GraniteShares Advisors
New York
$328K -$60.3K -234 -16%
GIA
1019
Gladstone Institutional Advisory
Florida
$325K +$318K +1,235 New
Jones Financial Companies
1020
Jones Financial Companies
Missouri
$323K -$35.8K -139 -10%
CCG
1021
Chatham Capital Group
Georgia
$323K
SNB
1022
Security National Bank
Nebraska
$318K
KFP
1023
KB Financial Partners
New Jersey
$318K +$98.9K +384 +47%
MC
1024
Machina Capital
France
$316K -$9.28K -36 -3%
CCB
1025
Cutter & Co Brokerage
Missouri
$315K