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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
726
Evolution Wealth Advisors
Florida
$118K +$10.9K +300 +10%
GWS
727
Glassman Wealth Services
Virginia
$116K +$12.7K +350 +12%
AWA
728
Arkadios Wealth Advisors
Georgia
$110K -$100K -2,750 -47%
GM
729
GeoWealth Management
Illinois
$106K +$106K +2,900 New
CAL
730
Capital Advisors Ltd
Ohio
$98K
PAI
731
Pittenger & Anderson Inc
Nebraska
$98K +$1.82K +50 +2%
HA
732
Herold Advisors
New York
$94K +$94.6K +2,600 New
UAML
733
US Asset Management LLC
Pennsylvania
$93K +$92.8K +2,550 New
RWM
734
Raffa Wealth Management
District of Columbia
$92.7K
PCFFS
735
Pacific Center for Financial Services
California
$91K
SWM
736
Sugarloaf Wealth Management
Georgia
$91K
SWA
737
SOA Wealth Advisors
New York
$90K -$127K -3,500 -58%
NR
738
Newfound Research
Massachusetts
$89K -$16.4K -450 -16%
TWM
739
Tradition Wealth Management
Minnesota
$81K -$5.46K -150 -6%
TFGT
740
TS Financial Group (TSFG)
Illinois
$80K
WT
741
Washington Trust
Rhode Island
$80K
EI
742
Ellevest Inc
New York
$76K -$1.82K -50 -2%
KC
743
Knuff & Co
California
$76K
MPWT
744
MassMutual Private Wealth & Trust
Connecticut
$76K
JGIA
745
Jackson Grant Investment Advisers
Connecticut
$75K
CWC
746
Carolinas Wealth Consulting
North Carolina
$68K -$10.9K -300 -14%
PA
747
PSI Advisors
Florida
$65K +$65.5K +1,800 New
HWA
748
HHM Wealth Advisors
Tennessee
$62K
Optiver Holding
749
Optiver Holding
Netherlands
$60K +$60K +1,650 New
EBA
750
Eagle Bay Advisors
New York
$59K +$56.4K +1,550 +3,100%