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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2726
Ellevest Inc
New York
$236K +$76.4K +1,351 +47%
CCC
2727
Chelsea Counsel Company
California
$235K -$197K -3,480 -45%
AHB
2728
Abner Herrman & Brock
New Jersey
$235K -$7.19K -127 -3%
SCM
2729
Southport Capital Management
Tennessee
$234K -$330K -5,836 -58%
FI
2730
Financial Insights
Washington
$234K -$27.3K -483 -10%
LL
2731
LPWM LLC
Minnesota
$234K -$17K -300 -7%
MCM
2732
Mendel Capital Management
Arkansas
$234K +$736 +13 +0.3%
SICM
2733
Sustainable Insight Capital Management
New York
$234K +$11.3K +200 +5%
CSA
2734
Cottage Street Advisors
Massachusetts
$233K +$15.4K +272 +7%
UCMOK
2735
United Capital Management of KS
Kansas
$232K -$34.3K -607 -13%
GSC
2736
G&S Capital
Colorado
$232K +$22.2K +392 +10%
RF
2737
Resolute Financial
Massachusetts
$231K +$622 +11 +0.3%
TWP
2738
Tower Wealth Partners
Pennsylvania
$231K +$32.1K +567 +16%
LA
2739
LexAurum Advisors
Kansas
$230K -$736 -13 -0.3%
AFAS
2740
Acorn Financial Advisory Services
Virginia
$230K +$5.32K +94 +2%
MSFP
2741
Mark Sheptoff Financial Planning
Connecticut
$229K -$11.3K -200 -5%
CSIA
2742
Charles Schwab Investment Advisory
California
$229K +$35.4K +626 +18%
SWA
2743
Sax Wealth Advisors
New Jersey
$228K -$163K -2,887 -41%
JC
2744
Jentner Corp
Ohio
$228K +$1.13K +20 +0.5%
HIG
2745
Heritage Investment Group
Florida
$228K +$28.3K +500 +14%
AIM
2746
Axiom Investment Management
New York
$227K -$169K -2,990 -42%
ARMC
2747
American Research & Management Company
Massachusetts
$227K -$18.4K -325 -7%
BBW
2748
Blue Barn Wealth
Utah
$227K -$13.5K -238 -6%
EBA
2749
Eagle Bay Advisors
New York
$225K -$52.9K -935 -19%
GAM
2750
Grandview Asset Management
Pennsylvania
$225K -$21.3K -377 -9%
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110
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