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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2226
Gables Capital Management
Florida
$103K – – –
HWMA
2227
Heritage Wealth Management (Arizona)
Arizona
$103K +$107K +1,014 New
BAM
2228
Bellevue Asset Management
Washington
$102K – – –
BHWM
2229
Bay Harbor Wealth Management
Maryland
$99K +$210 +2 +0.2%
FIA
2230
FNY Investment Advisers
New York
$99K +$103K +982 New
CT
2231
Clearstead Trust
Maine
$97K – – –
SAM
2232
S.A. Mason
Michigan
$97K – – –
MAM
2233
McCarthy Asset Management
California
$97K +$105 +1 +0.1%
LFG
2234
Larson Financial Group
Missouri
$94K +$315 +3 +0.3%
EI
2235
Ellevest Inc
New York
$88K -$410K -3,902 -82%
CFFP
2236
Center for Financial Planning
Michigan
$88K -$6.3K -60 -6%
CFG
2237
CKW Financial Group
Hawaii
$86K +$21K +200 +31%
LWP
2238
Laurel Wealth Planning
Minnesota
$85K – – –
GKIM
2239
GW&K Investment Management
Massachusetts
$82K +$84.7K +806 New
RCG
2240
Rock Creek Group
District of Columbia
$81K -$82.9K -789 -50%
FFC
2241
First Financial Corp
Indiana
$79K – – –
LWP
2242
Lumature Wealth Partners
Georgia
$78K – – –
WFA
2243
West Financial Advisors
Iowa
$76K – – –
CDIA
2244
Capital Directions Investment Advisors
Georgia
$74K +$77.2K +735 New
SAM
2245
Strategic Asset Management
Minnesota
$73K – – –
M
2246
MOTCO
Texas
$73K +$8.82K +84 +13%
ED
2247
Exane Derivatives
France
$72.1K -$38.1K -363 -34%
PCC
2248
Park Circle Company
Maryland
$71K – – –
OIS
2249
Okabena Investment Services
Minnesota
$70K – – –
PWC
2250
PYA Waltman Capital
Tennessee
$68K +$70.4K +670 New
88 89
90
91 92