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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2226
Bellevue Asset Management
Washington
$102K – – –
BHWM
2227
Bay Harbor Wealth Management
Maryland
$99K +$210 +2 +0.2%
FIA
2228
FNY Investment Advisers
New York
$99K +$103K +982 New
CT
2229
Clearstead Trust
Maine
$97K – – –
SAM
2230
S.A. Mason
Michigan
$97K – – –
MAM
2231
McCarthy Asset Management
California
$97K +$105 +1 +0.1%
LFG
2232
Larson Financial Group
Missouri
$94K +$315 +3 +0.3%
EI
2233
Ellevest Inc
New York
$88K -$410K -3,902 -82%
CFFP
2234
Center for Financial Planning
Michigan
$88K -$6.3K -60 -6%
CFG
2235
CKW Financial Group
Hawaii
$86K +$21K +200 +31%
LWP
2236
Laurel Wealth Planning
Minnesota
$85K – – –
GKIM
2237
GW&K Investment Management
Massachusetts
$82K +$84.7K +806 New
RCG
2238
Rock Creek Group
District of Columbia
$81K -$82.9K -789 -50%
FFC
2239
First Financial Corp
Indiana
$79K – – –
LWP
2240
Lumature Wealth Partners
Georgia
$78K – – –
WFA
2241
West Financial Advisors
Iowa
$76K – – –
MGIM
2242
M&G Investment Management
United Kingdom
$74.2K -$37.6M -358,250 -33%
CDIA
2243
Capital Directions Investment Advisors
Georgia
$74K +$77.2K +735 New
SAM
2244
Strategic Asset Management
Minnesota
$73K – – –
M
2245
MOTCO
Texas
$73K +$8.82K +84 +13%
ED
2246
Exane Derivatives
France
$72.1K -$38.1K -363 -34%
PCC
2247
Park Circle Company
Maryland
$71K – – –
OIS
2248
Okabena Investment Services
Minnesota
$70K – – –
PCH
2249
Polar Capital Holdings
United Kingdom
$69.4K -$11.8M -112,141 -14%
PWC
2250
PYA Waltman Capital
Tennessee
$68K +$70.4K +670 New
88 89
90
91 92