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Name Holding Trade Value Shares
Change
Change in
Stake
TPI
1201
Trust Point Inc
Wisconsin
$871K +$72.3K +250 +14%
RFN
1202
Redwood Financial Network
Ohio
$870K -$31.8K -110 -5%
EI
1203
Ellevest Inc
New York
$870K +$60.7K +210 +12%
IA
1204
Integrity Alliance
Iowa
$870K +$67.7K +234 +13%
BWL
1205
Bogart Wealth LLC
Virginia
$866K +$164K +568 +39%
AP
1206
Anchyra Partners
Georgia
$866K +$580K +2,007 New
CFA
1207
Capstone Financial Advisors
Illinois
$866K -$33K -114 -5%
DT
1208
DV Trading
Illinois
$863K -$1.45M -5,029 -72%
AA
1209
ACT Advisors
North Carolina
$860K +$4.34K +15 +0.8%
HBCM
1210
Heron Bay Capital Management
Michigan
$860K +$576K +1,993 New
CIAS
1211
Capital Investment Advisory Services
North Carolina
$859K +$91.1K +315 +19%
SDAM
1212
Shulman DeMeo Asset Management
New York
$858K +$6.65K +23 +1%
FCG
1213
Fielder Capital Group
Tennessee
$852K -$6.94K -24 -1%
DWP
1214
Daymark Wealth Partners
Ohio
$848K +$58.4K +202 +11%
ACM
1215
Allred Capital Management
Texas
$842K +$578 +2 +0.1%
GWMR
1216
GC Wealth Management RIA
Massachusetts
$840K -$155K -537 -22%
AC
1217
Apella Capital
Connecticut
$840K +$164K +566 +39%
ABLA
1218
Alan B. Lancz & Associates
Ohio
$834K -$11.6K -40 -2%
SIA
1219
SGL Investment Advisors
Montana
$834K +$527K +1,822 New
DWM
1220
Drive Wealth Management
Utah
$833K +$33.6K +116 +6%
AIA
1221
AIMZ Investment Advisors
California
$831K -$14.5K -50 -3%
PGFC
1222
Peapack-Gladstone Financial Corp
New Jersey
$829K +$88.5K +306 +19%
OL
1223
Optas LLC
Texas
$822K -$95.2K -329 -15%
TFA
1224
Transamerica Financial Advisors
Florida
$822K +$213K +738 +63%
CA
1225
Claro Advisors
Massachusetts
$813K +$156K +541 +40%