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Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
2201
Tennessee Valley Asset Management Partners
Tennessee
$202K +$209K +1,839 New
CSS
2202
Cubist Systematic Strategies
Connecticut
$201K -$392K -3,449 -65%
TCPWM
2203
Traverso Chambers Private Wealth Management
California
$201K +$209K +1,835 New
EI
2204
Ellevest Inc
New York
$197K +$202K +1,778 New
FFC
2205
First Financial Corp
Indiana
$195K – – –
IC
2206
Inscription Capital
Texas
$193K +$197K +1,735 New
PWM
2207
PRW Wealth Management
Massachusetts
$191K +$199K +1,748 New
MWC
2208
MKD Wealth Coaches
Michigan
$184K +$191K +1,677 New
AWM
2209
Aevitas Wealth Management
Massachusetts
$180K – – –
LFG
2210
LifePlan Financial Group
Ohio
$178K -$3.07K -27 -2%
CFA
2211
Camarda Financial Advisors
Florida
$178K – – –
NIM
2212
NuWave Investment Management
New Jersey
$177K -$178K -1,563 -49%
AI
2213
ArchPoint Investors
Florida
$174K – – –
TFA
2214
Transamerica Financial Advisors
Florida
$172K -$51.2K -450 -22%
ME
2215
McIlrath & Eck
Washington
$169K -$20K -176 -10%
FA
2216
Financial Advantage
Maryland
$168K +$174K +1,532 New
POIA
2217
Pin Oak Investment Advisors
Texas
$165K +$227 +2 +0.1%
Capstone Investment Advisors
2218
Capstone Investment Advisors
New York
$162K -$273K -2,400 -62%
M
2219
Mirova
France
$155K +$160K +1,409 New
Cohen & Steers
2220
Cohen & Steers
New York
$151K – – –
RCG
2221
Ruggie Capital Group
Florida
$143K +$57.1K +502 +63%
EMG
2222
ETF Managers Group
New Jersey
$142K +$20.1K +177 +16%
CLM
2223
ClearBridge LLC (Maryland)
Maryland
$140K – – –
WANY
2224
Wealthspire Advisors (New York)
New York
$140K +$145K +1,277 New
EWM
2225
Endurance Wealth Management
Rhode Island
$138K +$26.4K +232 +23%