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Name Holding Trade Value Shares
Change
Change in
Stake
Clearstead Advisors
876
Clearstead Advisors
Ohio
$58K -$327K -7,691 -79%
BCA
877
Berman Capital Advisors
Georgia
$57K +$20K +471 +31%
RCA
878
Ranch Capital Advisors
Florida
$54K -$2.89K -68 -4%
PO
879
Private Ocean
California
$54K +$85 +2 +0.1%
IFAM
880
Institutional & Family Asset Management
Colorado
$54K +$57K +1,340 +270%
LC
881
Lindbrook Capital
California
$53K -$15.3K -360 -16%
Benjamin Edwards Inc
882
Benjamin Edwards Inc
Missouri
$53K +$76.5K +1,800 New
VCM
883
Vigilant Capital Management
Maine
$52K -$14.7K -345 -16%
CAW
884
Cornerstone Advisors (Washington)
Washington
$52K +$850 +20 +1%
Bank Julius Baer & Co
885
Bank Julius Baer & Co
Switzerland
$52K +$75K +1,764 New
VRM
886
Vectors Research Management
New York
$50K -$23.3K -549 -24%
LB
887
Legacy Bridge
Iowa
$50K +$1.19K +28 +2%
KPW
888
Kore Private Wealth
New York
$50K +$1.7K +40 +2%
OSNBOA
889
Old Second National Bank of Aurora
Illinois
$50K +$15.2K +357 +27%
FFC
890
First Financial Corp
Indiana
$49K -$7.74K -182 -10%
EI
891
Ellevest Inc
New York
$48K +$1.61K +38 +2%
KPCM
892
Kings Point Capital Management
New York
$47K -$1.06K -25 -2%
TPWA
893
TRUE Private Wealth Advisors
Oregon
$46K -$10.2K -239 -13%
WFMPM
894
Woodley Farra Manion Portfolio Management
Indiana
$44K -$2.29K -54 -3%
EWP
895
Engrave Wealth Partners
Texas
$44K – – –
WAS
896
Winch Advisory Services
Wisconsin
$44K +$9.48K +223 +17%
VCP
897
Verus Capital Partners
Arizona
$43K +$3.48K +82 +6%
HWA
898
HHM Wealth Advisors
Tennessee
$42K +$60.5K +1,423 New
VCM
899
Versant Capital Management
Arizona
$41K -$16.4K -387 -21%
CBT
900
Central Bank & Trust
Kentucky
$41K -$7.44K -175 -11%