Name Holding Trade Value Shares
Change
Change in
Stake
EI
1201
Ellevest Inc
New York
$57K -$26.3K -440 -33%
DSC
1202
Duncker Streett & Co
Missouri
$57K – – –
CAM
1203
Close Asset Management
United Kingdom
$57K +$53.7K +898 New
OSNBOA
1204
Old Second National Bank of Aurora
Illinois
$56K – – –
ACM
1205
AUA Capital Management
Pennsylvania
$55K – – –
APW
1206
Acima Private Wealth
Virginia
$54K – – –
KFI
1207
Key Financial Inc
Pennsylvania
$52K +$6.58K +110 +16%
RBC
1208
Roble Belko & Company
Pennsylvania
$49K -$58.2K -973 -56%
GSAM
1209
Grant Street Asset Management
Pennsylvania
$49K – – –
JFA
1210
JNBA Financial Advisors
Minnesota
$49K +$60 +1 +0.1%
CFO
1211
CVA Family Office
Colorado
$48K -$25.6K -427 -36%
SWM
1212
Selective Wealth Management
Virginia
$48K +$18.4K +308 +70%
FHC
1213
First Horizon Corporation
Tennessee
$46K – – –
PO
1214
Private Ocean
California
$46K +$5.09K +85 +13%
MWP
1215
Meridian Wealth Partners
Pennsylvania
$46K +$19.3K +322 +82%
HS
1216
Horan Securities
United States
$45K +$34.6K +578 +482%
HFM
1217
Harvest Fund Management
China
$45K +$42.4K +708 New
GWSG
1218
GPS Wealth Strategies Group
Colorado
$45K +$42.8K +716 New
FP
1219
Financial Perspectives
Minnesota
$44.2K – – –
SFFS
1220
Stonehage Fleming Financial Services
Jersey
$44K – – –
GWS
1221
Glassman Wealth Services
Virginia
$43K +$2.57K +43 +7%
SFP
1222
Sterling Financial Planning
New Jersey
$42K – – –
IFAM
1223
Institutional & Family Asset Management
Colorado
$41K -$14.7K -245 -28%
LJHT
1224
Laurie J. Hall Trustee
$41K – – –
SBL
1225
Sargent Bickham Lagudis
Colorado
$41K +$16.5K +276 +74%