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Name Holding Trade Value Shares
Change
Change in
Stake
EI
1126
Ellevest Inc
New York
$16.8K -$51.3K -349 -75%
AWM
1127
Abound Wealth Management
Tennessee
$16.7K +$2.5K +17 +17%
TFS
1128
TrustCore Financial Services
Tennessee
$16.7K +$2.94K +20 +21%
CAL
1129
Capital Advisors Ltd
Ohio
$16K -$72.4K -493 -81%
TSWM
1130
Tyler-Stone Wealth Management
Ohio
$16K – – –
ADL
1131
Asset Dedication LLC
California
$16K +$294 +2 +2%
SIM
1132
Studio Investment Management
Illinois
$15K +$15.1K +103 New
GC
1133
Gould Capital
Washington
$14.7K +$441 +3 +3%
CAS
1134
Coppell Advisory Solutions
Texas
$13.7K +$13.8K +94 New
CASC
1135
Coppell Advisory Solutions Corp
Texas
$13.7K +$13.8K +94 New
GCM
1136
Gables Capital Management
Florida
$13.1K – – –
CS
1137
Comerica Securities
Michigan
$12.9K +$12.9K +88 New
TFM
1138
TFC Financial Management
Massachusetts
$12.7K – – –
EIM
1139
Essex Investment Management
Massachusetts
$12K – – –
FMP
1140
Financial Management Professionals
Texas
$12K – – –
SC
1141
Steph & Co
Wisconsin
$12K – – –
OIS
1142
Okabena Investment Services
Minnesota
$11.6K – – –
AWM
1143
AllSquare Wealth Management
New York
$11.1K – – –
Loomis, Sayles & Company
1144
Loomis, Sayles & Company
Massachusetts
$11K +$2.06K +14 +23%
Cohen & Steers
1145
Cohen & Steers
New York
$11K +$3.67K +25 +46%
PCM
1146
Penserra Capital Management
California
$11K +$3.82K +26 +48%
CSPIA
1147
Cary Street Partners Investment Advisory
Virginia
$10.9K -$7.35K -50 -40%
ATC
1148
Adirondack Trust Company
New York
$10.9K – – –
GTAM
1149
Global Trust Asset Management
Florida
$10.6K -$4.11K -28 -28%
QL
1150
Quarry LP
New York
$10.5K +$10.6K +72 New