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Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1251
IronBridge Private Wealth
Texas
$25K – – –
DCM
1252
Disciplina Capital Management
Tennessee
$24.2K +$9.57K +45 +66%
BWM
1253
Baystate Wealth Management
Massachusetts
$24K +$213 +1 +0.9%
FCA
1254
FinTrust Capital Advisors
South Carolina
$23K – – –
TFIPS
1255
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.4K +$21.3K +100 New
SIA
1256
SkyView Investment Advisors
New Jersey
$21K +$7.45K +35 +54%
BAMG
1257
Brand Asset Management Group
Missouri
$21K +$21.3K +100 New
PMFA
1258
Plante Moran Financial Advisors
Michigan
$20K – – –
TFS
1259
TrustCore Financial Services
Tennessee
$20K – – –
FPFS
1260
First Personal Financial Services
North Carolina
$19K -$4.25K -20 -19%
GCM
1261
Gables Capital Management
Florida
$19K – – –
HL
1262
Harding Loevner
New Jersey
$18K -$50.6K -238 -74%
SC
1263
Steph & Co
Wisconsin
$18K -$1.28K -6 -7%
IWP
1264
IAG Wealth Partners
Wisconsin
$18K – – –
RA
1265
Resolute Advisors
California
$18K +$17.4K +82 New
OIS
1266
Okabena Investment Services
Minnesota
$17K -$17K -80 -50%
ETC
1267
Exchange Traded Concepts
Oklahoma
$17K +$17.2K +81 New
EI
1268
Ellevest Inc
New York
$16K -$37.4K -176 -70%
AWM
1269
AllSquare Wealth Management
New York
$16K – – –
OAJ
1270
Ogorek Anthony Joseph
New York
$15K – – –
RIM
1271
Rockbridge Investment Management
New York
$15K – – –
CIA
1272
CSat Investment Advisory
Michigan
$15K +$5.75K +27 +60%
LWA
1273
Lenox Wealth Advisors
New York
$13K -$48.3K -227 -79%
CCA
1274
Column Capital Advisors
Indiana
$13K – – –
CFD
1275
Creative Financial Designs
Indiana
$13K – – –