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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1551
Ellevest Inc
New York
$23K – – –
MAM
1552
Marquette Asset Management
Minnesota
$23K – – –
CG
1553
Cutler Group
California
$23K +$23.5K +100 New
PI
1554
PineBridge Investments
New York
$22K -$2.33M -9,933 -99%
HWM
1555
HighMark Wealth Management
Minnesota
$22K – – –
SCM
1556
Silvant Capital Management
Georgia
$22K – – –
PMFA
1557
Plante Moran Financial Advisors
Michigan
$21K +$2.12K +9 +11%
FPFS
1558
First Personal Financial Services
North Carolina
$19K – – –
TFS
1559
TrustCore Financial Services
Tennessee
$17K -$96.3K -410 -85%
CWM
1560
Cedar Wealth Management
California
$17K – – –
RA
1561
Rise Advisors
New York
$17K – – –
SFG
1562
Steward Financial Group
Texas
$17K – – –
CJL
1563
Cyrus J. Lawrence
New York
$17K +$17.6K +75 New
MUMSS
1564
Mitsubishi UFJ Morgan Stanley Securities
Japan
$16K -$51.7K -220 -76%
BBPWM
1565
Blue Bell Private Wealth Management
Pennsylvania
$16K – – –
CWA
1566
Clearview Wealth Advisors
Oregon
$16K – – –
CBT
1567
CoreFirst Bank & Trust
Kansas
$15K -$86.9K -370 -85%
AIP
1568
Ahrens Investment Partners
Louisiana
$14K -$82.2K -350 -85%
CFO
1569
CVA Family Office
Colorado
$14K -$22.3K -95 -61%
FA
1570
Financial Avengers
California
$14K – – –
ETC
1571
Exchange Traded Concepts
Oklahoma
$13K – – –
FP
1572
Financial Perspectives
Minnesota
$12.7K – – –
RWM
1573
Raffa Wealth Management
District of Columbia
$12.5K – – –
MGIM
1574
M&G Investment Management
United Kingdom
$12.1K +$1.12M +4,778 +10%
AWM
1575
Activest Wealth Management
Florida
$12K -$23.5K -100 -66%
61 62
63
64 65