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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
376
Elevation Wealth Partners
California
$4.4K +$4.2K +101 New
NFSG
377
Newbridge Financial Services Group
Florida
$4.36K
BCMLT
378
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.27K
CFB
379
Cullen/Frost Bankers
Texas
$4.22K +$4.03K +97 New
BCWM
380
Bartlett & Co Wealth Management
Ohio
$3.48K
MFT
381
Moisand Fitzgerald Tamayo
Florida
$3.48K
CT
382
Colonial Trust
South Carolina
$3.01K
SSB
383
Sandy Spring Bank
Maryland
$2.96K
OWA
384
Opal Wealth Advisors
New York
$2.66K +$2.54K +61 New
FMII
385
Farmers & Merchants Investments Inc
Nebraska
$2.48K
FHA
386
First Horizon Advisors
Tennessee
$2.13K
BG
387
Bollard Group
Massachusetts
$2K
SFCL
388
Strengthening Families & Communities LLC
Massachusetts
$2K +$2.08K +50 New
IC
389
Innealta Capital
Texas
$1.74K +$1.66K +40 New
IAIM
390
International Assets Investment Management
Florida
$1.52K +$1.46K +35 New
SIC
391
SJS Investment Consulting
Ohio
$1.26K
S
392
Sachetta
Massachusetts
$1.13K
VCM
393
Versant Capital Management
Arizona
$915
AFWM
394
Abich Financial Wealth Management
Virginia
$915 +$873 +21 New
DPW
395
DiNuzzo Private Wealth
Pennsylvania
$654 +$125 +3 +25%
RI
396
Ridgewood Investments
New Jersey
$550 +$541 +13 New
MG
397
Mather Group
Illinois
$423 +$416 +10 New
GI
398
Gradient Investments
Minnesota
$348
AAP
399
Arax Advisory Partners
Colorado
$305 +$291 +7 New
DCM
400
Driehaus Capital Management
Illinois
-$21M -497,198 Closed