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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
2251
Atom Investors
Texas
$530K -$1.58M -5,059 -78%
SI
2252
Stirlingshire Investments
New York
$529K +$5.32K +17 +1%
CFC
2253
Coyle Financial Counsel
Illinois
$529K -$1.88K -6 -0.4%
SIA
2254
Sovereign Investment Advisors
Arizona
$528K – – –
EI
2255
Ellevest Inc
New York
$528K +$780K +2,491 New
CWM
2256
CCG Wealth Management
California
$527K +$25.7K +82 +6%
EFH
2257
Eaton Financial Holdings
Florida
$525K +$71.1K +227 +19%
MGAM
2258
McGowan Group Asset Management
Texas
$525K +$1.56K +5 +0.4%
GFA
2259
Gladwyn Financial Advisors
Virginia
$525K – – –
APFP
2260
Action Point Financial Planning
Michigan
$525K +$442K +1,411 New
PFG
2261
PAX Financial Group
Texas
$524K +$45.7K +146 +12%
CFA
2262
Cahill Financial Advisors
Minnesota
$524K – – –
FISPB
2263
Fideuram - Intesa Sanpaolo Private Banking
$524K +$1.25K +4 +0.3%
CWM
2264
Castle Wealth Management
Florida
$523K +$11.9K +38 +3%
VC
2265
Veracity Capital
Georgia
$523K +$19.7K +63 +5%
CIAS
2266
CFS Investment Advisory Services
New Jersey
$523K +$30.7K +98 +8%
FDCP
2267
Foster Dykema Cabot & Partners
Massachusetts
$523K – – –
FWP
2268
Flatrock Wealth Partners
California
$521K -$106K -337 -19%
MCP
2269
Miller Capital Partners
Michigan
$520K – – –
SIAP
2270
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$520K +$436K +1,392 New
FNWM
2271
Financial Network Wealth Management
Utah
$519K – – –
SDAM
2272
Shulman DeMeo Asset Management
New York
$519K +$7.51K +24 +2%
CAM
2273
Clark Asset Management
New Hampshire
$518K -$7.51K -24 -2%
PWS
2274
Proactive Wealth Strategies
Georgia
$517K +$626 +2 +0.1%
MWM
2275
Marion Wealth Management
Pennsylvania
$516K +$43.8K +140 +11%
89 90
91
92 93