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Name Holding Trade Value Shares
Change
Change in
Stake
SP
751
Successful Portfolios
Florida
$216K +$188K +6,798 New
PCM
752
Pinz Capital Management
New York
$216K +$188K +6,800 New
BCI
753
Brinker Capital Investments
Pennsylvania
$215K -$169K -6,128 -48%
HB
754
Homrich & Berg
Georgia
$214K +$186K +6,738 New
FWM
755
Focused Wealth Management
New York
$213K – – –
LI
756
Lafayette Investments
Maryland
$212K +$185K +6,692 New
IC
757
Intersect Capital
California
$211K +$184K +6,652 New
WSFS
758
Wilmington Savings Fund Society
Delaware
$209K +$182K +6,590 New
SFSIG
759
San Francisco Sentry Investment Group
California
$208K +$34.5K +1,250 +24%
RWA
760
River Wealth Advisors
Pennsylvania
$207K +$180K +6,516 New
HGWM
761
Horst & Graben Wealth Management
Oregon
$207K +$180K +6,527 New
MC
762
Moors & Cabot
Massachusetts
$205K +$177K +6,420 New
EI
763
Ellevest Inc
New York
$201K +$113K +4,104 +184%
RIA
764
Realta Investment Advisors
Delaware
$201K +$175K +6,331 New
SI
765
Stephens Inc
Arkansas
$201K +$175K +6,345 New
CAM
766
CenterStar Asset Management
Illinois
$200K – – –
ASC
767
Atalanta Sosnoff Capital
New York
$200K +$174K +6,304 New
WW
768
Westshore Wealth
California
$200K +$174K +6,314 New
IAIM
769
International Assets Investment Management
Florida
$198K +$856K +31,023 +92%
KFI
770
Key Financial Inc
Pennsylvania
$192K +$4K +145 +2%
EP
771
Eudaimonia Partners
Tennessee
$187K +$28 +1 +0%
CFG
772
CKW Financial Group
Hawaii
$186K -$19.3K -700 -11%
AWA
773
Arkadios Wealth Advisors
Georgia
$184K +$45.4K +1,646 +39%
FMB
774
Field & Main Bank
Kentucky
$173K +$139K +5,035 +1,259%
Carson Wealth (CWM LLC)
775
Carson Wealth (CWM LLC)
Nebraska
$161K – – –