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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
2626
Islay Capital Management
Texas
$104K – – –
MFT
2627
Moisand Fitzgerald Tamayo
Florida
$103K -$392K -6,452 -80%
EI
2628
Ellevest Inc
New York
$103K +$669 +11 +0.7%
LPP
2629
Life Planning Partners
Florida
$101K – – –
CAC
2630
Core Alternative Capital
Georgia
$100K +$49.3K +810 +100%
RA
2631
Rise Advisors
New York
$100K +$59.2K +974 +151%
DBG
2632
De Burlo Group
Massachusetts
$99.2K +$97.3K +1,600 New
FFWM
2633
Future Financial Wealth Management
Ohio
$98K – – –
HF
2634
Halpern Financial
Virginia
$97.2K -$17.7K -291 -16%
AWM
2635
AllSquare Wealth Management
New York
$93K – – –
FEG
2636
Financial Enhancement Group
Indiana
$89K +$2.31K +38 +3%
WCMN
2637
Westchester Capital Management (Nebraska)
Nebraska
$87K – – –
CJL
2638
Cyrus J. Lawrence
New York
$86K +$84K +1,381 New
KIG
2639
Kessler Investment Group
Indiana
$84K +$5.17K +85 +7%
ASBI
2640
American State Bank (Iowa)
Iowa
$83.7K – – –
GWMI
2641
Guardian Wealth Management (Illinois)
Illinois
$82K – – –
BFG
2642
Baron Financial Group
New Jersey
$77.7K – – –
FFA
2643
Freedman Financial Associates
Massachusetts
$77K +$8.15K +134 +12%
WIM
2644
Westside Investment Management
California
$75.6K – – –
LFG
2645
Larson Financial Group
Missouri
$75K +$5.59K +92 +8%
OLVIG
2646
Oliver Lagore Vanvalin Investment Group
Michigan
$73K +$71.5K +1,175 New
MS
2647
Mizuho Securities
Japan
$71K -$56.5K -929 -45%
CC
2648
Commons Capital
Massachusetts
$70K – – –
DWMG
2649
DB Wealth Management Group
California
$70K +$5.78K +95 +9%
GCM
2650
Gladius Capital Management
Illinois
$70K +$68.4K +1,125 New
104 105
106
107 108