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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1101
AssetMark Inc
California
$62K -$15.1K -65 -21%
AWM
1102
AllSquare Wealth Management
New York
$58K
GKIM
1103
GW&K Investment Management
Massachusetts
$58K +$54.3K +233 New
LFG
1104
Larson Financial Group
Missouri
$56K
EI
1105
Ellevest Inc
New York
$54K +$233 +1 +0.5%
TFA
1106
Toth Financial Advisory
Virginia
$53K +$466 +2 +0.9%
Simplex Trading
1107
Simplex Trading
Illinois
$50K -$182K -782 -79%
EW
1108
Evoke Wealth
California
$50K +$1.86K +8 +4%
CAM
1109
Close Asset Management
United Kingdom
$48K
TWP
1110
TFO Wealth Partners
Ohio
$48K +$44.9K +193 New
FMP
1111
Financial Management Professionals
Texas
$47K +$466 +2 +1%
JSAM
1112
J. Safra Asset Management
New York
$46K
LF
1113
Lee Financial
Texas
$46K
DCM
1114
Disciplina Capital Management
Tennessee
$43K +$1.4K +6 +4%
DWMG
1115
DB Wealth Management Group
California
$42K
SWM
1116
Selective Wealth Management
Virginia
$42K +$30.3K +130 +317%
JFGIW
1117
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K
AP
1118
Arlington Partners
Alabama
$40K -$135K -581 -78%
DWA
1119
Dougherty Wealth Advisers
Minnesota
$40K
OAJ
1120
Ogorek Anthony Joseph
New York
$40K
SCA
1121
Sandy Cove Advisors
Massachusetts
$39K -$12.1K -52 -25%
BWL
1122
Bogart Wealth LLC
Virginia
$37K -$7.92K -34 -19%
PSB
1123
Piscataqua Savings Bank
New Hampshire
$37K
NICM
1124
Neo Ivy Capital Management
New York
$36K -$527K -2,261 -94%
DI
1125
Disciplined Investments
Oklahoma
$36K -$8.38K -36 -20%