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Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
751
Center For Asset Management
Florida
$415K +$126K +2,009 +43%
AAMC
752
Asset Allocation & Management Company
Illinois
$412K +$414K +6,600 New
EI
753
Ellevest Inc
New York
$411K +$44.7K +712 +12%
EH
754
Equitable Holdings
New York
$410K +$21.1K +336 +5%
DWM
755
Dakota Wealth Management
Florida
$410K +$412K +6,565 New
EWA
756
EP Wealth Advisors
California
$408K +$41.9K +667 +11%
DCM
757
DGS Capital Management
New Jersey
$405K +$407K +6,477 New
BMA
758
Brooks Moore & Associates
Tennessee
$404K – – –
CTC
759
Central Trust Company
Missouri
$404K +$32.1K +512 +9%
SIG
760
Stonegate Investment Group
Alabama
$401K +$403K +6,425 New
ICP
761
Interchange Capital Partners
Pennsylvania
$399K +$401K +6,388 New
CIM
762
CIM Investment Management
Pennsylvania
$398K -$416K -6,634 -51%
IF
763
Intrua Financial
Texas
$397K +$21.8K +348 +6%
MGP
764
Metis Global Partners
California
$397K +$399K +6,353 New
GWM
765
Geneos Wealth Management
Colorado
$394K -$46.5K -741 -10%
BAM
766
Belpointe Asset Management
Nevada
$390K -$710K -11,314 -64%
DWT
767
Dorsey & Whitney Trust
South Dakota
$390K +$27.2K +434 +7%
GIA
768
Gateway Investment Advisers
Ohio
$389K -$44.4K -708 -10%
CCB
769
Cutter & Co Brokerage
Missouri
$389K +$3.83K +61 +1%
RIG
770
Roosevelt Investment Group
New York
$381K +$382K +6,090 New
CNC
771
Canandaigua National Corp
New York
$380K -$2.01K -32 -0.5%
KCM
772
Kendall Capital Management
Maryland
$379K – – –
WSC
773
Wellington Shields & Co
New York
$378K -$12.6K -200 -3%
UF
774
Univest Financial
Pennsylvania
$369K -$27.2K -434 -7%
ONST
775
Old North State Trust
North Carolina
$364K – – –