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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
2151
Destiny Wealth Partners
Florida
$83K – – –
CBT
2152
Central Bank & Trust
Kentucky
$82K – – –
LWM
2153
Liberty Wealth Management
California
$81K +$449 +3 +0.5%
AP
2154
Atwood & Palmer
Missouri
$80K -$17.4K -116 -19%
ARMC
2155
American Research & Management Company
Massachusetts
$79K -$84.1K -562 -53%
BAMG
2156
Brand Asset Management Group
Missouri
$79K +$44.8K +299 +157%
EI
2157
Ellevest Inc
New York
$77K -$25.4K -170 -26%
EWA
2158
Evolution Wealth Advisors
Florida
$77K – – –
LF
2159
Lee Financial
Texas
$77K +$35.8K +239 +100%
FFC
2160
First Financial Corp
Indiana
$76K – – –
KFS
2161
Kelly Financial Services
Massachusetts
$75.8K +$10.8K +72 +18%
VCM
2162
Versant Capital Management
Arizona
$73K +$10.2K +68 +18%
CA
2163
Crewe Advisors
Utah
$71K – – –
AWA
2164
Artemis Wealth Advisors
New York
$69.6K +$20.8K +139 +47%
MIFH
2165
Migdal Insurance & Financial Holdings
Israel
$68K +$5.84K +39 +10%
ICM
2166
Islay Capital Management
Texas
$67K – – –
TF
2167
TimeScale Financial
Massachusetts
$67K +$299 +2 +0.5%
DTIM
2168
Danda Trouve Investment Management
Kansas
$66K – – –
NFSG
2169
Newbridge Financial Services Group
Florida
$65K +$22K +147 +58%
MIM
2170
Macroview Investment Management
Maryland
$64K – – –
SIS
2171
Sound Income Strategies
Florida
$63.9K -$10.9K -73 -16%
IWP
2172
IAG Wealth Partners
Wisconsin
$63K +$58.4K +390 New
TFGT
2173
TS Financial Group (TSFG)
Illinois
$62K +$16.2K +108 +39%
RWM
2174
Raffa Wealth Management
District of Columbia
$60.1K +$2.1K +14 +4%
HS
2175
Horan Securities
United States
$60K +$299 +2 +0.5%