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Name Holding Trade Value Shares
Change
Change in
Stake
DA
301
Denali Advisors
California
$16K
CFB
302
Cullen/Frost Bankers
Texas
$16K +$16K +308 New
CP
303
Castleview Partners
Texas
$13K +$13.3K +256 New
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$11K -$34.2K -660 -75%
GAM
305
Gemmer Asset Management
California
$11K
CFFP
306
Center for Financial Planning
Michigan
$10K
CA
307
Clearstead Advisors
Ohio
$10K
HFA
308
Hoover Financial Advisors
Pennsylvania
$10K
MWC
309
MBM Wealth Consultants
Missouri
$10K
WTC
310
WhitTier Trust Company
Nevada
$10K
EI
311
Ellevest Inc
New York
$10K +$2.02K +39 +25%
HWM
312
Holloway Wealth Management
Florida
$8K
MI
313
Markston International
New York
$8K
BBL
314
Beck Bode LLC
Massachusetts
$8K +$7.78K +150 New
MPWT
315
MassMutual Private Wealth & Trust
Connecticut
$7K
TF
316
TimeScale Financial
Massachusetts
$7K +$52 +1 +0.8%
FF
317
FourThought Financial
Florida
$6K
AWA
318
Arkadios Wealth Advisors
Georgia
$6K +$6.22K +120 New
TCOV
319
Trust Company of Vermont
Vermont
$5K -$5.19K -100 -50%
EFSCE
320
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
FFC
321
First Financial Corp
Indiana
$5K
BCM
322
Blume Capital Management
California
$4K
RCA
323
Ranch Capital Advisors
Florida
$4K
WQ
324
Wealth Quarterback
New Jersey
$4K +$3.89K +75 New
EARNEST Partners
325
EARNEST Partners
Georgia
$3K