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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
801
Atlas Capital Advisors
Wyoming
$6.89K +$6.83K +300 New
TFO
802
Tarbox Family Office
California
$6K – – –
FCA
803
FinTrust Capital Advisors
South Carolina
$6K +$6.15K +270 New
GEA
804
Glen Eagle Advisors
New Jersey
$5.85K – – –
BCI
805
Brinker Capital Investments
Pennsylvania
$5K – – –
FWM
806
Focused Wealth Management
New York
$5K – – –
KPW
807
Kore Private Wealth
New York
$5K +$5.12K +225 New
WOC
808
West Oak Capital
California
$4.82K – – –
FHA
809
Flagship Harbor Advisors
Massachusetts
$4K – – –
LFG
810
LifePlan Financial Group
Ohio
$4K – – –
SMFS
811
Squar Milner Financial Services
California
$4K – – –
WF
812
WealthTrust Fairport
Ohio
$4K – – –
CCMW
813
Cypress Capital Management (Wyoming)
Wyoming
$4K +$3.76K +165 New
EI
814
Ellevest Inc
New York
$4K +$4.1K +180 New
OSAM
815
O'Shaughnessy Asset Management
Connecticut
$4K +$4.1K +180 New
RWA
816
Ropes Wealth Advisors
Massachusetts
$4K +$4.1K +180 New
APW
817
Acima Private Wealth
Virginia
$4K +$4.44K +195 New
RWM
818
Raffa Wealth Management
District of Columbia
$2.07K – – –
CCM
819
Cribstone Capital Management
Maine
$2K – – –
TFS
820
TrustCore Financial Services
Tennessee
$2K – – –
APC
821
Aspire Private Capital
North Carolina
$2K +$1.71K +75 New
EWM
822
Executive Wealth Management
Michigan
$2K +$2.05K +90 New
CTB
823
Country Trust Bank
Illinois
$1K +$1.02K +45 New
GWMIA
824
Global Wealth Management Investment Advisory
Florida
$1K +$1.02K +45 New
NA
825
NewEdge Advisors
Louisiana
$560 +$54.3K +2,385 +11%
31 32
33
34 35