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Name Holding Trade Value Shares
Change
Change in
Stake
MFT
2451
Moisand Fitzgerald Tamayo
Florida
$94K +$680 +5 +0.7%
TI
2452
tru Independence
Oregon
$90K -$251K -1,847 -74%
WB
2453
West Bancorporation
Iowa
$90K – – –
CA
2454
Centerpoint Advisors
Massachusetts
$89K – – –
EARNEST Partners
2455
EARNEST Partners
Georgia
$89K – – –
FWM
2456
Filbrandt Wealth Management
Wisconsin
$87K -$26.3K -193 -24%
SA
2457
SRH Advisors
Kansas
$83K +$54.4K +400 +200%
PFA
2458
Professional Financial Advisors
Nebraska
$79K +$80.9K +595 New
DTIM
2459
Danda Trouve Investment Management
Kansas
$77K – – –
GCM
2460
Gladius Capital Management
Illinois
$76K +$73.9K +543 New
PS
2461
Planned Solutions
California
$76K +$74.8K +550 New
WAS
2462
Winch Advisory Services
Wisconsin
$73K +$1.09K +8 +2%
GG
2463
Gleason Group
Kentucky
$72K +$544 +4 +0.8%
CCM
2464
Copeland Capital Management
Pennsylvania
$69K – – –
JAM
2465
JCIC Asset Management
Ontario, Canada
$69K – – –
MAWCM
2466
Mine & Arao Wealth Creation & Management
California
$69K +$272 +2 +0.4%
EWA
2467
Evolution Wealth Advisors
Florida
$68K +$28.3K +208 +73%
CA
2468
Crewe Advisors
Utah
$65K +$63.5K +467 New
CCM
2469
Cribstone Capital Management
Maine
$64K -$10.9K -80 -15%
EI
2470
Ellevest Inc
New York
$64K +$12.5K +92 +25%
C
2471
Cerebellum
California
$63K -$312K -2,297 -83%
SFPG
2472
Stonebridge Financial Planning Group
Florida
$63K +$272 +2 +0.5%
WA
2473
WestEnd Advisors
North Carolina
$60.2K -$35.6M -261,605 -100%
WLPWM
2474
Walled Lake Planning & Wealth Management
Illinois
$58K +$272 +2 +0.5%
CMA
2475
Cedar Mountain Advisors
Oregon
$52K – – –