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Name Holding Trade Value Shares
Change
Change in
Stake
EI
551
Ellevest Inc
New York
$89K +$27.5K +138 +49%
SFS
552
Sowell Financial Services
Arkansas
$87K +$71.4K +358 +688%
HPC
553
HM Payson & Co
Maine
$85K – – –
NR
554
Newfound Research
Massachusetts
$85K +$45.7K +229 +136%
GC
555
Grace Capital
Massachusetts
$83K +$19.5K +98 +34%
HIA
556
Harbor Investment Advisory
Maryland
$76K – – –
IA
557
Inspire Advisors
Idaho
$74K +$69.8K +350 New
GAM
558
Gemmer Asset Management
California
$72K – – –
FCH
559
Freestone Capital Holdings
Washington
$68.9K +$12.2K +61 +23%
FHC
560
First Horizon Corporation
Tennessee
$67K +$1.59K +8 +3%
CI
561
CX Institutional
Indiana
$67K +$11.4K +57 +22%
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$66K – – –
PB
563
Pinnacle Bancorp
Nebraska
$65K – – –
LSA
564
Leonteq Securities AG
Switzerland
$64.6K +$60.6K +304 New
WWM
565
Wolff Wiese Magana
California
$64K +$60K +301 New
CFGS
566
Concourse Financial Group Securities
Alabama
$62K -$13.4K -67 -19%
VCG
567
Vantage Consulting Group
Virginia
$62K +$58.2K +292 New
JIR
568
James Investment Research
Ohio
$61K +$13.8K +69 +32%
TCOV
569
Trust Company of Vermont
Vermont
$60K – – –
ST
570
Smithfield Trust
Pennsylvania
$57K – – –
BCA
571
Berman Capital Advisors
Georgia
$54K -$7.18K -36 -12%
AF
572
Allworth Financial
California
$53K – – –
SIM
573
Sonora Investment Management
Arizona
$53K – – –
PFO
574
Pathstone Family Office
New Jersey
$53K +$50.2K +252 New
ETC
575
Exchange Traded Concepts
Oklahoma
$48K -$10.8K -54 -19%