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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1776
Ellevest Inc
New York
$360K +$94.7K +992 +42%
RTS
1777
Round Table Services
New Jersey
$359K – – –
AWG
1778
Altus Wealth Group
Colorado
$357K +$319K +3,345 New
MWM
1779
Modera Wealth Management
New Jersey
$356K +$317K +3,322 New
OWA
1780
One Wealth Advisors
California
$353K -$89.7K -939 -22%
SG
1781
StoneX Group
New York
$353K +$38.8K +406 +14%
FFS
1782
Founders Financial Securities
Maryland
$351K +$313K +3,278 New
BFC
1783
Blue Fin Capital
Rhode Island
$351K +$314K +3,286 New
WEC
1784
Winslow Evans & Crocker
Massachusetts
$350K +$164K +1,714 +110%
CCP
1785
Cardan Capital Partners
Colorado
$349K +$286 +3 +0.1%
NAM
1786
NTV Asset Management
West Virginia
$347K +$191 +2 +0.1%
D
1787
Diversified
Delaware
$347K +$385K +4,036 New
WC
1788
Woodstock Corp
Massachusetts
$345K +$308K +3,225 New
CI
1789
CX Institutional
Indiana
$344K -$161K -1,685 -34%
SAM
1790
Strategy Asset Managers
California
$344K -$91.4K -957 -23%
FPCP
1791
Fort Point Capital Partners
California
$344K +$307K +3,215 New
AAP
1792
Arax Advisory Partners
Colorado
$343K -$28K -293 -8%
WFO
1793
Wealthgate Family Office
Colorado
$343K +$306K +3,207 New
DDC
1794
DF Dent & Co
Maryland
$343K +$306K +3,208 New
BS
1795
Bessemer Securities
New York
$342K – – –
HRC
1796
Hoertkorn Richard Charles
$342K – – –
VCM
1797
Vivaldi Capital Management
Illinois
$341K +$65.9K +690 +28%
OCM
1798
Osterweis Capital Management
California
$341K +$304K +3,186 New
CHA
1799
Cooper/Haims Advisors
New York
$340K – – –
SSW
1800
Smith Shellnut Wilson
Mississippi
$340K +$8.4K +88 +3%
70 71
72
73 74