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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1001
Clearview Wealth Advisors
Oregon
$80K +$74.5K +710 New
TF
1002
TimeScale Financial
Massachusetts
$79K – – –
WT
1003
Whittier Trust
California
$77K +$71.4K +680 New
EW
1004
Evoke Wealth
California
$74K -$107K -1,020 -61%
SIM
1005
Seaview Investment Managers
Florida
$73K +$16.8K +160 +33%
FA
1006
Financial Avengers
California
$70K +$65.1K +620 New
EI
1007
Ellevest Inc
New York
$68K -$3.15K -30 -5%
POIA
1008
Pin Oak Investment Advisors
Texas
$68K – – –
HCM
1009
Highlander Capital Management
New Jersey
$68K +$63K +600 New
First Manhattan
1010
First Manhattan
New York
$67K – – –
CBT
1011
Central Bank & Trust
Kentucky
$66K – – –
QCG
1012
Quadrant Capital Group
Ohio
$66K +$7.35K +70 +14%
GA
1013
GoalVest Advisory
New York
$66K +$60.9K +580 New
AWM
1014
Avior Wealth Management
Nebraska
$64K – – –
NSIM
1015
North Star Investment Management
Illinois
$62K – – –
JAM
1016
JCIC Asset Management
Ontario, Canada
$60K +$55.6K +530 New
SIS
1017
Sound Income Strategies
Florida
$59K – – –
DWM
1018
Defined Wealth Management
Oregon
$59K +$54.6K +520 New
HGWM
1019
Harvest Group Wealth Management
Massachusetts
$57K -$5.25K -50 -9%
CFO
1020
CVA Family Office
Colorado
$57K – – –
HCM
1021
Horrell Capital Management
Arkansas
$57K – – –
NSB
1022
Norway Savings Bank
Maine
$57K – – –
BSG
1023
Black Swift Group
Colorado
$57K +$52.5K +500 New
IPW
1024
IronBridge Private Wealth
Texas
$57K +$52.5K +500 New
PCA
1025
Peddock Capital Advisors
Massachusetts
$57K +$52.5K +500 New