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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
701
Washington Trust
Rhode Island
$12K – – –
SFP
702
Sterling Financial Planning
New Jersey
$11K – – –
EI
703
Ellevest Inc
New York
$11K +$10.5K +37 New
PFA
704
Professional Financial Advisors
Nebraska
$10K -$381K -1,338 -98%
CFA
705
Carroll Financial Associates
North Carolina
$10K +$284 +1 +3%
MIM
706
Macroview Investment Management
Maryland
$10K +$9.1K +32 New
AWM
707
Avior Wealth Management
Nebraska
$9K – – –
BEI
708
Benjamin Edwards Inc
Missouri
$9K – – –
LC
709
Lindbrook Capital
California
$9K +$7.39K +26 +867%
HR
710
Howe & Rusling
New York
$8K -$2.84K -10 -26%
AP
711
Atwood & Palmer
Missouri
$8K – – –
CFO
712
CVA Family Office
Colorado
$8K – – –
HCM
713
Highlander Capital Management
New Jersey
$8K – – –
MS
714
Mizuho Securities
Japan
$8K – – –
TCM
715
Tradewinds Capital Management
Washington
$8K +$7.11K +25 New
CB
716
CNB Bank
Pennsylvania
$7K – – –
FWM
717
Focused Wealth Management
New York
$7K – – –
LS
718
Leelyn Smith
Illinois
$7K – – –
GWS
719
Glassman Wealth Services
Virginia
$7K +$2.56K +9 +60%
PFBT
720
Parkside Financial Bank & Trust
Missouri
$7K +$3.41K +12 +120%
BC
721
Belmont Capital
California
$7K +$6.54K +23 New
CYG
722
Clean Yield Group
Vermont
$6K – – –
JFA
723
JNBA Financial Advisors
Minnesota
$5K – – –
JPLA
724
Joseph P. Lucia & Associates
New York
$5K – – –
MCM
725
Manchester Capital Management
Vermont
$5K – – –
27 28
29
30 31