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Name Holding Trade Value Shares
Change
Change in
Stake
CP
301
Camelot Portfolios
Ohio
$437K +$433K +8,292 New
CIA
302
Cohen Investment Advisors
New Hampshire
$435K +$1.36K +26 +0.3%
PA
303
Parallel Advisors
California
$422K +$24.6K +472 +6%
CT
304
Chicago Trust
Illinois
$421K +$417K +8,000 New
GWM
305
GSB Wealth Management
Connecticut
$411K
EI
306
Ellevest Inc
New York
$410K +$111K +2,128 +38%
TWI
307
Thomas White International
Illinois
$408K
MA
308
Mezzasalma Advisors
New Jersey
$405K -$21.9K -420 -5%
AIIMS
309
Analyst IMS Investment Management Services
Israel
$404K +$400K +7,663 New
FTDI
310
First Trust Direct Indexing
Massachusetts
$403K +$400K +7,660 New
SCM
311
Stonebridge Capital Management
California
$402K
TCOV
312
Trust Company of Vermont
Vermont
$399K -$12.7K -243 -3%
CSIC
313
Clifford Swan Investment Counsel
California
$399K
FTA
314
Financial & Tax Architects
Missouri
$399K -$7.93K -152 -2%
ONB
315
Old National Bancorp
Indiana
$395K +$392K +7,510 New
AWA
316
Aaron Wealth Advisors
Illinois
$391K +$6.73K +129 +2%
PAMG
317
Patton Albertson Miller Group
Tennessee
$388K -$26.1K -500 -6%
CWP
318
Curated Wealth Partners
California
$387K -$58.7K -1,124 -13%
SVWAG
319
Sound View Wealth Advisors Group
Georgia
$383K -$1.15K -22 -0.3%
FF
320
FourThought Financial
Florida
$382K +$117K +2,248 +45%
QCG
321
Quadrant Capital Group
Ohio
$381K -$1.04K -20 -0.3%
SRC
322
Sage Rhino Capital
California
$378K +$31.9K +611 +9%
ASN
323
Advisory Services Network
Georgia
$371K +$29.8K +571 +9%
EMG
324
ETF Managers Group
New Jersey
$366K -$50K -958 -12%
PA
325
Probity Advisors
Texas
$366K +$23.9K +458 +7%