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Name Holding Trade Value Shares
Change
Change in
Stake
MLA
2301
MB, Levis & Associates
Pennsylvania
$81.7K +$126K +663 New
EL
2302
EMFO LLC
Florida
$80.2K
MCI
2303
MRP Capital Investments
Georgia
$80.1K +$123K +650 New
EI
2304
Ellevest Inc
New York
$79.8K -$890K -4,701 -88%
CAS
2305
Coppell Advisory Solutions
Texas
$79.8K +$123K +648 New
CASC
2306
Coppell Advisory Solutions Corp
Texas
$79.8K +$123K +648 New
CSWM
2307
Cassady Schiller Wealth Management
Ohio
$79K -$52.4K -277 -30%
TAM
2308
Tucker Asset Management
Colorado
$78K +$1.51K +8 +1%
Jones Financial Companies
2309
Jones Financial Companies
Missouri
$77K +$3.79K +20 +3%
AWM
2310
Accel Wealth Management
Iowa
$75.8K
WPA
2311
West Paces Advisors
Georgia
$75.8K +$379 +2 +0.3%
KHC
2312
Koesten Hirschmann & Crabtree
Kansas
$75.8K +$116K +615 New
PG
2313
Proffitt & Goodson
Tennessee
$75.4K
FCMT
2314
Founders Capital Management (Texas)
Texas
$74K
SC
2315
Steph & Co
Wisconsin
$74K
HI
2316
Hendershot Investments
Virginia
$73.9K
TCA
2317
Trifecta Capital Advisors
Illinois
$73K +$112K +593 New
LSA
2318
Lansing Street Advisors
Pennsylvania
$71K +$568 +3 +0.5%
CSC
2319
Caldwell Sutter Capital
California
$70.8K +$109K +575 New
BC
2320
Barrett & Company
Rhode Island
$67.3K
OCM
2321
Orion Capital Management
California
$66.5K -$56.8K -300 -36%
GIA
2322
GHP Investment Advisors
Colorado
$65.4K -$69.7K -368 -41%
HFM
2323
Hartford Financial Management
Connecticut
$63.2K -$11.4K -60 -10%
BWA
2324
Boulder Wealth Advisors
Colorado
$63K +$96.6K +510 New
ECM
2325
Estabrook Capital Management
New York
$62.8K