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Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
1301
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K
IFAM
1302
Institutional & Family Asset Management
Colorado
$12K
ICM
1303
Islay Capital Management
Texas
$12K
BC
1304
Bartlett & Co
Ohio
$12K +$1.67K +18 +14%
BIA
1305
Bell Investment Advisors
California
$12K +$13.9K +150 New
RCWMU
1306
Rothschild & Co Wealth Management (UK)
United Kingdom
$12K +$14.1K +152 New
BCWM
1307
Bartlett & Co Wealth Management
Ohio
$11.8K +$1.67K +18 +14%
EBA
1308
Eagle Bay Advisors
New York
$11.4K +$12.9K +140 New
Nisa Investment Advisors
1309
Nisa Investment Advisors
Missouri
$11K +$6.75K +73 +126%
FSWA
1310
Financial Synergies Wealth Advisors
Texas
$10.2K +$11.6K +125 New
SC
1311
Steph & Co
Wisconsin
$10K
MFT
1312
Moisand Fitzgerald Tamayo
Florida
$10K +$4.99K +54 +75%
EI
1313
Ellevest Inc
New York
$10K +$10.4K +112 +747%
SAM
1314
Strategic Asset Management
Minnesota
$9K
RWM
1315
Raffa Wealth Management
District of Columbia
$8.42K
CJL
1316
Cyrus J. Lawrence
New York
$8K -$7.12M -76,953 -100%
KIG
1317
Kessler Investment Group
Indiana
$8K -$6.38K -69 -40%
DWA
1318
Delos Wealth Advisors
Texas
$8K
LPWM
1319
Lake Point Wealth Management
Texas
$8K
SWM
1320
Sugarloaf Wealth Management
Georgia
$8K +$92 +1 +1%
AWM
1321
Avior Wealth Management
Nebraska
$8K +$925 +10 +10%
ODG
1322
O'Dell Group
Ohio
$8K +$9.25K +100 New
SLAM
1323
Swiss Life Asset Management
$7.6K +$8.6K +93 New
WWP
1324
WR Wealth Planners
Missouri
$7.11K
RCM
1325
Raleigh Capital Management
North Carolina
$7K -$15.6K -169 -68%