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Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
401
Dark Forest Capital Management
Puerto Rico
$13K +$13.2K +450 New
TFO
402
Tarbox Family Office
California
$12K -$3.73K -127 -23%
BCWM
403
Bartlett & Co Wealth Management
Ohio
$11.1K – – –
AF
404
Advisornet Financial
Minnesota
$11K – – –
BWP
405
Baldwin Wealth Partners
Massachusetts
$11K – – –
BC
406
Bartlett & Co
Ohio
$11K – – –
AP
407
Atwood & Palmer
Missouri
$10K – – –
EWA
408
Evolution Wealth Advisors
Florida
$9K – – –
HWA
409
Heritage Wealth Advisors
Virginia
$8.63K – – –
FHC
410
First Horizon Corporation
Tennessee
$8K – – –
CCM
411
Covington Capital Management
California
$8K +$59 +2 +0.7%
GLLW
412
Graves Light Lenhart Wealth
Virginia
$7K – – –
OC
413
Oakworth Capital
Alabama
$7K – – –
PCG
414
Private Capital Group
Connecticut
$7K – – –
NOI
415
Newton One Investments
Delaware
$7K +$7.52K +256 New
EW
416
Evoke Wealth
California
$6K -$4K -136 -38%
EI
417
Ellevest Inc
New York
$6K -$1.09K -37 -15%
TWM
418
Tradition Wealth Management
Minnesota
$6K +$5.88K +200 New
BU
419
BBVA USA
Alabama
$6K +$5.97K +203 New
GRP
420
Global Retirement Partners
California
$6K +$6.38K +217 New
COCM
421
Charter Oak Capital Management
New Hampshire
$6K +$6.64K +226 New
SWA
422
Sutton Wealth Advisors
Florida
$5.88K – – –
IFAM
423
Institutional & Family Asset Management
Colorado
$5K -$24K -817 -82%
MCM
424
Manchester Capital Management
Vermont
$5K – – –
MAM
425
McCarthy Asset Management
California
$5K – – –