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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
401
Systematic Alpha Investments
New Jersey
$15K +$15.4K +582 New
KIG
402
Kowal Investment Group
Wisconsin
$15K +$16.3K +616 New
SPIA
403
Steward Partners Investment Advisory
New York
$12K – – –
GRP
404
Global Retirement Partners
California
$12K +$6.88K +260 +120%
GKWIM
405
Gerber Kawasaki Wealth & Investment Management
California
$12K +$13K +490 New
FCA
406
FinTrust Capital Advisors
South Carolina
$11K – – –
AWM
407
Accel Wealth Management
Iowa
$10K -$2.65K -100 -20%
BWP
408
Baldwin Wealth Partners
Massachusetts
$10K – – –
BC
409
Bartlett & Co
Ohio
$10K – – –
BCWM
410
Bartlett & Co Wealth Management
Ohio
$9.82K – – –
EWA
411
Evolution Wealth Advisors
Florida
$8K – – –
HWA
412
Heritage Wealth Advisors
Virginia
$7.62K – – –
COCM
413
Charter Oak Capital Management
New Hampshire
$6K – – –
GLLW
414
Graves Light Lenhart Wealth
Virginia
$6K – – –
NOI
415
Newton One Investments
Delaware
$6K – – –
OC
416
Oakworth Capital
Alabama
$6K – – –
PCG
417
Private Capital Group
Connecticut
$6K – – –
EI
418
Ellevest Inc
New York
$6K +$344 +13 +6%
TWM
419
Tradition Wealth Management
Minnesota
$6K +$529 +20 +10%
SWA
420
Sutton Wealth Advisors
Florida
$5.19K – – –
TFO
421
Tarbox Family Office
California
$5K -$6.12K -231 -54%
BU
422
BBVA USA
Alabama
$5K – – –
EW
423
Evoke Wealth
California
$5K – – –
IFAM
424
Institutional & Family Asset Management
Colorado
$5K – – –
TAIM
425
TD Ameritrade Investment Management
Nebraska
$5K +$7.6K +287 New