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Name Holding Trade Value Shares
Change
Change in
Stake
SC
2626
Saturna Capital
Washington
$6.26M -$96.9K -440 -1%
TF
2627
Trek Financial
Arizona
$6.26M -$175K -794 -3%
WPWM
2628
Western Pacific Wealth Management
Illinois
$6.25M -$90.5K -411 -1%
CWM
2629
Centric Wealth Management
Illinois
$6.25M -$38.3K -174 -0.8%
YWS
2630
Yarger Wealth Strategies
Ohio
$6.25M -$16.5K -75 -0.2%
YP
2631
YANKCOM Partnership
South Dakota
$6.25M +$158K +719 +2%
AFC
2632
AFT Forsyth & Company
Florida
$6.25M -$72.2K -328 -1%
EPW
2633
Evergreen Private Wealth
Colorado
$6.25M -$122K -554 -2%
CCG
2634
Ceeto Capital Group
Florida
$6.25M +$837K +3,800 +15%
CWWM
2635
Clear Wave Wealth Management
New Jersey
$6.24M +$6.6M +29,976 New
TAP
2636
TSG Advice Partners
Ohio
$6.23M +$441K +2,005 +7%
CFLC
2637
California First Leasing Corp
California
$6.22M +$6.57M +29,855 New
NDSI
2638
Newman Dignan & Sheerar Inc
Rhode Island
$6.22M +$103K +470 +2%
FPCP
2639
Fort Point Capital Partners
California
$6.21M +$366K +1,664 +6%
CPM
2640
Crescent Park Management
California
$6.21M -$7.57M -34,369 -54%
SG
2641
Somerset Group
Minnesota
$6.21M -$8.81K -40 -0.2%
BONH
2642
Bank of New Hampshire
New Hampshire
$6.21M +$59.4K +270 +0.9%
GSWM
2643
Greenup Street Wealth Management
Michigan
$6.2M +$205K +933 +3%
CFO
2644
CVA Family Office
Colorado
$6.19M +$745K +3,385 +13%
TVWM
2645
Tower View Wealth Management
Wisconsin
$6.18M -$151K -685 -2%
AWC
2646
Abundance Wealth Counselors
Pennsylvania
$6.18M +$990K +4,497 +18%
BFW
2647
Brady Family Wealth
Missouri
$6.16M +$198K +899 +3%
SIP
2648
Stoneridge Investment Partners
Pennsylvania
$6.16M +$398K +1,808 +7%
V
2649
VeraBank
Texas
$6.14M -$44K -200 -0.7%
LA
2650
LexAurum Advisors
Kansas
$6.14M +$6.49M +29,487 New