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Name Holding Trade Value Shares
Change
Change in
Stake
ECA
5951
Elevation Capital Advisory
Oregon
$243K +$5.02K +20 +2%
GFP
5952
Guardian Financial Partners
California
$242K -$191K -760 -43%
TIA
5953
Tandem Investment Advisors
South Carolina
$242K -$115K -458 -31%
DAM
5954
Diamant Asset Management
Connecticut
$241K -$52.6M -209,550 -100%
UFA
5955
Uptown Financial Advisors
Texas
$241K -$13.8K -55 -5%
CCM
5956
Cutler Capital Management
Massachusetts
$240K
ACM
5957
Adalta Capital Management
New York
$240K +$38.9K +155 +18%
LIM
5958
Letson Investment Management
Georgia
$239K
MWM
5959
Mittelman Wealth Management
Massachusetts
$239K -$187K -744 -68%
WTG
5960
West Tower Group
Virginia
$238K -$126K -500 -33%
FA
5961
Financial Alternatives
California
$238K
IFS
5962
Intelligent Financial Strategies
Minnesota
$238K
IMA
5963
Investment Management Associates
Colorado
$238K
OFC
5964
Oakland Financial Corp
$238K
EFP
5965
EnRich Financial Partners
Wisconsin
$236K
IAG
5966
Ipsen Advisor Group
Arkansas
$236K -$17.6K -70 -7%
GWMT
5967
Guardian Wealth Management (Tennessee)
Tennessee
$235K -$27.6K -110 -10%
PFS
5968
Professional Financial Solutions
Virginia
$235K +$247K +984 New
LIA
5969
Limestone Investment Advisors
New York
$234K -$2.4M -9,546 -91%
MW
5970
Marks Wealth
Maryland
$234K
GFM
5971
GEN Financial Management
Minnesota
$233K -$40.4K -161 -14%
CWD
5972
Clarity Wealth Development
Oregon
$233K +$245K +978 New
MAM
5973
Marquette Asset Management
Minnesota
$232K
GWL
5974
Generations Wealth LLC
Ohio
$231K +$244K +971 New
BWM
5975
Briggs Wealth Management
Connecticut
$231K