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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2326
Elevation Wealth Partners
California
$72.8K +$8.43K +41 +14%
RF
2327
Rossby Financial
Florida
$71.9K +$4.53K +22 +7%
GA
2328
GoalVest Advisory
New York
$71.4K -$28.2K -137 -29%
TCA
2329
Trifecta Capital Advisors
Illinois
$70.6K -$3.91K -19 -6%
FDW
2330
Fourth Dimension Wealth
Ohio
$70.6K – – –
KG
2331
Kilter Group
New York
$70.1K -$1.44K -7 -2%
RFS
2332
Richardson Financial Services
Massachusetts
$68.8K +$43.2K +210 +196%
KAS
2333
Kemnay Advisory Services
New York
$67.7K +$64.2K +312 New
GJIA
2334
Glass Jacobson Investment Advisors
Maryland
$67.5K – – –
BC
2335
Barrett & Company
Rhode Island
$67.4K -$69.9K -340 -52%
GAFA
2336
Garton & Associates Financial Advisors
Kentucky
$67.3K +$63.8K +310 New
HA
2337
Hyposwiss Advisors
$65.4K +$61.9K +301 New
BFS
2338
Burkett Financial Services
South Carolina
$65.3K -$6.38K -31 -9%
MAM
2339
Meeder Asset Management
Ohio
$65.1K +$42.4K +206 +219%
OW
2340
Olistico Wealth
Oklahoma
$65.1K +$61.7K +300 New
C
2341
Covestor
United Kingdom
$65K +$11.9K +58 +24%
HNW
2342
High Note Wealth
Minnesota
$64.9K -$18.3K -89 -23%
RF
2343
Robinswood Financial
Washington
$64.8K -$4.94K -24 -7%
TWD
2344
True Wealth Design
Ohio
$64.7K +$17.5K +85 +40%
AWM
2345
Activest Wealth Management
Florida
$64K +$10.9K +53 +22%
MLA
2346
MB, Levis & Associates
Pennsylvania
$63K – – –
GCM
2347
Gunpowder Capital Management
Maryland
$63K +$59.6K +290 New
AWM
2348
Abound Wealth Management
Tennessee
$62.8K +$18.5K +90 +45%
EWM
2349
Evolution Wealth Management
Florida
$62.7K +$2.67K +13 +5%
CWM
2350
Cranbrook Wealth Management
Michigan
$61.2K – – –
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