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Name Holding Trade Value Shares
Change
Change in
Stake
API
1801
Asset Planning Inc
California
$47K +$359 +12 +0.7%
RMP
1802
Richards, Merrill & Peterson
Washington
$46.8K -$19.2K -640 -28%
EWP
1803
Elevation Wealth Partners
California
$46.6K +$6.08K +203 +14%
EWM
1804
Evolution Wealth Management
Florida
$46.1K +$40K +1,337 +501%
DSC
1805
Daytona Street Capital
Missouri
$45.1K +$18K +600 +33%
LWMI
1806
Legacy Wealth Management (Idaho)
Idaho
$43.7K +$31.7K +1,060 +230%
AP
1807
Aspect Partners
Virginia
$43.4K – – –
T
1808
TrustBank
Illinois
$43.1K +$44.9K +1,500 New
UFPG
1809
United Financial Planning Group
New York
$42.9K +$5.27K +176 +13%
SWP
1810
Strategic Wealth Partners
Ohio
$42.8K +$4.79K +160 +12%
HNW
1811
High Note Wealth
Minnesota
$42.5K +$8.89K +297 +25%
PJC
1812
Phillip James Consulting
Minnesota
$42K +$44K +1,469 New
SVWA
1813
Sarver Vrooman Wealth Advisors
Missouri
$41.5K +$11.2K +373 +35%
BIA
1814
Bell Investment Advisors
California
$41.4K -$7.06K -236 -14%
KAS
1815
Kemnay Advisory Services
New York
$41.2K -$120 -4 -0.3%
MWM
1816
Mascoma Wealth Management
New Hampshire
$40.7K – – –
NEWAS
1817
N.E.W. Advisory Services
Wisconsin
$40.5K – – –
PP
1818
Pacifica Partners
Canada
$40.5K -$7.93K -265 -16%
GAA
1819
Global Assets Advisory
Florida
$40.3K +$42K +1,404 New
1NWS
1820
1 North Wealth Services
Maryland
$40.1K – – –
PCM
1821
Palouse Capital Management
Washington
$38.8K -$1M -33,423 -96%
KFA
1822
Kelleher Financial Advisors
New York
$38.6K -$389 -13 -1%
AI
1823
AXS Investments
New York
$38.6K -$23.3K -778 -37%
RPA
1824
Redwood Park Advisors
California
$38.5K – – –
CWM
1825
Cranbrook Wealth Management
Michigan
$37.3K – – –