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Name Holding Trade Value Shares
Change 		Change in
Stake
LIWM
2226
Long Island Wealth Management
New York
$9K +$9.24K +79 New
EWP
2227
Elevation Wealth Partners
California
$8.98K – – –
B
2228
Birchbrook
Maine
$8.82K +$8.89K +76 New
NFA
2229
Northwest Financial Advisors
Virginia
$8.8K +$8.89K +76 New
EL
2230
EMFO LLC
Florida
$8.71K – – –
RS
2231
Rakuten Securities
Japan
$8.01K +$8.07K +69 New
CYG
2232
Clean Yield Group
Vermont
$7.54K – – –
DPW
2233
DiNuzzo Private Wealth
Pennsylvania
$7.2K +$7.25K +62 New
CFS
2234
CGC Financial Services
Oregon
$7.08K – – –
MFA
2235
McClarren Financial Advisors
Pennsylvania
$7K +$6.9K +59 New
PS
2236
PayPay Securities
Japan
$7K +$234 +2 +3%
SVCP
2237
Silicon Valley Capital Partners
California
$6.93K +$117 +1 +2%
SHIM
2238
Stone House Investment Management
Pennsylvania
$6.91K -$6.2K -53 -47%
KSWA
2239
Kathleen S. Wright Associates
Pennsylvania
$6.15K +$6.2K +53 New
FCG
2240
Financial Connections Group
California
$6K – – –
PCFFS
2241
Pacific Center for Financial Services
California
$5.92K – – –
RA
2242
Rise Advisors
New York
$5.05K +$117 +1 +2%
RBC
2243
Roble Belko & Company
Pennsylvania
$5K – – –
UIA
2244
Ulland Investment Advisors
Minnesota
$5K – – –
CFFP
2245
Center for Financial Planning
Michigan
$4.99K – – –
TCM
2246
Tradewinds Capital Management
Washington
$4.64K +$585 +5 +14%
CHA
2247
Carmichael Hill & Associates
Maryland
$4.54K – – –
FRA
2248
Frank Rimerman Advisors
California
$4.41K +$4.45K +38 New
HWP
2249
Highline Wealth Partners
California
$4.3K – – –
KFP
2250
Keener Financial Planning
Texas
$4K +$3.86K +33 New
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90
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