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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
3301
Elevation Wealth Partners
California
$85.3K +$25K +367 +42%
VWA
3302
VSM Wealth Advisory
Maryland
$83.7K -$13.5K -198 -14%
TCB
3303
Texas Capital Bancshares
Texas
$82.2K +$81.9K +1,201 New
RA
3304
Rational Advisors
New York
$80.3K +$6.41K +94 +9%
KFP
3305
Keener Financial Planning
Texas
$80K – – –
TWD
3306
True Wealth Design
Ohio
$78.8K +$43.1K +632 +122%
OCM
3307
Orion Capital Management
California
$78.4K – – –
DF
3308
DecisionPoint Financial
Arizona
$78K – – –
IWP
3309
IAG Wealth Partners
Wisconsin
$77.2K -$22.8K -334 -23%
SIP
3310
Sellwood Investment Partners
Oregon
$77K +$76.7K +1,125 New
GTAM
3311
Global Trust Asset Management
Florida
$76.6K – – –
AI
3312
AXS Investments
New York
$75.9K +$75.6K +1,109 New
GFWA
3313
Grey Fox Wealth Advisors
Delaware
$71.4K +$71.2K +1,044 New
AP
3314
Aspect Partners
Virginia
$71.4K +$1.43K +21 +2%
JAM
3315
JCIC Asset Management
Ontario, Canada
$71.2K +$70.9K +1,040 New
HAP
3316
Harbor Asset Planning
Massachusetts
$70.9K – – –
CAM
3317
Creekmur Asset Management
Illinois
$70.8K -$20.1K -295 -22%
ETS
3318
ESL Trust Services
New York
$69.2K +$750 +11 +1%
CCM
3319
Cloud Capital Management
Washington
$69K +$69.4K +1,018 New
RJA
3320
Ross\Johnson & Associates
Minnesota
$68.9K – – –
RWM
3321
Rialto Wealth Management
New York
$68.8K +$954 +14 +1%
RDFA
3322
Ritter Daniher Financial Advisory
Ohio
$68.4K – – –
T
3323
Tidemark
California
$67.7K – – –
RF
3324
Robbins Farley
New Hampshire
$67.6K +$3.07K +45 +5%
BCM
3325
Boreal Capital Management
Florida
$67.5K -$25.1K -368 -27%
131 132
133
134 135