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Name Holding Trade Value Shares
Change
Change in
Stake
SGC
2926
Slocum, Gordon & Co
Rhode Island
$107K -$461K -4,572 -81%
CFG
2927
CKW Financial Group
Hawaii
$106K – – –
EWP
2928
Elevation Wealth Partners
California
$104K +$105K +1,039 New
NOI
2929
Newton One Investments
Delaware
$104K – – –
2L
2930
25 LLC
Missouri
$104K +$101K +1,006 New
FPB
2931
First PREMIER Bank
South Dakota
$103K +$18.2K +181 +21%
JWM
2932
Janiczek Wealth Management
Colorado
$102K +$504 +5 +0.5%
AFIA
2933
America First Investment Advisors
Nebraska
$100K -$24.4K -242 -19%
JCP
2934
Jennifer C. Price
$100K – – –
RCG
2935
Rock Creek Group
District of Columbia
$97.6K -$13K -129 -12%
PFA
2936
Pathway Financial Advisers
Indiana
$96.8K -$22.1K -219 -18%
CCMI
2937
Creative Capital Management Investments
California
$96.1K – – –
RWM
2938
Raffa Wealth Management
District of Columbia
$95.4K +$202 +2 +0.2%
KFP
2939
KB Financial Partners
New Jersey
$95K – – –
OLVIG
2940
Oliver Lagore Vanvalin Investment Group
Michigan
$94.8K +$7.16K +71 +8%
WWM
2941
Wolff Wiese Magana
California
$94.1K -$13K -129 -12%
NIMI
2942
Natixis Investment Managers International
France
$94K +$28.3K +281 +43%
LWA
2943
Lowe Wealth Advisors
Maryland
$93.7K -$2.52K -25 -3%
RTC
2944
Riverview Trust Company
Washington
$93.2K +$5.34K +53 +6%
DI
2945
Disciplined Investments
Oklahoma
$89.2K +$38.9K +386 +76%
MWM
2946
Mascoma Wealth Management
New Hampshire
$87.7K – – –
AA
2947
AlphaMark Advisors
Kentucky
$86K -$14.1K -140 -14%
CMA
2948
Cedar Mountain Advisors
Oregon
$85.2K – – –
VF
2949
VitalStone Financial
Texas
$84K -$90.8K -901 -62%
AW
2950
Avion Wealth
Texas
$83K – – –