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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
501
Mark Sheptoff Financial Planning
Connecticut
$89K
PIM
502
Plato Investment Management
Australia
$86.9K +$71.4K +393 New
LFG
503
Larson Financial Group
Missouri
$85K +$3.27K +18 +5%
SIC
504
SJS Investment Consulting
Ohio
$82.5K -$1.27K -7 -2%
NA
505
NewEdge Advisors
Louisiana
$80.3K +$26.2K +144 +66%
HIA
506
Harbor Investment Advisory
Maryland
$80.1K
ERSOT
507
Employees Retirement System of Texas
Texas
$77K
TWC
508
TD Waterhouse Canada
Ontario, Canada
$74.1K
CFM
509
Compass Financial Management
Florida
$71.6K +$57.1K +314 New
CH
510
Cromwell Holdings
Wyoming
$68.1K
CAM
511
Costello Asset Management
Pennsylvania
$66.7K +$36.3K +200 +200%
MP
512
McDonald Partners
Ohio
$66.7K +$54.5K +300 New
SG
513
Sankala Group
Colorado
$64.4K
AIP
514
Ameritas Investment Partners
Nebraska
$64.1K -$6.91K -38 -12%
EWP
515
Elevation Wealth Partners
California
$60.3K
CHC
516
City Holding Co
West Virginia
$57.8K -$8.18K -45 -15%
BWA
517
Basecamp Wealth Advisors
Washington
$48.3K
CWM
518
Copia Wealth Management
Oregon
$44.9K
PWM
519
Peterson Wealth Management
Nevada
$44.5K
CFO
520
CVA Family Office
Colorado
$41.6K +$909 +5 +3%
O
521
Ossiam
France
$40.3K -$27.4K -151 -45%
TWD
522
True Wealth Design
Ohio
$38.3K +$11.1K +61 +55%
HFS
523
Hughes Financial Services
Virginia
$34.9K +$909 +5 +3%
TE
524
Tema ETFs
New York
$34.7K
PWPS
525
Pinnacle Wealth Planning Services
Ohio
$34.5K -$727 -4 -3%