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Name Holding Trade Value Shares
Change
Change in
Stake
EPAM
1601
Evelyn Partners Asset Management
$14.4K – – –
WWM
1602
Wolff Wiese Magana
California
$13.8K – – –
WA
1603
Whipplewood Advisors
Colorado
$13.8K +$13.5K +48 +1,200%
NOI
1604
Newton One Investments
Delaware
$13.7K +$282 +1 +2%
CWM
1605
Copia Wealth Management
Oregon
$13.6K – – –
CT
1606
Coastline Trust
Rhode Island
$13.3K – – –
CPL
1607
Capital & Planning LLC
Georgia
$13K +$13.8K +49 New
AW
1608
Avion Wealth
Texas
$12K +$2.82K +10 +27%
CIR
1609
Clear Investment Research
Georgia
$11.9K +$12.7K +45 New
MSFP
1610
Mark Sheptoff Financial Planning
Connecticut
$11.6K – – –
SSG
1611
Summit Securities Group
New York
$11.2K -$95.1K -337 -89%
ADL
1612
Asset Dedication LLC
California
$10.6K – – –
PPC
1613
Park Place Capital
Alabama
$10.6K – – –
PWA
1614
Provenance Wealth Advisors
Florida
$10.6K – – –
MAM
1615
Marquette Asset Management
Minnesota
$10.6K +$3.39K +12 +43%
TVWM
1616
Tower View Wealth Management
Wisconsin
$10.6K +$11.3K +40 New
HFS
1617
Horizon Financial Services
North Carolina
$10.1K +$5.36K +19 +100%
PP
1618
Pacifica Partners
Canada
$9.84K – – –
PWMA
1619
Pension & Wealth Management Advisors
Massachusetts
$9.78K – – –
1NWS
1620
1 North Wealth Services
Maryland
$9.31K – – –
MIM
1621
MTM Investment Management
South Carolina
$9.31K – – –
OW
1622
Olistico Wealth
Oklahoma
$9.31K – – –
BFS
1623
Bare Financial Services
Pennsylvania
$9.31K +$2.54K +9 +35%
CJ
1624
Caitlin John
Michigan
$9.04K – – –
GWS
1625
Greykasell Wealth Strategies
California
$8.51K +$9.03K +32 New