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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
301
Wolff Wiese Magana
California
$4.45K
EP
302
Essential Partners
California
$4.45K -$13.2K -114 -71%
EPIMS
303
Evelyn Partners Investment Management Services
$4.45K
AssetMark Inc
304
AssetMark Inc
California
$4.35K -$9.62K -83 -65%
BIA
305
Bell Investment Advisors
California
$4.06K
Nisa Investment Advisors
306
Nisa Investment Advisors
Missouri
$3.87K +$579 +5 +14%
SI
307
Sapience Investments
California
$3.77K +$4.52K +39 New
EWP
308
Elevation Wealth Partners
California
$3.09K +$3.71K +32 New
WA
309
WPG Advisers
Maryland
$2.8K
CA
310
Clearstead Advisors
Ohio
$2.71K -$21.3K -184 -87%
BGAI
311
Bruce G. Allen Investments
Colorado
$2.13K +$348 +3 +16%
KG
312
Kilter Group
New York
$1.93K +$2.32K +20 New
KPP
313
Kings Path Partners
Texas
$1.84K
RTL
314
Red Tortoise LLC
Georgia
$1.84K
RF
315
Rossby Financial
Florida
$1.82K +$1.04K +9 +100%
HI
316
Harbour Investments
Wisconsin
$1.74K +$2.08K +18 New
CTC
317
Central Trust Company
Missouri
$1.64K
FFO
318
Fortitude Family Office
Arizona
$1.64K +$579 +5 +42%
SIC
319
SJS Investment Consulting
Ohio
$1.55K -$579 -5 -24%
AFC
320
Ares Financial Consulting
California
$1.51K
HNW
321
High Note Wealth
Minnesota
$1.45K
FHC
322
First Horizon Corporation
Tennessee
$1.45K +$1.04K +9 +150%
PWA
323
Physician Wealth Advisors
Utah
$1.35K +$1.62K +14 New
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$1.26K
TWD
325
True Wealth Design
Ohio
$1.16K +$1.39K +12 New