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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
3176
Elevation Wealth Partners
California
$139K +$144K +471 New
SA
3177
SRH Advisors
Kansas
$138K +$307 +1 +0.2%
MCA
3178
Maryland Capital Advisors
Maryland
$136K – – –
TF
3179
TimeScale Financial
Massachusetts
$134K +$6.44K +21 +5%
PG
3180
Proffitt & Goodson
Tennessee
$134K -$8.89K -29 -6%
EA
3181
Evolution Advisers
Virginia
$129K – – –
CWM
3182
Cedar Wealth Management
California
$128K – – –
BCFD
3183
Boit C.F. David
$126K – – –
BCM
3184
Blume Capital Management
California
$122K – – –
WIM
3185
WealthPlan Investment Management
Nebraska
$121K -$1.07M -3,502 -90%
AA
3186
AlphaMark Advisors
Kentucky
$120K – – –
MIA
3187
Milestone Investment Advisors
Wisconsin
$117K +$121K +396 New
BC
3188
Barrett & Company
Rhode Island
$117K +$307 +1 +0.3%
AW
3189
Avion Wealth
Texas
$115K -$9.2K -30 -8%
ITFISA
3190
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$114K – – –
SHIM
3191
Stone House Investment Management
Pennsylvania
$114K +$118K +386 New
CAM
3192
Close Asset Management
United Kingdom
$113K +$9.2K +30 +9%
NC
3193
NewSquare Capital
Pennsylvania
$112K +$20.5K +67 +21%
AWM
3194
AllSquare Wealth Management
New York
$112K -$185K -603 -61%
TLA
3195
Tanglewood Legacy Advisors
Texas
$111K -$2.76K -9 -2%
FFL
3196
Financial Freedom LLC
Ohio
$111K +$613 +2 +0.5%
TWP
3197
TFO Wealth Partners
Ohio
$109K +$114K +371 New
DCBT
3198
Dakota Community Bank & Trust
North Dakota
$109K – – –
CSPAM
3199
Cary Street Partners Asset Management
Virginia
$109K -$32.5K -106 -22%
FCG
3200
Financial Connections Group
California
$106K -$49.1K -160 -31%
126 127
128
129 130