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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
3601
Elevatus Welath Management
New York
$292K +$40.5K +103 +17%
VNA
3602
Valley National Advisers
Pennsylvania
$292K -$1.98M -5,030 -87%
KWA
3603
Kellett Wealth Advisors
Ohio
$292K -$18.1K -46 -6%
PA
3604
Prossimo Advisors
California
$291K -$2.33M -5,925 -89%
WFS
3605
WealthGarden F.S.
California
$291K +$31.8K +81 +12%
HSG
3606
Helen Stephens Group
Texas
$290K +$1.57K +4 +0.6%
PPW
3607
Pasadena Private Wealth
California
$290K -$20.8K -53 -7%
W
3608
WorthPointe
California
$290K -$4.33K -11 -2%
CISOA
3609
Capital Investment Services of America
Wisconsin
$289K – – –
PP
3610
Postrock Partners
Oregon
$289K – – –
JAA
3611
Joel Adams & Associates
North Carolina
$288K – – –
FL
3612
FreeGulliver LLC
Louisiana
$288K +$280K +712 New
HGWM
3613
Horst & Graben Wealth Management
Oregon
$288K +$3.93K +10 +1%
MWM
3614
MBE Wealth Management
Wisconsin
$287K – – –
LWMM
3615
Legacy Wealth Management (Mississippi)
Mississippi
$287K -$64.5K -164 -19%
VFG
3616
V2 Financial group
Illinois
$287K – – –
CAM
3617
Close Asset Management
United Kingdom
$287K -$78.6K -200 -22%
CA
3618
Cortland Associates
Missouri
$287K +$393 +1 +0.1%
LI
3619
Lafayette Investments
Maryland
$287K – – –
FWM
3620
FMB Wealth Management
California
$287K +$393 +1 +0.1%
HG
3621
Harbor Group
New Hampshire
$287K +$39.7K +101 +17%
RWM
3622
Rialto Wealth Management
New York
$286K +$2.36K +6 +0.9%
BA
3623
Ballew Advisors
Mississippi
$286K +$786 +2 +0.3%
TLCM
3624
Twin Lakes Capital Management
California
$285K – – –
EFP
3625
Elser Financial Planning
Indiana
$285K -$1.57K -4 -0.6%
143 144
145
146 147