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Name Holding Trade Value Shares
Change
Change in
Stake
PP
3201
PrairieView Partners
Minnesota
$157K +$1.03K +4 +0.8%
CWM
3202
Consultiva Wealth Management
Puerto Rico
$156K
MWM
3203
MorganRosel Wealth Management
Colorado
$155K
DFA
3204
DHJJ Financial Advisors
Illinois
$153K +$97.9K +380 +273%
LI
3205
Louisbourg Investments
New Brunswick, Canada
$153K +$58.7K +228 +79%
T
3206
Transce3nd
Texas
$151K +$2.83K +11 +2%
BBPWM
3207
Blue Bell Private Wealth Management
Pennsylvania
$150K +$3.09K +12 +2%
BIA
3208
Bell Investment Advisors
California
$149K +$25.2K +98 +24%
TC
3209
Trust Company
Kansas
$149K -$32.7K -127 -20%
FDP
3210
Financiere des Professionnels
Quebec, Canada
$147K
GC
3211
Gould Capital
Washington
$147K
PW
3212
Pandora Wealth
Illinois
$147K
SFFS
3213
Stonehage Fleming Financial Services
Jersey
$147K +$129K +500 New
EWP
3214
Elevation Wealth Partners
California
$145K +$258 +1 +0.2%
HIMS
3215
Hager Investment Management Services
New Hampshire
$145K +$38.9K +151 +44%
PWMG
3216
Prestige Wealth Management Group
New Jersey
$144K -$1.55K -6 -1%
BGAI
3217
Bruce G. Allen Investments
Colorado
$144K -$51.3K -199 -29%
WOC
3218
West Oak Capital
California
$143K
BOJHT
3219
Bank of Jackson Hole Trust
Wyoming
$143K +$24.5K +95 +24%
JFGIW
3220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$140K
KFP
3221
Keener Financial Planning
Texas
$139K +$122K +473 New
EPIME
3222
Evelyn Partners Investment Management (Europe)
$139K
SO
3223
Sierra Ocean
California
$138K +$3.61K +14 +3%
NECFA
3224
New England Capital Financial Advisors
Connecticut
$138K +$12.4K +48 +11%
BI
3225
Binnacle Investments
Iowa
$138K +$11.1K +43 +10%