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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2376
Elevation Wealth Partners
California
$46.8K +$285 +2 +0.6%
CSWM
2377
Cassady Schiller Wealth Management
Ohio
$46.3K – – –
OIAM
2378
OFI Invest Asset Management
France
$46.2K +$49.7K +349 New
VCM
2379
Versant Capital Management
Arizona
$46.2K – – –
MFA
2380
McClarren Financial Advisors
Pennsylvania
$46K – – –
TFG
2381
Team Financial Group
California
$45.9K +$46.5K +327 New
PCFFS
2382
Pacific Center for Financial Services
California
$43.8K – – –
BCPWM
2383
Bradley & Co Private Wealth Management
Florida
$42.8K – – –
TFGT
2384
TS Financial Group (TSFG)
Illinois
$38K +$427 +3 +1%
RBC
2385
Roble Belko & Company
Pennsylvania
$36K – – –
MBFW
2386
Morton Brown Family Wealth
Pennsylvania
$35.1K -$854 -6 -2%
GA
2387
GoalVest Advisory
New York
$33.7K -$51.2K -360 -60%
FGAM
2388
Financial Gravity Asset Management
Texas
$32.2K +$12.9K +91 +68%
SHIM
2389
Stone House Investment Management
Pennsylvania
$31.6K +$29K +204 +971%
LOIP
2390
Live Oak Investment Partners
Texas
$31.2K – – –
CH
2391
Canton Hathaway
Rhode Island
$31K – – –
BFP
2392
Briaud Financial Planning
Texas
$31K +$31.9K +224 New
WPA
2393
West Paces Advisors
Georgia
$30.9K -$3.13K -22 -9%
GG
2394
Gleason Group
Kentucky
$29.2K +$285 +2 +1%
VLKIM
2395
Van Lanschot Kempen Investment Management
Netherlands
$28.5K – – –
LG
2396
LAM Group
Oregon
$28.3K – – –
RTL
2397
Red Tortoise LLC
Georgia
$27.7K +$142 +1 +0.5%
IA
2398
IFS Advisors
Kansas
$27.6K -$6.83K -48 -20%
FSWA
2399
Financial Synergies Wealth Advisors
Texas
$27.5K +$285 +2 +1%
RL
2400
Rogco LP
Oklahoma
$27.4K +$27.7K +195 New
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