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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
3326
Elevation Wealth Partners
California
$10.8K
CFP
3327
Comprehensive Financial Planning
Pennsylvania
$10.5K
JFG
3328
JDM Financial Group
Texas
$10.4K -$4.88K -73 -33%
WA
3329
WestEnd Advisors
North Carolina
$10.2K +$6.41K +96 +209%
PS
3330
PayPay Securities
Japan
$10.1K +$2.6K +39 +38%
NOI
3331
Newton One Investments
Delaware
$9.51K
WW
3332
Winnow Wealth
Texas
$9.3K +$2.81K +42 +48%
BMC
3333
Bear Mountain Capital
Washington
$9.2K +$1.67K +25 +25%
GWS
3334
Greykasell Wealth Strategies
California
$8.95K +$8.35K +125 New
LWMI
3335
Legacy Wealth Management (Idaho)
Idaho
$8.6K
BCC
3336
Biglari Capital Corp
Texas
$8.59K
PWA
3337
Principia Wealth Advisory
Texas
$8.32K +$467 +7 +6%
RJA
3338
Ross\Johnson & Associates
Minnesota
$7.95K +$534 +8 +8%
GK
3339
Graney & King
New York
$7.52K
RCA
3340
Runnymede Capital Advisors
Ohio
$7.45K
SAS
3341
Spurstone Advisory Services
Connecticut
$7.38K
LIM
3342
Longfellow Investment Management
Massachusetts
$7.23K -$887K -13,276 -99%
CMA
3343
Cedar Mountain Advisors
Oregon
$7.19K
NWM
3344
Nova Wealth Management
Florida
$7.16K -$6.68K -100 -50%
PWM
3345
Parkworth Wealth Management
California
$6.4K
HFS
3346
Horizon Financial Services
North Carolina
$6.04K +$868 +13 +18%
MFG
3347
Mendota Financial Group
Wisconsin
$5.44K +$5.08K +76 New
BHWM
3348
Bay Harbor Wealth Management
Maryland
$5.33K -$13.6K -203 -73%
GWM
3349
Graybill Wealth Management
Illinois
$4.98K +$4.67K +70 New
ACM
3350
Anfield Capital Management
California
$4.8K