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Klaviyo

Name Holding Trade Value Shares
Change
Change in
Stake
EP
251
Essential Partners
California
$2.4K -$16.1K -970 -86%
Bogart Wealth LLC
252
Bogart Wealth LLC
Virginia
$2.39K +$1.61K +97 +159%
SGFG
253
Silver Grove Financial Group
New York
$2.29K +$2.52K +152 New
MWPCG
254
Measured Wealth Private Client Group
New Hampshire
$2.19K – – –
CIA
255
Cape Investment Advisory
Georgia
$2.01K +$2.2K +133 New
PWMG
256
Private Wealth Management Group
New Jersey
$1.98K +$597 +36 +38%
AAG
257
Armstrong Advisory Group
Massachusetts
$1.81K – – –
Harbour Investments
258
Harbour Investments
Wisconsin
$1.78K +$1.96K +118 New
QC
259
Quent Capital
New York
$1.6K +$1.76K +106 New
Ameritas Advisory Services
260
Ameritas Advisory Services
Nebraska
$1.3K +$1.43K +86 New
QL
261
Quarry LP
New York
$1.25K +$1.38K +83 New
EC
262
Elequin Capital
New York
$1.07K – – –
UMB Bank
263
UMB Bank
Missouri
$997 +$1.09K +66 New
TD Waterhouse Canada
264
TD Waterhouse Canada
Ontario, Canada
$933 +$945 +57 New
PPC
265
Park Place Capital
Alabama
$921 +$398 +24 +65%
CoreCap Advisors
266
CoreCap Advisors
Michigan
$891 – – –
MCM
267
Manchester Capital Management
Vermont
$695 +$762 +46 New
SIC
268
SJS Investment Consulting
Ohio
$544 +$149 +9 +33%
SouthState Corp
269
SouthState Corp
Florida
$499 -$331 -20 -38%
TFA
270
Transamerica Financial Advisors
Florida
$498 +$547 +33 New
CFM
271
Cornerstone Financial Management
Massachusetts
$423 -$414 -25 -47%
MassMutual Private Wealth & Trust
272
MassMutual Private Wealth & Trust
Connecticut
$423 +$464 +28 New
OCWP
273
Owl Creek Wealth Partners
Colorado
$378 +$414 +25 New
FC
274
Fairscale Capital
New Hampshire
$227 – – –
TWD
275
True Wealth Design
Ohio
$151 -$1.49K -90 -90%