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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
3026
Elmwood Wealth Management
California
$206K -$1.99K -25 -0.9%
NFTC
3027
North Forty Two & Co
Oregon
$206K – – –
KPP
3028
Kings Path Partners
Texas
$206K – – –
LSA
3029
Lion Street Advisors
Texas
$206K -$69.2K -870 -25%
EC
3030
EdgeRock Capital
Colorado
$206K -$33.1K -417 -14%
PFA
3031
Pathway Financial Advisors
Vermont
$205K -$16.1K -203 -7%
VC
3032
Veery Capital
Delaware
$205K -$8.11K -102 -4%
PCM
3033
Palisade Capital Management
New Jersey
$205K +$206K +2,591 New
ICA
3034
Infrastructure Capital Advisors
New York
$205K +$6.2K +78 +3%
PPW
3035
Pasadena Private Wealth
California
$205K -$59.6K -750 -22%
FCA
3036
Fortis Capital Advisors
Kansas
$205K -$8.35K -105 -4%
HCM
3037
Harvey Capital Management
Florida
$205K -$23.8K -300 -11%
HFP
3038
Holistic Financial Partners
Indiana
$204K -$146K -1,834 -42%
PPG
3039
Peak Planning Group
Colorado
$203K -$165K -2,075 -45%
GB
3040
Goepper Burkhardt
South Carolina
$203K -$7.95K -100 -4%
VC
3041
Veracity Capital
Georgia
$203K -$64.1K -807 -24%
VC
3042
Vestor Capital
Illinois
$203K -$425K -5,350 -91%
AIIMS
3043
Analyst IMS Investment Management Services
Israel
$203K – – –
BI
3044
Binnacle Investments
Iowa
$203K -$4.85K -61 -2%
SDWMA
3045
Schneider Downs Wealth Management Advisors
Pennsylvania
$203K -$34.8K -438 -15%
GCM
3046
Genus Capital Management
British Columbia, Canada
$202K -$104K -1,305 -34%
HCA
3047
Heck Capital Advisors
Wisconsin
$202K +$180K +2,261 +853%
OKSA
3048
O'Keefe Stevens Advisory
New York
$201K – – –
MPM
3049
MBB Public Markets
Illinois
$201K -$50.2K -632 -20%
ACM
3050
Academy Capital Management
Texas
$201K – – –