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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
3101
VSM Wealth Advisory
Maryland
$120K +$79 +1 +0.1%
RWM
3102
Raffa Wealth Management
District of Columbia
$120K +$87.7K +1,103 +269%
EPW
3103
Evergreen Private Wealth
Colorado
$119K -$3.26K -41 -3%
CCMI
3104
Creative Capital Management Investments
California
$118K +$29.8K +375 +34%
RFG
3105
REAP Financial Group
Texas
$114K +$47K +591 +69%
MSFP
3106
Mark Sheptoff Financial Planning
Connecticut
$111K -$292K -3,668 -72%
CFS
3107
CGC Financial Services
Oregon
$110K
PP
3108
Pacifica Partners
Canada
$110K +$2.23K +28 +2%
BBPWM
3109
Blue Bell Private Wealth Management
Pennsylvania
$109K -$64.9K -816 -37%
SC
3110
Stephens Consulting
Michigan
$108K -$636 -8 -0.6%
TPWA
3111
Twin Peaks Wealth Advisors
California
$108K +$107K +1,345 New
VWM
3112
Vermillion Wealth Management
Minnesota
$108K +$12.2K +153 +13%
SSG
3113
Summit Securities Group
New York
$107K +$108K +1,353 New
TVWM
3114
Tower View Wealth Management
Wisconsin
$106K +$1.03K +13 +1%
RF
3115
Robinswood Financial
Washington
$106K +$43.6K +549 +69%
CAM
3116
Creekmur Asset Management
Illinois
$105K +$7.15K +90 +7%
GFL
3117
Granite FO LLC
New Hampshire
$104K
CWM
3118
Cedar Wealth Management
California
$104K +$4.29K +54 +4%
FP
3119
Financial Perspectives
Minnesota
$104K +$79 +1 +0.1%
EWP
3120
Elevation Wealth Partners
California
$102K -$21.4K -269 -17%
FNWA
3121
Financial Network Wealth Advisors
Utah
$99.9K +$1.75K +22 +2%
SVWA
3122
Sarver Vrooman Wealth Advisors
Missouri
$99.4K -$6.12K -77 -6%
RCM
3123
Richardson Capital Management
Wisconsin
$96.3K
TLCM
3124
Twin Lakes Capital Management
California
$96K +$318 +4 +0.3%
ETS
3125
ESL Trust Services
New York
$95K -$4.45K -56 -4%