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Name Holding Trade Value Shares
Change
Change in
Stake
EWP
3376
Elevation Wealth Partners
California
$192K +$386 +3 +0.2%
EPW
3377
Evergreen Private Wealth
Colorado
$191K
NL
3378
NKCFO LLC
Illinois
$191K
TWD
3379
True Wealth Design
Ohio
$191K +$93.1K +723 +88%
BHWM
3380
Beaird Harris Wealth Management
Texas
$190K +$6.44K +50 +3%
FFO
3381
Fortitude Family Office
Arizona
$189K +$101K +781 +105%
SRCM
3382
Signature Resources Capital Management
California
$188K
PP
3383
Pacifica Partners
Canada
$187K +$4.38K +34 +2%
YDMI
3384
Y.D. More Investments
Israel
$184K +$91.3K +709 +64%
NIMI
3385
Natixis Investment Managers International
France
$184K
RWM
3386
Raffa Wealth Management
District of Columbia
$182K
FG
3387
Fairman Group
Pennsylvania
$180K
RFS
3388
Richardson Financial Services
Massachusetts
$177K -$64.7K -502 -26%
SC
3389
Stephens Consulting
Michigan
$177K -$20.7K -161 -10%
MSG
3390
Main Street Group
Virginia
$175K -$75K -582 -30%
CFS
3391
CGC Financial Services
Oregon
$173K
CTB
3392
Country Trust Bank
Illinois
$171K +$40.8K +317 +30%
RI
3393
Ridgewood Investments
New Jersey
$165K +$172K +1,336 New
ETS
3394
ESL Trust Services
New York
$165K +$7.21K +56 +4%
CPG
3395
Cornerstone Planning Group
New Jersey
$163K -$6.31K -49 -3%
HCA
3396
Harbor Capital Advisors
Illinois
$163K -$2.06K -16 -1%
TVWM
3397
Tower View Wealth Management
Wisconsin
$163K +$258 +2 +0.2%
CTWM
3398
Cherry Tree Wealth Management
Minnesota
$161K +$8.63K +67 +5%
FP
3399
Financial Perspectives
Minnesota
$158K
CWM
3400
Cedar Wealth Management
California
$156K -$14.2K -110 -8%