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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
4076
Evergreen Wealth Management
Michigan
$3.59M -$827K -1,621 -19%
WLPWM
4077
Walled Lake Planning & Wealth Management
Illinois
$3.58M -$34.2K -67 -1%
EWS
4078
Evergreen Wealth Solutions
Pennsylvania
$3.58M +$44.4K +87 +1%
CHA
4079
Cooper/Haims Advisors
New York
$3.58M +$9.69K +19 +0.3%
PFA
4080
Pathway Financial Advisors
Vermont
$3.58M +$317K +622 +10%
PAW
4081
Plan A Wealth
Nebraska
$3.57M +$243K +477 +7%
WA
4082
Westfuller Advisors
New York
$3.57M +$1.51M +2,965 +75%
AWM
4083
AllSquare Wealth Management
New York
$3.57M +$23.5K +46 +0.7%
STA
4084
Smith Thornton Advisors
Alabama
$3.56M +$62.2K +122 +2%
GPW
4085
Genesis Private Wealth
Virginia
$3.56M +$224K +440 +7%
HGWM
4086
Horst & Graben Wealth Management
Oregon
$3.56M +$71.4K +140 +2%
RWA
4087
Rooted Wealth Advisors
Illinois
$3.56M +$240K +471 +7%
PFA
4088
Professional Financial Advisors
Nebraska
$3.56M +$76.5K +150 +2%
MIM
4089
Merrion Investment Management
New Jersey
$3.55M
CFG
4090
Carter Financial Group
Illinois
$3.55M +$91.8K +180 +3%
SR
4091
Syntax Research
Florida
$3.55M +$1.53K +3 +0%
NL
4092
Navalign LLC
California
$3.55M +$65.3K +128 +2%
BCM
4093
Boreal Capital Management
Florida
$3.54M +$48K +94 +1%
KGC
4094
Kennon-Green & Company
Ohio
$3.53M +$3.57K +7 +0.1%
GWP
4095
Gen-Wealth Partners
Michigan
$3.53M +$156K +305 +5%
LF
4096
Lighthouse Financial
Florida
$3.53M +$454K +890 +15%
KLWA
4097
Kelly Lawrence W & Associates
California
$3.53M
SFB
4098
STAR Financial Bank
Indiana
$3.52M +$320K +627 +10%
Betterment LLC
4099
Betterment LLC
New York
$3.51M +$278K +544 +9%
BWM
4100
Birchcreek Wealth Management
Ohio
$3.51M -$83.7K -164 -2%