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Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
2601
Ten Capital Wealth Advisors
Washington
$197K -$322K -2,083 -61%
FP
2602
Financial Perspectives
Minnesota
$192K
SC
2603
Sierra Capital
Florida
$191K
AL
2604
ADE LLC
Maryland
$189K -$31.3K -202 -14%
JEST
2605
JTC Employer Solutions Trustee
Jersey
$189K
SN
2606
Sittner & Nelson
Oregon
$189K
PCH
2607
PGIM Custom Harvest
New Jersey
$180K
SSC
2608
Syverson Strege & Co
Iowa
$172K +$929 +6 +0.5%
MHR
2609
Matthew Hamilton Rosenberg
$169K +$9.44K +61 +6%
CFO
2610
CVA Family Office
Colorado
$164K -$278K -1,794 -60%
CWAF
2611
Core Wealth Advisors (Florida)
Florida
$163K
CDIA
2612
Capital Directions Investment Advisors
Georgia
$153K +$3.56K +23 +2%
EI
2613
Ellevest Inc
New York
$150K +$21.2K +137 +16%
SCM
2614
Silvant Capital Management
Georgia
$146K
LWP
2615
Lumature Wealth Partners
Georgia
$144K -$19.5K -126 -12%
LAS
2616
Lloyd Advisory Services
Georgia
$143K -$2.02M -13,039 -93%
HRC
2617
Hoertkorn Richard Charles
$140K
RBC
2618
Roble Belko & Company
Pennsylvania
$135K
EL
2619
EMFO LLC
Florida
$131K
IRC
2620
Investors Research Corp
Georgia
$130K
CPC
2621
Consolidated Planning Corp
Georgia
$129K +$132K +856 New
NOI
2622
Newton One Investments
Delaware
$127K +$155 +1 +0.1%
AFS
2623
Annapolis Financial Services
Maryland
$127K +$6.35K +41 +5%
CCA
2624
Catalyst Capital Advisors
New York
$125K -$2.48K -16 -2%
CCMW
2625
Cypress Capital Management (Wyoming)
Wyoming
$125K