Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
2551
N.E.W. Advisory Services
Wisconsin
$110K -$5.95K -255 -5%
CWM
2552
Cranbrook Wealth Management
Michigan
$109K – – –
PCFFS
2553
Pacific Center for Financial Services
California
$109K +$163 +7 +0.2%
LFA
2554
Livelsberger Financial Advisory
Ohio
$108K +$104K +4,473 New
EWP
2555
Elevation Wealth Partners
California
$108K +$23 +1 +0%
CTB
2556
Country Trust Bank
Illinois
$108K +$29.5K +1,263 +39%
ME
2557
McIlrath & Eck
Washington
$107K -$33.3K -1,427 -24%
CAC
2558
Core Alternative Capital
Georgia
$106K – – –
GC
2559
Garde Capital
Washington
$105K -$42.2K -1,808 -29%
AAMU
2560
AEGON Asset Management (UK)
United Kingdom
$104K – – –
PG
2561
Proffitt & Goodson
Tennessee
$103K +$18.5K +795 +23%
RFG
2562
REAP Financial Group
Texas
$103K +$42.1K +1,804 +74%
HWM
2563
HighMark Wealth Management
Minnesota
$103K +$54.8K +2,350 +124%
IWM
2564
IMG Wealth Management
Florida
$102K +$31.2K +1,338 +47%
RTC
2565
Riverview Trust Company
Washington
$99.8K -$287K -12,295 -75%
OP
2566
ORG Partners
Indiana
$99.7K +$13.8K +593 +17%
MWA
2567
Moser Wealth Advisors
Washington
$99.6K +$16.4K +702 +21%
FFL
2568
Financial Freedom LLC
Ohio
$99.3K +$1K +43 +1%
CPG
2569
Cornerstone Planning Group
New Jersey
$98.8K +$33.6K +1,442 +57%
WFA
2570
Wellspring Financial Advisors
Ohio
$98.2K +$16.9K +724 +5%
SIS
2571
Strategic Investment Solutions
Illinois
$97.9K -$6.09K -261 -6%
MCAI
2572
Members Capital Advisors Inc
Wisconsin
$97.1K – – –
MIHAS
2573
Maj Invest Holding A/S
Denmark
$97K – – –
W
2574
WealthCollab
Washington
$96.6K +$10.3K +442 +12%
QWM
2575
Quaker Wealth Management
New Jersey
$96.3K +$92.6K +3,971 New