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Name Holding Trade Value Shares
Change
Change in
Stake
SAS
2576
Spurstone Advisory Services
Connecticut
$206K
WWC
2577
Waypoint Wealth Counsel
Georgia
$206K -$180K -6,758 -48%
WAM
2578
Winslow Asset Management
Ohio
$206K +$195K +7,330 New
CHWM
2579
Cauble & Harre Wealth Management
Missouri
$205K +$211K +7,935 New
MPW
2580
MASECO Private Wealth
$205K -$5.48K -206 -3%
LWPC
2581
Legacy Wealth Partners (Colorado)
Colorado
$204K +$194K +7,281 New
SFG
2582
Strive Financial Group
Indiana
$204K -$16.5K -618 -8%
PCM
2583
Penserra Capital Management
California
$204K +$40.6K +1,524 +26%
LSPW
2584
Lake Street Private Wealth
Illinois
$204K +$12.2K +459 +7%
RFN
2585
Redwood Financial Network
Ohio
$204K +$193K +7,260 New
MCM
2586
Maple Capital Management
Vermont
$204K -$34.3K -1,290 -15%
CVA
2587
Central Valley Advisors
California
$203K +$193K +7,247 New
VFM
2588
Vision Financial Markets
Connecticut
$203K +$186 +7 +0.1%
HCM
2589
Hall Capital Management
Rhode Island
$203K +$203K +7,618 New
PAM
2590
Pegasus Asset Management
New York
$203K +$193K +7,235 New
IWA
2591
IVC Wealth Advisors
Pennsylvania
$203K +$193K +7,233 New
WF
2592
Wayfinding Financial
Washington
$203K +$193K +7,254 New
BSTWA
2593
Blake Schutter Theil Wealth Advisors
Ohio
$203K -$27.6K -1,037 -13%
PFS
2594
Prospect Financial Services
New York
$202K +$192K +7,206 New
WCA
2595
Westover Capital Advisors
Delaware
$202K +$192K +7,204 New
OCPWS
2596
One Charles Private Wealth Services
Massachusetts
$202K +$192K +7,203 New
DCA
2597
DSG Capital Advisors
Minnesota
$202K +$192K +7,200 New
PWM
2598
Purus Wealth Management
California
$202K +$191K +7,192 New
FPCP
2599
Fort Point Capital Partners
California
$202K +$191K +7,181 New
TI
2600
tru Independence
Oregon
$201K +$191K +7,163 New