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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
2576
Pines Wealth Management
North Carolina
$208K -$53.9K -2,023 -21%
EP
2577
Elkhorn Partners
Nebraska
$208K +$10.6K +400 +6%
SVCP
2578
Silicon Valley Capital Partners
California
$208K +$932 +35 +0.5%
LGG
2579
Luts & Greenleigh Group
Maryland
$207K +$196K +7,355 New
SAS
2580
Spurstone Advisory Services
Connecticut
$206K – – –
WWC
2581
Waypoint Wealth Counsel
Georgia
$206K -$180K -6,758 -48%
WAM
2582
Winslow Asset Management
Ohio
$206K +$195K +7,330 New
CHWM
2583
Cauble & Harre Wealth Management
Missouri
$205K +$211K +7,935 New
MPW
2584
MASECO Private Wealth
$205K -$5.48K -206 -3%
LWPC
2585
Legacy Wealth Partners (Colorado)
Colorado
$204K +$194K +7,281 New
SFG
2586
Strive Financial Group
Indiana
$204K -$16.5K -618 -8%
PCM
2587
Penserra Capital Management
California
$204K +$40.6K +1,524 +26%
LSPW
2588
Lake Street Private Wealth
Illinois
$204K +$12.2K +459 +7%
RFN
2589
Redwood Financial Network
Ohio
$204K +$193K +7,260 New
MCM
2590
Maple Capital Management
Vermont
$204K -$34.3K -1,290 -15%
CVA
2591
Central Valley Advisors
California
$203K +$193K +7,247 New
VFM
2592
Vision Financial Markets
Connecticut
$203K +$186 +7 +0.1%
HCM
2593
Hall Capital Management
Rhode Island
$203K +$203K +7,618 New
PAM
2594
Pegasus Asset Management
New York
$203K +$193K +7,235 New
IWA
2595
IVC Wealth Advisors
Pennsylvania
$203K +$193K +7,233 New
WF
2596
Wayfinding Financial
Washington
$203K +$193K +7,254 New
BSTWA
2597
Blake Schutter Theil Wealth Advisors
Ohio
$203K -$27.6K -1,037 -13%
PFS
2598
Prospect Financial Services
New York
$202K +$192K +7,206 New
WCA
2599
Westover Capital Advisors
Delaware
$202K +$192K +7,204 New
OCPWS
2600
One Charles Private Wealth Services
Massachusetts
$202K +$192K +7,203 New