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Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
1776
Lucia Wealth Services
California
$169K +$52.1K +693 +43%
EWA
1777
Evolution Wealth Advisors
Florida
$168K +$172K +2,288 New
RTC
1778
Riverview Trust Company
Washington
$164K – – –
EI
1779
Ellevest Inc
New York
$162K +$79.4K +1,056 +92%
CAGAS
1780
Capital Advisory Group Advisory Services
Minnesota
$161K +$141K +1,876 +597%
CFG
1781
CKW Financial Group
Hawaii
$154K – – –
CI
1782
CX Institutional
Indiana
$154K +$26.2K +349 +20%
MAM
1783
Marquette Asset Management
Minnesota
$149K – – –
BFIM
1784
Beese Fulmer Investment Management
Ohio
$149K +$152K +2,018 New
MLFP
1785
MPS Loria Financial Planners
Illinois
$149K +$152K +2,022 New
CQS
1786
Credential Qtrade Securities
$146K +$131K +1,745 +746%
SSWG
1787
Seven Springs Wealth Group
Tennessee
$145K – – –
WEC
1788
Winslow Evans & Crocker
Massachusetts
$144K +$42.8K +570 +41%
VCM
1789
Vigilant Capital Management
Maine
$144K +$147K +1,950 New
RWM
1790
Raffa Wealth Management
District of Columbia
$136K +$902 +12 +0.7%
VCM
1791
Versant Capital Management
Arizona
$131K -$526 -7 -0.4%
WA
1792
Wealth Advisors
California
$122K +$122K +1,623 New
HWA
1793
HHM Wealth Advisors
Tennessee
$119K -$32.9K -438 -21%
CFD
1794
Creative Financial Designs
Indiana
$118K +$16.3K +217 +16%
MSFP
1795
Mark Sheptoff Financial Planning
Connecticut
$111K +$113K +1,500 +15,000%
PFBT
1796
Parkside Financial Bank & Trust
Missouri
$108K +$6.69K +89 +6%
WC
1797
Wexford Capital
Florida
$103K -$1.09M -14,507 -91%
PGAM
1798
Princeton Global Asset Management
New Jersey
$101K – – –
CWM
1799
Campbell Wealth Management
Virginia
$100K +$103K +1,364 New
SCM
1800
Silvant Capital Management
Georgia
$99K – – –
70 71
72
73 74