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TECH

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
526
Elevation Wealth Partners
California
$5.16K +$1.57K +29 +66%
LI
527
LRI Investments
Florida
$4.73K -$5.13K -95 -59%
PP
528
PFS Partners
New Jersey
$4.73K – – –
RJA
529
Ross\Johnson & Associates
Minnesota
$4.45K – – –
MB
530
MidFirst Bank
Oklahoma
$4.31K – – –
SWM
531
Spire Wealth Management
Virginia
$4.03K -$3.94K -73 -56%
KFAS
532
Keating Financial Advisory Services
Kansas
$4.03K +$1.03K +19 +50%
JWA
533
JFS Wealth Advisors
Pennsylvania
$3.89K +$810 +15 +38%
BC
534
Bayforest Capital
United Kingdom
$3.81K -$5.4K -100 -65%
MNA
535
Manning & Napier Advisors
New York
$3.69K +$2.81K +52 New
PWA
536
Physician Wealth Advisors
Utah
$3.67K -$324 -6 -10%
SA
537
SRH Advisors
Kansas
$3.67K – – –
MCM
538
MV Capital Management
Maryland
$3.6K -$1.46K -27 -35%
SS
539
SBI Securities
Japan
$3.6K -$1.24K -23 -31%
TFA
540
Transamerica Financial Advisors
Florida
$3.6K +$2.21K +41 +410%
CT
541
Colonial Trust
South Carolina
$3.14K +$108 +2 +5%
CWP
542
Concord Wealth Partners
Virginia
$3.11K +$2.38K +44 New
BCWM
543
Bartlett & Co Wealth Management
Ohio
$2.97K -$378 -7 -14%
FPF
544
First Pacific Financial
Washington
$2.92K – – –
APFP
545
Action Point Financial Planning
Michigan
$2.9K +$2.32K +43 New
CA
546
CoreCap Advisors
Michigan
$2.54K -$108 -2 -5%
SC
547
SouthState Corp
Florida
$2.47K -$540 -10 -22%
BWL
548
Bogart Wealth LLC
Virginia
$2.47K -$54 -1 -3%
EB
549
Eastern Bank
Massachusetts
$2.47K – – –
RWS
550
Retirement Wealth Solutions
Wisconsin
$2.4K +$324 +6 +21%
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