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Name Holding Trade Value Shares
Change
Change in
Stake
API
1351
Asset Planning Inc
California
$275K +$1.14K +9 +0.4%
AWM
1352
Avior Wealth Management
Nebraska
$274K +$2.92K +23 +1%
CP
1353
Creekside Partners
California
$273K – – –
NG
1354
Novem Group
New York
$273K -$4.26M -33,511 -94%
EI
1355
Ellevest Inc
New York
$273K +$255K +2,006 New
TWG
1356
The Wealth Group
Minnesota
$273K +$127 +1 +0%
KWM
1357
Keebeck Wealth Management
Illinois
$272K +$265K +2,085 New
VAG
1358
VisionPoint Advisory Group
Texas
$271K +$22.7K +179 +9%
CWP
1359
Curated Wealth Partners
California
$271K +$263K +2,074 New
AIP
1360
Avail Investment Partners
Pennsylvania
$271K +$51.7K +407 +24%
SAM
1361
Sawgrass Asset Management
Florida
$271K – – –
SFA
1362
Salus Financial Advisors
Colorado
$268K – – –
WDL
1363
Well Done LLC
Michigan
$266K +$254 +2 +0.1%
JIC
1364
Joel Isaacson & Co
New York
$266K -$48.8K -384 -16%
TF
1365
Tompkins Financial
New York
$266K – – –
SPWM
1366
Schrum Private Wealth Management
Florida
$265K +$228K +1,792 New
SB
1367
Strategic Blueprint
Georgia
$264K +$14.1K +111 +6%
BEAM
1368
Baker Ellis Asset Management
Washington
$264K – – –
NDSI
1369
Newman Dignan & Sheerar Inc
Rhode Island
$264K +$4.19K +33 +2%
KJWM
1370
Kiley Juergens Wealth Management
Washington
$264K -$20.7K -163 -7%
Los Angeles Capital Management
1371
Los Angeles Capital Management
California
$263K -$2.35M -18,470 -90%
CA
1372
Calton & Associates
Florida
$262K -$289K -2,275 -53%
ONST
1373
Old North State Trust
North Carolina
$262K – – –
CPCM
1374
Cardinal Point Capital Management
Ontario, Canada
$261K -$12.7K -100 -5%
SA
1375
SRH Advisors
Kansas
$261K – – –