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Name Holding Trade Value Shares
Change
Change in
Stake
LRIA
2051
Leonard Rickey Investment Advisors
Washington
$243K -$72.1K -371 -19%
RWM
2052
Revisor Wealth Management
Ohio
$242K +$283K +1,454 New
SVCP
2053
Silicon Valley Capital Partners
California
$242K +$195K +1,001 +215%
NEWAS
2054
N.E.W. Advisory Services
Wisconsin
$242K +$284K +1,459 New
VC
2055
Veery Capital
Delaware
$242K -$1.75K -9 -0.6%
PWP
2056
Pursue Wealth Partners
California
$242K +$283K +1,456 New
UWM
2057
USAdvisors Wealth Management
Minnesota
$241K +$7.97K +41 +3%
CCG
2058
Chatham Capital Group
Georgia
$241K
NIA
2059
NBZ Investment Advisors
Tennessee
$240K +$39.8K +205 +17%
YWS
2060
Yarger Wealth Strategies
Ohio
$239K +$280K +1,441 New
AW
2061
Alteri Wealth
California
$239K +$37.7K +194 +16%
TIM
2062
Tortoise Investment Management
New York
$239K -$142K -731 -34%
EA
2063
Everpar Advisors
Oklahoma
$238K -$23.5K -121 -8%
MAM
2064
Mystic Asset Management
Rhode Island
$237K
FFWA
2065
FRG Family Wealth Advisors
Washington
$237K
AG
2066
AlTi Global
New York
$236K -$384K -1,978 -58%
EL
2067
EWA LLC
Pennsylvania
$236K +$21.4K +110 +8%
BCM
2068
BluePath Capital Management
Georgia
$235K -$174K -894 -39%
EWM
2069
Elmwood Wealth Management
California
$233K +$194 +1 +0.1%
LGW
2070
Leslie Global Wealth
Illinois
$233K -$2.33K -12 -0.8%
WN
2071
Williams & Novak
California
$233K +$11.3K +58 +4%
Financial Engines Advisors
2072
Financial Engines Advisors
California
$233K +$58.3K +300 +27%
NRS
2073
Neville Rodie & Shaw
New York
$232K +$37.9K +195 +16%
PFBT
2074
Parkside Financial Bank & Trust
Missouri
$231K -$11.9K -61 -4%
AIM
2075
Alhambra Investment Management
Florida
$231K +$14.4K +74 +6%