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Name Holding Trade Value Shares
Change
Change in
Stake
HP
2051
Holistic Planning
Texas
$244K – – –
TWA
2052
TCI Wealth Advisors
Arizona
$243K +$20K +103 +8%
LRIA
2053
Leonard Rickey Investment Advisors
Washington
$243K -$72.1K -371 -19%
RWM
2054
Revisor Wealth Management
Ohio
$242K +$283K +1,454 New
SVCP
2055
Silicon Valley Capital Partners
California
$242K +$195K +1,001 +215%
NEWAS
2056
N.E.W. Advisory Services
Wisconsin
$242K +$284K +1,459 New
VC
2057
Veery Capital
Delaware
$242K -$1.75K -9 -0.6%
PWP
2058
Pursue Wealth Partners
California
$242K +$283K +1,456 New
UWM
2059
USAdvisors Wealth Management
Minnesota
$241K +$7.97K +41 +3%
CCG
2060
Chatham Capital Group
Georgia
$241K – – –
NIA
2061
NBZ Investment Advisors
Tennessee
$240K +$39.8K +205 +17%
YWS
2062
Yarger Wealth Strategies
Ohio
$239K +$280K +1,441 New
AW
2063
Alteri Wealth
California
$239K +$37.7K +194 +16%
TIM
2064
Tortoise Investment Management
New York
$239K -$142K -731 -34%
EA
2065
Everpar Advisors
Oklahoma
$238K -$23.5K -121 -8%
MAM
2066
Mystic Asset Management
Rhode Island
$237K – – –
FFWA
2067
FRG Family Wealth Advisors
Washington
$237K – – –
AG
2068
AlTi Global
New York
$236K -$384K -1,978 -58%
EL
2069
EWA LLC
Pennsylvania
$236K +$21.4K +110 +8%
BCM
2070
BluePath Capital Management
Georgia
$235K -$174K -894 -39%
EWM
2071
Elmwood Wealth Management
California
$233K +$194 +1 +0.1%
LGW
2072
Leslie Global Wealth
Illinois
$233K -$2.33K -12 -0.8%
WN
2073
Williams & Novak
California
$233K +$11.3K +58 +4%
Financial Engines Advisors
2074
Financial Engines Advisors
California
$233K +$58.3K +300 +27%
NRS
2075
Neville Rodie & Shaw
New York
$232K +$37.9K +195 +16%