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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2101
CGC Financial Services
Oregon
$22.1K +$4.6K +27 +27%
SC
2102
Steph & Co
Wisconsin
$21.5K
BOC
2103
Bull Oak Capital
California
$21.4K
EPW
2104
Evergreen Private Wealth
Colorado
$21.4K
CFFP
2105
Center for Financial Planning
Michigan
$20.8K +$20.4K +120 New
WIM
2106
Westside Investment Management
California
$20.6K
NCM
2107
Northwest Capital Management
Oregon
$20K
SA
2108
SRH Advisors
Kansas
$19.6K
FWM
2109
FSA Wealth Management
Massachusetts
$19.5K +$19.1K +112 New
LIS
2110
Legacy Investment Solutions
Idaho
$19K +$17.4K +102 New
LWMI
2111
Legacy Wealth Management (Idaho)
Idaho
$19K +$17.4K +102 New
KA
2112
Kozak & Associates
Colorado
$18.9K
WTA
2113
Washington Trust Advisors
Massachusetts
$18.2K -$1.7K -10 -9%
FA
2114
Financial Avengers
California
$18.2K +$17.9K +105 New
MLA
2115
MB, Levis & Associates
Pennsylvania
$18.1K
RWM
2116
Raffa Wealth Management
District of Columbia
$18.1K
FW
2117
Fairway Wealth
Ohio
$18.1K +$17.7K +104 New
Cohen & Steers
2118
Cohen & Steers
New York
$18K -$26.1K -153 -60%
BCC
2119
Biglari Capital Corp
Texas
$17.4K
LG
2120
LAM Group
Oregon
$17.4K
SN
2121
Sittner & Nelson
Oregon
$17.4K
APC
2122
Aspire Private Capital
North Carolina
$17K
CJL
2123
Cyrus J. Lawrence
New York
$17K
CHA
2124
Carmichael Hill & Associates
Maryland
$16.2K +$852 +5 +6%
PP
2125
Pacifica Partners
Canada
$14.8K