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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
2101
Flaharty Asset Management
Florida
$22.4K +$22K +129 New
SC
2102
SouthState Corp
Florida
$22.1K – – –
CFS
2103
CGC Financial Services
Oregon
$22.1K +$4.6K +27 +27%
SC
2104
Steph & Co
Wisconsin
$21.5K – – –
BOC
2105
Bull Oak Capital
California
$21.4K – – –
EPW
2106
Evergreen Private Wealth
Colorado
$21.4K – – –
CFFP
2107
Center for Financial Planning
Michigan
$20.8K +$20.4K +120 New
WIM
2108
Westside Investment Management
California
$20.6K – – –
NCM
2109
Northwest Capital Management
Oregon
$20K – – –
SA
2110
SRH Advisors
Kansas
$19.6K – – –
FWM
2111
FSA Wealth Management
Massachusetts
$19.5K +$19.1K +112 New
LIS
2112
Legacy Investment Solutions
Idaho
$19K +$17.4K +102 New
LWMI
2113
Legacy Wealth Management (Idaho)
Idaho
$19K +$17.4K +102 New
KA
2114
Kozak & Associates
Colorado
$18.9K – – –
WTA
2115
Washington Trust Advisors
Massachusetts
$18.2K -$1.7K -10 -9%
FA
2116
Financial Avengers
California
$18.2K +$17.9K +105 New
MLA
2117
MB, Levis & Associates
Pennsylvania
$18.1K – – –
RWM
2118
Raffa Wealth Management
District of Columbia
$18.1K – – –
FW
2119
Fairway Wealth
Ohio
$18.1K +$17.7K +104 New
Cohen & Steers
2120
Cohen & Steers
New York
$18K -$26.1K -153 -60%
BCC
2121
Biglari Capital Corp
Texas
$17.4K – – –
LG
2122
LAM Group
Oregon
$17.4K – – –
SN
2123
Sittner & Nelson
Oregon
$17.4K – – –
APC
2124
Aspire Private Capital
North Carolina
$17K – – –
CJL
2125
Cyrus J. Lawrence
New York
$17K – – –