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26 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1151
GIA
GHP Investment Advisors
Colorado
$122K $0 3 0% Maintained
1152
CA
Continuum Advisory
Idaho
$120K +$141K 5 0.01% New
1153
EWM
Evermay Wealth Management
Virginia
$116K +$109K 3 0.01% Increased
1154
EW
Element Wealth
Mississippi
$116K -$2.15K 1 0.04% Reduced
1155
CPW
Cove Private Wealth
New York
$115K $0 1 0.02% Maintained
1156
4WM
49 Wealth Management
Texas
$115K +$99.5K 1 0.02% New
1157
A
Alongside
Texas
$115K +$99.5K 1 0.02% New
1158
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$113K $0 1 0% Maintained
1159
RHP
Royal Harbor Partners
Texas
$112K $0 1 0.03% Maintained
1160
CFFP
Center for Financial Planning
Michigan
$111K +$113K 3 0.01% Increased
1161
CIAM
Caitong International Asset Management
Hong Kong
$110K -$289K 8 0.02% Reduced
1162
AFG
Allegheny Financial Group
Pennsylvania
$110K $0 1 0.01% Maintained
1163
PTC
Private Trust Company
Ohio
$109K +$395 6 0.01% Increased
1164
APFP
Action Point Financial Planning
Michigan
$109K +$118K 8 0.01% New
1165
FFG
Fortem Financial Group
California
$109K -$7.17K 1 0.02% Reduced
1166
Whittier Trust
Whittier Trust
California
$108K $0 7 0% Maintained
1167
VCP
Verus Capital Partners
Arizona
$106K +$7.97K 1 0.01% Increased
1168
BCM
Blume Capital Management
California
$105K $0 1 0.02% Maintained
1169
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$105K +$1.02K 1 0% Increased
1170
Evelyn Partners
Evelyn Partners
$104K +$121K 2 0% New
1171
GBT
Grove Bank & Trust
Florida
$104K $0 5 0.01% Maintained
1172
RPWA
Regent Peak Wealth Advisors
Georgia
$101K +$89.5K 1 0.02% New
1173
VIS
Vega Investment Solutions
France
$99.4K +$63.1K 1 0.01% Increased
1174
Groupe la Francaise
Groupe la Francaise
France
$99.1K +$117K 1 0% New
1175
JWCA
J.W. Cole Advisors
Florida
$98.9K $0 1 0% Maintained