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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
4301
Spectrum Investment Advisors
Wisconsin
$3.61M +$811K +2,835 +29%
CIAS
4302
CBIZ Investment Advisory Services
Ohio
$3.61M
PIWA
4303
Prevail Innovative Wealth Advisors
Kansas
$3.61M -$229K -802 -6%
MCM
4304
Mainstay Capital Management
Michigan
$3.59M +$82.1K +287 +2%
MPA
4305
Marvin & Palmer Associates
Delaware
$3.59M -$54.6K -191 -2%
PP
4306
Paladin Partners
Wisconsin
$3.59M -$794K -2,775 -18%
CFO
4307
Capitol Family Office
Oregon
$3.58M -$132K -461 -4%
NAM
4308
Nutshell Asset Management
United Kingdom
$3.58M +$2.2M +7,700 +165%
CWMA
4309
Capstone Wealth Management (Alabama)
Alabama
$3.58M +$1.04M +3,653 +42%
DP
4310
Denver PWM
Colorado
$3.58M -$1.71M -5,966 -34%
OCA
4311
Odyssey Capital Advisors
Pennsylvania
$3.57M +$77.8K +272 +2%
SFM
4312
Systematic Financial Management
New Jersey
$3.57M
DSA
4313
Droms Strauss Advisors
Missouri
$3.57M +$149K +521 +4%
AWM
4314
Apex Wealth Management
New Hampshire
$3.56M -$1.43K -5 -0%
EPW
4315
Elevated Private Wealth
Wisconsin
$3.56M +$3.52M +12,315 New
JBC
4316
Jefferson Bridge Capital
Tennessee
$3.56M
LA
4317
Latitude Advisors
Florida
$3.56M +$571K +1,996 +19%
SB
4318
Sunflower Bank
Texas
$3.55M -$57.8K -202 -2%
CWM
4319
CarsonAllaria Wealth Management
Illinois
$3.55M -$35.5K -124 -1%
IW
4320
Instrumental Wealth
Florida
$3.55M -$4.86K -17 -0.1%
CCP
4321
Carmel Capital Partners
California
$3.55M +$63.5K +222 +2%
FFA
4322
Frazier Financial Advisors
Ohio
$3.55M +$6.87K +24 +0.2%
BSTWA
4323
Blake Schutter Theil Wealth Advisors
Ohio
$3.54M +$7.15K +25 +0.2%
LCG
4324
Lakeshore Capital Group
Illinois
$3.54M -$7.44K -26 -0.2%
ICM
4325
Intrepid Capital Management
Florida
$3.54M +$149K +521 +4%