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Name Holding Trade Value Shares
Change
Change in
Stake
UCB
3026
United Community Bank
South Carolina
$69.9K +$9.98K +76 +17%
RA
3027
Rational Advisors
New York
$68.7K +$1.18K +9 +2%
CIAS
3028
CBIZ Investment Advisory Services
Ohio
$68.3K -$6.43K -49 -9%
KFP
3029
Keener Financial Planning
Texas
$68K – – –
CFS
3030
CGC Financial Services
Oregon
$67.9K – – –
NRWA
3031
North Ridge Wealth Advisors
Oregon
$67K +$65.6K +500 New
SIS
3032
Strategic Investment Solutions
Illinois
$67K +$263 +2 +0.4%
AWM
3033
Activest Wealth Management
Florida
$65.7K +$788 +6 +1%
RF
3034
Rossby Financial
Florida
$64.6K -$919 -7 -1%
QWM
3035
Quaker Wealth Management
New Jersey
$62.1K -$65.4K -498 -52%
NECFA
3036
New England Capital Financial Advisors
Connecticut
$61.8K +$131 +1 +0.2%
RDFA
3037
Ritter Daniher Financial Advisory
Ohio
$60.9K – – –
HC
3038
Hurley Capital
New York
$59.9K +$1.44K +11 +3%
DCM
3039
Davis Capital Management
Florida
$59.6K +$58.4K +445 New
GFL
3040
Granite FO LLC
New Hampshire
$56.9K – – –
PWMG
3041
Private Wealth Management Group
New Jersey
$56K – – –
EPAM
3042
Evelyn Partners Asset Management
$55.9K +$17.2K +131 +46%
CWP
3043
Clark Wealth Partners
Illinois
$55.8K +$46.9K +357 +406%
DWM
3044
Dogwood Wealth Management
Kansas
$55.2K -$3.41K -26 -6%
PP
3045
PFS Partners
New Jersey
$54.2K +$3.41K +26 +7%
TWD
3046
True Wealth Design
Ohio
$52K -$21.9K -167 -30%
RWA
3047
Redmont Wealth Advisors
Illinois
$51.5K +$16.4K +125 +48%
FDW
3048
Fourth Dimension Wealth
Ohio
$51.3K – – –
IAG
3049
Innovative Advisory Group
Massachusetts
$50.2K +$131 +1 +0.3%
HHMI
3050
Howard Hughes Medical Institute
Maryland
$50.1K – – –