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Name Holding Trade Value Shares
Change
Change in
Stake
NRG
3001
Nemes Rush Group
Michigan
$56.2K +$3.08K +9 +6%
GK
3002
Graney & King
New York
$54.3K
MFS
3003
Montgomery Financial Services
Maryland
$54.3K +$51.3K +150 New
CCA
3004
Catalyst Capital Advisors
New York
$54K -$18.8K -55 -27%
DF
3005
Downshift Financial
Colorado
$51.4K +$48.6K +142 New
AWA
3006
Acumen Wealth Advisors
Tennessee
$49.6K -$21.6K -63 -32%
SC
3007
Solstein Capital
California
$48.2K
UOTTAIMCU
3008
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$48.2K
ITG
3009
Index Technologies Group
New York
$46.4K +$43.8K +128 New
CFG
3010
CKW Financial Group
Hawaii
$46K +$342 +1 +0.8%
KSB
3011
Kennebec Savings Bank
Maine
$45.6K
SIS
3012
Strategic Investment Solutions
Illinois
$45.3K
MIM
3013
MTM Investment Management
South Carolina
$44.9K
FFA
3014
Frazier Financial Advisors
Ohio
$44.2K -$15.4K -45 -27%
AIS
3015
Advocate Investing Services
Maryland
$43.5K
OCM
3016
Osterweis Capital Management
California
$42.4K
HC
3017
Hoese & Co
Minnesota
$42.4K -$14.7K -43 -27%
RWS
3018
Retirement Wealth Solutions
Wisconsin
$42K -$685 -2 -2%
SFAM
3019
Sawyer Falduto Asset Management
Illinois
$42K
HIW
3020
Holos Integrated Wealth
Pennsylvania
$41.6K
EP
3021
Evelyn Partners
$40.9K +$38.7K +113 New
UFPG
3022
United Financial Planning Group
New York
$40.1K +$342 +1 +0.9%
MSWM
3023
Mowery & Schoenfeld Wealth Management
Illinois
$40K -$9.24K -27 -20%
NEWAS
3024
N.E.W. Advisory Services
Wisconsin
$39.1K -$21.6K -63 -37%
SFS
3025
Sunrise Financial Services
Washington
$38.4K -$11.6K -34 -24%