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Name Holding Trade Value Shares
Change
Change in
Stake
DF
3026
Downshift Financial
Colorado
$51.4K +$48.6K +142 New
AWA
3027
Acumen Wealth Advisors
Tennessee
$49.6K -$21.6K -63 -32%
SC
3028
Solstein Capital
California
$48.2K – – –
UOTTAIMCU
3029
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$48.2K – – –
ITG
3030
Index Technologies Group
New York
$46.4K +$43.8K +128 New
CFG
3031
CKW Financial Group
Hawaii
$46K +$342 +1 +0.8%
KSB
3032
Kennebec Savings Bank
Maine
$45.6K – – –
SIS
3033
Strategic Investment Solutions
Illinois
$45.3K – – –
MIM
3034
MTM Investment Management
South Carolina
$44.9K – – –
FFA
3035
Frazier Financial Advisors
Ohio
$44.2K -$15.4K -45 -27%
AIS
3036
Advocate Investing Services
Maryland
$43.5K – – –
OCM
3037
Osterweis Capital Management
California
$42.4K – – –
HC
3038
Hoese & Co
Minnesota
$42.4K -$14.7K -43 -27%
RWS
3039
Retirement Wealth Solutions
Wisconsin
$42K -$685 -2 -2%
SFAM
3040
Sawyer Falduto Asset Management
Illinois
$42K – – –
HIW
3041
Holos Integrated Wealth
Pennsylvania
$41.6K – – –
EP
3042
Evelyn Partners
$40.9K +$38.7K +113 New
UFPG
3043
United Financial Planning Group
New York
$40.1K +$342 +1 +0.9%
MSWM
3044
Mowery & Schoenfeld Wealth Management
Illinois
$40K -$9.24K -27 -20%
NEWAS
3045
N.E.W. Advisory Services
Wisconsin
$39.1K -$21.6K -63 -37%
SFS
3046
Sunrise Financial Services
Washington
$38.4K -$11.6K -34 -24%
1NWS
3047
1 North Wealth Services
Maryland
$38.4K – – –
FA
3048
Fedenia Advisers
Wisconsin
$38K +$35.9K +105 New
DWS
3049
Dynamic Wealth Strategies
California
$37.3K +$1.03K +3 +3%
RF
3050
Robinswood Financial
Washington
$36.5K -$8.56K -25 -20%