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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
3026
Strategic Investment Solutions
Illinois
$44K +$35.6K +100 +400%
MIM
3027
MTM Investment Management
South Carolina
$43.6K – – –
QWM
3028
Quaker Wealth Management
New Jersey
$42.9K +$713 +2 +2%
AIS
3029
Advocate Investing Services
Maryland
$42.2K – – –
DWM
3030
Dogwood Wealth Management
Kansas
$41.9K +$15.7K +44 +59%
RWS
3031
Retirement Wealth Solutions
Wisconsin
$41.5K +$35.3K +99 +521%
OCM
3032
Osterweis Capital Management
California
$41.2K – – –
SFAM
3033
Sawyer Falduto Asset Management
Illinois
$40.8K – – –
Evelyn Partners Investment Management
3034
Evelyn Partners Investment Management
$39.8K – – –
UFPG
3035
United Financial Planning Group
New York
$38.8K +$12.5K +35 +47%
HIW
3036
Holos Integrated Wealth
Pennsylvania
$38.4K – – –
1NWS
3037
1 North Wealth Services
Maryland
$37.3K – – –
EA
3038
Evergreen Advisors
Tennessee
$36.9K +$37.4K +105 New
DWS
3039
Dynamic Wealth Strategies
California
$35.2K – – –
OW
3040
Olistico Wealth
Oklahoma
$35.2K – – –
PS
3041
Pinney & Scofield
Massachusetts
$35.2K – – –
MFP
3042
Meramec Financial Planners
Missouri
$35K – – –
AWM
3043
Activest Wealth Management
Florida
$33.8K +$34.2K +96 New
AI
3044
AXS Investments
New York
$31.3K -$9.27K -26 -23%
QVR
3045
QVR
California
$31.3K +$31.7K +89 New
SRCM
3046
Signature Resources Capital Management
California
$30.3K -$1.07K -3 -3%
EFG International
3047
EFG International
$29.9K -$60.6K -170 -67%
PWMG
3048
Private Wealth Management Group
New Jersey
$28.9K – – –
TVWM
3049
Tower View Wealth Management
Wisconsin
$28.8K +$22.5K +63 +332%
CH
3050
CDKV Holdings
Colorado
$27.4K – – –