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Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
2301
Cassady Schiller Wealth Management
Ohio
$44.6K -$23.2K -100 -33%
KC
2302
Knuff & Co
California
$44.4K
UIA
2303
Ulland Investment Advisors
Minnesota
$44K
AW
2304
Avion Wealth
Texas
$44K +$6.73K +29 +16%
GKIM
2305
GW&K Investment Management
Massachusetts
$43K +$37.8K +163 +562%
GWMI
2306
Guardian Wealth Management (Illinois)
Illinois
$42.6K +$232 +1 +0.5%
SF
2307
Safeguard Financial
Wisconsin
$40K +$42.2K +182 New
AWM
2308
Atticus Wealth Management
Florida
$38.3K +$232 +1 +0.6%
IPW
2309
Impact Partnership Wealth
Georgia
$36.9K +$38.5K +166 New
AS
2310
Altshuler Shaham
Israel
$36.6K -$3.94K -17 -9%
TFM
2311
TFC Financial Management
Massachusetts
$35.5K -$101K -434 -73%
CAM
2312
Chesapeake Asset Management
New York
$34.6K
TWP
2313
TFO Wealth Partners
Ohio
$34.4K
CFG
2314
CKW Financial Group
Hawaii
$34K +$4.64K +20 +15%
TCM
2315
Tradewinds Capital Management
Washington
$33.5K
JGCM
2316
Joseph Group Capital Management
Ohio
$33.3K
QT
2317
Quantbot Technologies
New York
$32.2K -$377K -1,625 -92%
BSWA
2318
Bromfield Sneider Wealth Advisors
Massachusetts
$32.2K
PP
2319
PrairieView Partners
Minnesota
$31K +$23.2K +100 +250%
AI
2320
AXS Investments
New York
$28.2K -$5.57K -24 -16%
RFG
2321
RFP Financial Group
Georgia
$28.1K +$2.78K +12 +10%
GPI
2322
General Partner Inc
Pennsylvania
$28K
NFSG
2323
Newbridge Financial Services Group
Florida
$27.9K -$11.6K -50 -28%
NF
2324
Norwood Financial
Pennsylvania
$27.8K
RF
2325
Robinswood Financial
Washington
$27.8K +$29K +125 New