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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
1726
CBIZ Investment Advisory Services
Ohio
$47K +$5.61K +12 +15%
WAU
1727
Wellington-Altus USA
Manitoba, Canada
$47K +$43K +92 New
SWP
1728
SIMA Wealth Partners
Virginia
$45.9K -$6.54K -14 -13%
SL
1729
Salomon & Ludwin
Virginia
$45.7K – – –
WAS
1730
Winch Advisory Services
Wisconsin
$42.5K – – –
MFP
1731
Meramec Financial Planners
Missouri
$41.6K +$33.7K +72 New
LWANC
1732
Laurel Wealth Advisors (North Carolina)
North Carolina
$41.3K +$37.9K +81 New
UCB
1733
United Community Bank
South Carolina
$41.3K -$92.5K -198 -71%
NWMP
1734
Noble Wealth Management PBC
Colorado
$40.8K -$32.7K -70 -47%
CFS
1735
Compass Financial Services
Iowa
$40K – – –
OW
1736
Olistico Wealth
Oklahoma
$38.9K +$35.5K +76 New
FIM
1737
FWL Investment Management
Texas
$37.8K +$34.6K +74 New
SEP
1738
Signature Equity Partners
Ohio
$35.9K +$32.7K +70 New
GC
1739
Gould Capital
Washington
$35.7K – – –
OC
1740
Oakmont Corp
California
$33.2K – – –
PCM
1741
Palouse Capital Management
Washington
$33.2K +$30.4K +65 New
SN
1742
Sittner & Nelson
Oregon
$32.4K – – –
ME
1743
McIlrath & Eck
Washington
$32.2K – – –
RWS
1744
Retirement Wealth Solutions
Wisconsin
$31.8K +$467 +1 +2%
HIW
1745
Holos Integrated Wealth
Pennsylvania
$31.8K +$28.5K +61 New
PWAM
1746
Private Wealth Asset Management
Iowa
$31.6K – – –
AWA
1747
Acumen Wealth Advisors
Tennessee
$31.6K +$29K +62 New
RF
1748
Robinswood Financial
Washington
$31.3K – – –
MWA
1749
Medallion Wealth Advisors
Connecticut
$30.6K – – –
CB
1750
Centennial Bank
Arkansas
$30.6K – – –