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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1901
Capital Advisors Ltd
Ohio
$99K – – –
DFA
1902
DHJJ Financial Advisors
Illinois
$93.4K – – –
HNW
1903
High Note Wealth
Minnesota
$90.6K +$3.29K +5 +4%
FFO
1904
Fortitude Family Office
Arizona
$90.6K +$4.61K +7 +6%
WFA
1905
West Financial Advisors
Iowa
$89.9K – – –
RDFA
1906
Ritter Daniher Financial Advisory
Ohio
$89.2K – – –
OCWP
1907
Owl Creek Wealth Partners
Colorado
$88.4K – – –
EWM
1908
Evolution Wealth Management
Florida
$88.4K – – –
VEA
1909
Virtus ETF Advisers
New York
$87.7K -$54K -82 -40%
SS
1910
SBI Securities
Japan
$84.2K -$3.95K -6 -5%
HB
1911
Horizon Bancorp
Indiana
$84K – – –
GA
1912
GoalVest Advisory
New York
$83.4K -$1.88M -2,851 -96%
RYIA
1913
Roehl & Yi Investment Advisors
Oregon
$83.3K – – –
WIM
1914
Westside Investment Management
California
$82.7K – – –
RWM
1915
Rialto Wealth Management
New York
$77.7K +$36.9K +56 +106%
B
1916
Bayban
Minnesota
$77K – – –
GKIM
1917
GW&K Investment Management
Massachusetts
$75K +$5.27K +8 +8%
PMFA
1918
Plante Moran Financial Advisors
Michigan
$74.2K +$2.64K +4 +4%
APW
1919
Atlantic Private Wealth
North Carolina
$71.3K – – –
1L
1920
10Elms LLP
Oklahoma
$71.3K +$65.9K +100 New
SWA
1921
SOA Wealth Advisors
New York
$71K – – –
OAG
1922
Oakmont Advisory Group
New Mexico
$70.1K +$64.6K +98 New
WBC
1923
Westpac Banking Corp
Australia
$69.9K – – –
WSCM
1924
Wellington Shields Capital Management
New York
$68.5K +$29K +44 +85%
CFSG
1925
Community Financial Services Group
Vermont
$68.2K – – –