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Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1476
Northeast Investment Management
Massachusetts
$418K – – –
PIA
1477
Perennial Investment Advisors
California
$417K +$29.7K +328 +8%
CC
1478
Chicago Capital
Illinois
$416K +$11.3K +125 +3%
MLL
1479
Moody Lynn & Lieberson
Massachusetts
$416K -$724 -8 -0.2%
DWM
1480
Defined Wealth Management
Oregon
$415K -$90 -1 -0%
RIA
1481
Richwood Investment Advisors
Ohio
$414K -$33.1K -366 -9%
MWM
1482
Manske Wealth Management
Texas
$414K +$3.71K +41 +0.9%
TFIPS
1483
Towarzystwo Funduszy Inwestycyjnych PZU SA
$414K +$28.9K +320 +8%
NP
1484
Nilsine Partners
Colorado
$413K +$86.4K +955 +28%
CWM
1485
Cordatus Wealth Management
Pennsylvania
$407K -$179K -1,981 -31%
KFAS
1486
Keating Financial Advisory Services
Kansas
$406K +$393K +4,340 New
BCP
1487
Blackhawk Capital Partners
Wisconsin
$405K +$391K +4,322 New
CTA
1488
Clear Trail Advisors
Texas
$404K +$390K +4,313 New
GWMR
1489
GC Wealth Management RIA
Massachusetts
$402K -$1.16M -12,826 -75%
LWL
1490
Leo Wealth LLC
Texas
$401K +$387K +4,284 New
CFO
1491
Cambient Family Office
Michigan
$401K +$387K +4,279 New
4A
1492
4Wealth Advisors
Illinois
$400K +$39.5K +437 +11%
ML
1493
McAdam LLC
Pennsylvania
$400K +$8.14K +90 +2%
NB
1494
Northwest Bancshares
Pennsylvania
$400K -$36.2K -400 -9%
SFWA
1495
Summit Financial Wealth Advisors
Louisiana
$399K -$54.9K -607 -12%
SFA
1496
Souders Financial Advisors
Ohio
$399K -$78.5K -868 -17%
CWS
1497
Cypress Wealth Services
California
$398K +$82.8K +916 +27%
FFA
1498
Founders Financial Alliance
North Carolina
$397K -$9.22K -102 -2%
WA
1499
Wealth Alliance
New York
$397K -$5.07K -56 -1%
1IA
1500
1834 Investment Advisors
Wisconsin
$396K -$370K -4,091 -49%
58 59
60
61 62