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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2301
CBIZ Investment Advisory Services
Ohio
$16.2K +$13.5K +135 +711%
RVM
2302
Robinson Value Management
Texas
$16.1K – – –
MIM
2303
Marshall Investment Management
Colorado
$15.8K -$19K -191 -56%
SC
2304
Stephens Consulting
Michigan
$15.8K -$6.68K -67 -31%
FPF
2305
First Pacific Financial
Washington
$15.5K +$14.8K +148 New
ZRP
2306
Zynergy Retirement Planning
New Jersey
$15.1K +$15.2K +152 New
MCA
2307
Midwest Capital Advisors
Michigan
$14.9K – – –
BT
2308
Banque Transatlantique
France
$14.4K – – –
FP
2309
Financial Perspectives
Minnesota
$14.3K – – –
WPA
2310
Wealth Preservation Advisors
Tennessee
$14.3K +$13.6K +136 New
MIFH
2311
Migdal Insurance & Financial Holdings
Israel
$14K +$13.1K +131 New
BWL
2312
Bogart Wealth LLC
Virginia
$14K -$1.4K -14 -10%
BWM
2313
Bernard Wealth Management
Michigan
$14K +$3.79K +38 +40%
EWP
2314
Elevation Wealth Partners
California
$13.7K – – –
TCM
2315
TruNorth Capital Management
Michigan
$13.5K +$4.39K +44 +52%
FFWM
2316
Future Financial Wealth Management
Ohio
$13.3K – – –
JFG
2317
JDM Financial Group
Texas
$13.2K – – –
LWA
2318
Lowe Wealth Advisors
Maryland
$12.8K – – –
GWM
2319
Graybill Wealth Management
Illinois
$12.7K +$12.1K +121 New
BBPWM
2320
Blue Bell Private Wealth Management
Pennsylvania
$12.7K – – –
VWA
2321
Valued Wealth Advisors
Utah
$12.6K -$10.1K -101 -46%
KA
2322
Kozak & Associates
Colorado
$12.6K -$2.49K -25 -15%
PWA
2323
Provenance Wealth Advisors
Florida
$12.4K – – –
ACM
2324
Anfield Capital Management
California
$12.3K – – –
CAM
2325
Clarity Asset Management
Iowa
$12.3K +$100 +1 +0.9%
91 92
93
94 95