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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
3476
Dougherty Wealth Advisers
Minnesota
$166K – – –
PCFFS
3477
Pacific Center for Financial Services
California
$165K – – –
EIP
3478
Essential Investment Partners
Colorado
$165K +$159K +2,142 New
W
3479
WealthCollab
Washington
$165K – – –
STB
3480
S&T Bank
Pennsylvania
$165K +$41.8K +564 +36%
NECFA
3481
New England Capital Financial Advisors
Connecticut
$164K +$890 +12 +0.6%
GJIA
3482
Glass Jacobson Investment Advisors
Maryland
$162K +$74 +1 +0%
MCP
3483
Miller Capital Partners
Michigan
$162K +$156K +2,103 New
CFG
3484
Chapman Financial Group
Hawaii
$161K – – –
SR
3485
Syntax Research
Florida
$160K -$17.6K -237 -10%
GF
3486
GGM Financials
Ohio
$159K +$742 +10 +0.5%
NEWAS
3487
N.E.W. Advisory Services
Wisconsin
$159K – – –
SWIM
3488
Smallwood Wealth Investment Management
New Jersey
$159K -$8.53K -115 -5%
PS
3489
Pinney & Scofield
Massachusetts
$158K +$34.7K +467 +30%
MCA
3490
Maryland Capital Advisors
Maryland
$157K – – –
FA
3491
Financial Avengers
California
$154K – – –
PWM
3492
Peck Wealth Management
New York
$154K – – –
GPFA
3493
Game Plan Financial Advisors
Ohio
$153K +$2.97K +40 +2%
TCM
3494
Triumph Capital Management
Colorado
$152K +$147K +1,978 New
TCM
3495
TD Capital Management
Tennessee
$151K +$21.3K +287 +17%
APW
3496
Aventura Private Wealth
Florida
$148K +$10.6K +143 +8%
CTWM
3497
Cherry Tree Wealth Management
Minnesota
$144K +$29.2K +394 +27%
WAU
3498
Wellington-Altus USA
Manitoba, Canada
$142K +$137K +1,843 New
WW
3499
Winnow Wealth
Texas
$142K -$66.4K -895 -33%
FWA
3500
Flagship Wealth Advisors
Massachusetts
$140K – – –