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Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
3551
True Wealth Design
Ohio
$93.2K +$4.3K +58 +5%
PWMG
3552
Private Wealth Management Group
New Jersey
$92.2K -$74.4K -1,003 -46%
CH
3553
CDKV Holdings
Colorado
$89.7K +$86.4K +1,164 New
TAM
3554
Tucker Asset Management
Colorado
$88.9K +$85.6K +1,154 New
OCM
3555
Orion Capital Management
California
$88.3K – – –
GTAM
3556
Global Trust Asset Management
Florida
$86.3K – – –
IWP
3557
IAG Wealth Partners
Wisconsin
$85.8K -$1.11K -15 -1%
DWS
3558
Dynamic Wealth Strategies
California
$85.4K -$57.1K -770 -41%
LGWM
3559
Litman Gregory Wealth Management
California
$83K +$79.9K +1,077 New
CIAS
3560
CBIZ Investment Advisory Services
Ohio
$82.8K +$28K +378 +54%
S
3561
Sachetta
Massachusetts
$81.7K -$368K -4,955 -82%
BDPWM
3562
Barnes Dennig Private Wealth Management
Ohio
$80.6K +$5.34K +72 +7%
JAM
3563
JCIC Asset Management
Ontario, Canada
$80.1K – – –
HAP
3564
Harbor Asset Planning
Massachusetts
$79.9K – – –
HWP
3565
Highline Wealth Partners
California
$79.8K +$11.2K +151 +17%
AI
3566
AXS Investments
New York
$78.8K -$6.38K -86 -8%
RWM
3567
Rialto Wealth Management
New York
$78.2K +$668 +9 +0.9%
RJA
3568
Ross\Johnson & Associates
Minnesota
$77.7K +$148 +2 +0.2%
ETS
3569
ESL Trust Services
New York
$77K -$816 -11 -1%
T
3570
Tidemark
California
$76.2K – – –
AWA
3571
Acumen Wealth Advisors
Tennessee
$76.2K +$73.4K +989 New
BCM
3572
Boreal Capital Management
Florida
$76K – – –
RF
3573
Robbins Farley
New Hampshire
$76K -$148 -2 -0.2%
RWM
3574
Raffa Wealth Management
District of Columbia
$75.7K +$8.46K +114 +13%
VWA
3575
VSM Wealth Advisory
Maryland
$74.4K +$148 +2 +0.2%
141 142
143
144 145