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Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
3551
Dynamic Wealth Strategies
California
$85.4K -$57.1K -770 -41%
LGWM
3552
Litman Gregory Wealth Management
California
$83K +$79.9K +1,077 New
CIAS
3553
CBIZ Investment Advisory Services
Ohio
$82.8K +$28K +378 +54%
S
3554
Sachetta
Massachusetts
$81.7K -$368K -4,955 -82%
BDPWM
3555
Barnes Dennig Private Wealth Management
Ohio
$80.6K +$5.34K +72 +7%
JAM
3556
JCIC Asset Management
Ontario, Canada
$80.1K – – –
HAP
3557
Harbor Asset Planning
Massachusetts
$79.9K – – –
HWP
3558
Highline Wealth Partners
California
$79.8K +$11.2K +151 +17%
AI
3559
AXS Investments
New York
$78.8K -$6.38K -86 -8%
RWM
3560
Rialto Wealth Management
New York
$78.2K +$668 +9 +0.9%
RJA
3561
Ross\Johnson & Associates
Minnesota
$77.7K +$148 +2 +0.2%
ETS
3562
ESL Trust Services
New York
$77K -$816 -11 -1%
T
3563
Tidemark
California
$76.2K – – –
AWA
3564
Acumen Wealth Advisors
Tennessee
$76.2K +$73.4K +989 New
BCM
3565
Boreal Capital Management
Florida
$76K – – –
RF
3566
Robbins Farley
New Hampshire
$76K -$148 -2 -0.2%
RWM
3567
Raffa Wealth Management
District of Columbia
$75.7K +$8.46K +114 +13%
VWA
3568
VSM Wealth Advisory
Maryland
$74.4K +$148 +2 +0.2%
CWIG
3569
Chung Wu Investment Group
Texas
$71.7K – – –
P
3570
Palladiem
Pennsylvania
$71.1K +$68.1K +918 New
FA
3571
Fountainhead AM
New Jersey
$69.1K -$703K -9,478 -91%
MTC
3572
Matrix Trust Company
Colorado
$69K -$415K -5,594 -86%
MFT
3573
Moisand Fitzgerald Tamayo
Florida
$68.2K – – –
CWM
3574
Copia Wealth Management
Oregon
$67.4K – – –
NMG
3575
New Millennium Group
Utah
$66.8K +$297 +4 +0.5%
141 142
143
144 145