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Name Holding Trade Value Shares
Change
Change in
Stake
NIA
2826
NBZ Investment Advisors
Tennessee
$134K -$5.65K -48 -4%
AWM
2827
AllSquare Wealth Management
New York
$134K – – –
SAM
2828
Sherman Asset Management
California
$134K -$42.2K -358 -23%
HIIFS
2829
Harel Insurance Investments & Financial Services
Israel
$133K -$31.6K -268 -19%
PS
2830
Pinney & Scofield
Massachusetts
$133K – – –
FDW
2831
Fourth Dimension Wealth
Ohio
$132K -$4.12K -35 -3%
CIAS
2832
CBIZ Investment Advisory Services
Ohio
$131K -$15.9K -135 -11%
AWM
2833
Accredited Wealth Management
Kentucky
$130K -$111K -939 -79%
WBC
2834
West Branch Capital
Massachusetts
$129K +$7.54K +64 +6%
TWD
2835
True Wealth Design
Ohio
$128K +$1.53K +13 +1%
GFWA
2836
Grey Fox Wealth Advisors
Delaware
$126K +$130K +1,105 New
HFS
2837
Hopwood Financial Services
Virginia
$125K +$1.18K +10 +0.9%
BAM
2838
Bellevue Asset Management
Washington
$125K -$13.7K -116 -10%
MHR
2839
Matthew Hamilton Rosenberg
$124K -$1.18K -10 -0.9%
WWA
2840
Wealth Watch Advisors
Colorado
$123K +$127K +1,078 New
IWM
2841
Inlight Wealth Management
Georgia
$123K +$118 +1 +0.1%
MHIP
2842
Mountain Hill Investment Partners
New Jersey
$119K +$11.9K +101 +11%
GG
2843
Gleason Group
Kentucky
$118K -$3.42K -29 -3%
DFA
2844
DHJJ Financial Advisors
Illinois
$117K -$236 -2 -0.2%
AW
2845
Avion Wealth
Texas
$117K +$824 +7 +0.7%
IWP
2846
IAG Wealth Partners
Wisconsin
$117K -$10K -85 -8%
T
2847
Tidemark
California
$116K -$942 -8 -0.8%
PP
2848
PFS Partners
New Jersey
$115K +$4.83K +41 +4%
PWM
2849
Peck Wealth Management
New York
$115K +$118K +1,000 New
CAM
2850
Chesapeake Asset Management
New York
$113K +$118 +1 +0.1%