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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2876
CBIZ Investment Advisory Services
Ohio
$79.6K – – –
FWA
2877
FSC Wealth Advisors
New York
$78.2K – – –
PWMG
2878
Private Wealth Management Group
New Jersey
$77.6K – – –
RBC
2879
Roble Belko & Company
Pennsylvania
$76K +$969 +9 +1%
DWS
2880
Dynamic Wealth Strategies
California
$75K +$2.04K +19 +3%
CH
2881
Canton Hathaway
Rhode Island
$74K – – –
CTB
2882
Country Trust Bank
Illinois
$73.1K -$1.29K -12 -2%
ATC
2883
Advantage Trust Company
Kansas
$72.5K – – –
TCCM
2884
Timber Creek Capital Management
Massachusetts
$70.8K – – –
AWM
2885
Abound Wealth Management
Tennessee
$68.8K -$2.8K -26 -4%
KHC
2886
Koesten Hirschmann & Crabtree
Kansas
$67.4K – – –
JSAM
2887
J. Safra Asset Management
New York
$66.9K +$14.4K +134 +25%
FG
2888
Fairman Group
Pennsylvania
$65.7K – – –
FRA
2889
Front Row Advisors
California
$64.6K – – –
LWA
2890
Lowe Wealth Advisors
Maryland
$64.1K – – –
VWWMG
2891
Vermillion & White Wealth Management Group
Pennsylvania
$63.9K – – –
TCPG
2892
Trivant Custom Portfolio Group
California
$61.1K – – –
OAJ
2893
Ogorek Anthony Joseph
New York
$61K +$6.35K +59 +11%
OA
2894
Operose Advisors
Wisconsin
$60.1K -$25.8K -240 -28%
BHWM
2895
Beaird Harris Wealth Management
Texas
$59.5K +$10.9K +101 +20%
PAG
2896
Paladin Advisory Group
Iowa
$58.7K -$29.7K -276 -32%
VAMG
2897
Voisard Asset Management Group
Michigan
$58.7K – – –
NI
2898
NCP Inc
California
$56.4K +$10.8K +100 +21%
WOSD
2899
WFA of San Diego
California
$56.4K +$61.1K +568 New
IHWM
2900
Iron Horse Wealth Management
Iowa
$55.3K +$35.8K +333 +149%
114 115
116
117 118