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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1551
CBIZ Investment Advisory Services
Ohio
$8.99K – – –
TPBG
1552
Turning Point Benefit Group
Maryland
$8.78K +$7.97K +618 +1,212%
SWP
1553
SIMA Wealth Partners
Virginia
$8.65K -$3.34K -259 -28%
TWD
1554
True Wealth Design
Ohio
$8.44K -$464 -36 -5%
RDFA
1555
Ritter Daniher Financial Advisory
Ohio
$8.15K +$3.61K +280 +82%
IWM
1556
IMG Wealth Management
Florida
$8K +$5.04K +391 +179%
PWA
1557
Provenance Wealth Advisors
Florida
$7.91K – – –
BFS
1558
Beacon Financial Strategies
North Carolina
$7.89K +$7.75K +601 New
BC
1559
Broadwater Capital
Massachusetts
$7.87K – – –
BCM
1560
Blume Capital Management
California
$7.83K – – –
SVCP
1561
Silicon Valley Capital Partners
California
$7.81K +$90 +7 +1%
SIC
1562
SJS Investment Consulting
Ohio
$7.79K +$2.99K +232 +64%
NL
1563
Navalign LLC
California
$7.7K +$7.57K +587 New
SJIM
1564
St. Johns Investment Management
Florida
$7.41K – – –
AT
1565
Arlington Trust
Alabama
$6.95K -$6.06K -470 -47%
BIM
1566
Breakwater Investment Management
Washington
$6.74K – – –
WA
1567
Westfuller Advisors
New York
$6.74K – – –
GI
1568
GS Investments
Minnesota
$6.69K – – –
SRCM
1569
Signature Resources Capital Management
California
$6.59K -$21.4K -1,659 -77%
CB
1570
CNB Bank
Pennsylvania
$6.56K -$967 -75 -13%
PFSC
1571
Peoples Financial Services Corp
Pennsylvania
$6.56K – – –
PK
1572
Pflug Koory
Nebraska
$6.56K – – –
WB
1573
Webster Bank
Connecticut
$6.56K – – –
KA
1574
Kozak & Associates
Colorado
$6.38K +$64 +5 +1%
VWA
1575
Valued Wealth Advisors
Utah
$6.31K +$4.33K +336 +232%
61 62
63
64 65