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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
2126
Lowe Wealth Advisors
Maryland
$14K – – –
SIM
2127
Studio Investment Management
Illinois
$14K – – –
AW
2128
Avion Wealth
Texas
$14K +$707 +6 +7%
NBT
2129
Northwest Bank & Trust
Iowa
$13.9K – – –
VWWMG
2130
Vermillion & White Wealth Management Group
Pennsylvania
$13.9K -$7.42K -63 -39%
QL
2131
Quarry LP
New York
$13.9K +$11.7K +99 New
GWMI
2132
Guardian Wealth Management (Illinois)
Illinois
$13.8K – – –
DMIC
2133
Dixon Mitchell Investment Counsel
British Columbia, Canada
$13.2K +$11.1K +94 New
VWA
2134
Valued Wealth Advisors
Utah
$12.6K +$5.18K +44 +96%
WOC
2135
West Oak Capital
California
$12K – – –
TCG
2136
Transcendent Capital Group
Oklahoma
$11.9K – – –
CPA
2137
Clear Point Advisors
New York
$11.6K +$236 +2 +2%
NCM
2138
Northwest Capital Management
Oregon
$11.4K – – –
HWP
2139
Highline Wealth Partners
California
$11.2K +$5.42K +46 +135%
NOI
2140
Newton One Investments
Delaware
$10.9K – – –
AIA
2141
Arcadia Investment Advisors
Idaho
$10.9K – – –
EWP
2142
Elevation Wealth Partners
California
$10.9K – – –
RF
2143
Robbins Farley
New Hampshire
$10.4K – – –
TWD
2144
True Wealth Design
Ohio
$10.4K – – –
PA
2145
Pineridge Advisors
Missouri
$9.87K -$10.5K -89 -56%
PCMC
2146
Planning Capital Management Corporation
Pennsylvania
$9.65K – – –
RTL
2147
Red Tortoise LLC
Georgia
$9.65K – – –
CIAS
2148
CBIZ Investment Advisory Services
Ohio
$8.83K +$7.42K +63 New
PAI
2149
Pittenger & Anderson Inc
Nebraska
$8.07K +$4.71K +40 +222%
CCC
2150
Chelsea Counsel Company
California
$7.02K +$5.89K +50 New