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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
276
CBIZ Investment Advisory Services
Ohio
$12.2K
CAM
277
Costello Asset Management
Pennsylvania
$12.2K
TCA
278
Trifecta Capital Advisors
Illinois
$12.2K +$14.5K +500 New
SIC
279
SJS Investment Consulting
Ohio
$11.9K -$1.56K -54 -10%
National Bank of Canada
280
National Bank of Canada
Quebec, Canada
$11.6K -$956 -33 -6%
WAS
281
Winch Advisory Services
Wisconsin
$11.2K
IWS
282
Intentional Wealth Strategies
Colorado
$11.1K +$13.3K +458 New
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$10.6K +$724 +25 +6%
W
284
WealthCollab
Washington
$10.5K -$14.1K -485 -53%
PB
285
Pinnacle Bancorp
Nebraska
$10.1K +$2.69K +93 +29%
VWM
286
Vermillion Wealth Management
Minnesota
$10.1K
MIM
287
MTM Investment Management
South Carolina
$9.87K
HWA
288
HHM Wealth Advisors
Tennessee
$9.72K
MA
289
Montag & Associates
Georgia
$9.58K +$1.71K +59 +18%
SWM
290
Spire Wealth Management
Virginia
$9.38K -$145 -5 -1%
GWM
291
Geneos Wealth Management
Colorado
$9.07K
PWAM
292
Private Wealth Asset Management
Iowa
$8.31K
IAAG
293
Innovative Asset Advisors Group
Connecticut
$7.78K +$9.27K +320 New
CFO
294
CVA Family Office
Colorado
$7.71K
WA
295
Whipplewood Advisors
Colorado
$7.39K +$8.81K +304 New
GEA
296
Glen Eagle Advisors
New Jersey
$7.29K
UB
297
UMB Bank
Missouri
$6.68K -$2.64K -91 -25%
BIA
298
Bell Investment Advisors
California
$6.44K -$5.45K -188 -42%
TPCW
299
TD Private Client Wealth
New York
$6.25K +$4.46K +154 +150%
BWAM
300
Boyd Watterson Asset Management
Ohio
$6.08K