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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3251
Clarity Asset Management
Iowa
$107K +$515 +2 +0.6%
CIAS
3252
CBIZ Investment Advisory Services
Ohio
$105K +$11.3K +44 +14%
HC
3253
Hoese & Co
Minnesota
$105K – – –
NOI
3254
Newton One Investments
Delaware
$104K +$515 +2 +0.6%
AW
3255
Avion Wealth
Texas
$103K +$8.76K +34 +11%
PAG
3256
Paladin Advisory Group
Iowa
$103K – – –
GJIA
3257
Glass Jacobson Investment Advisors
Maryland
$102K -$65.7K -255 -42%
TFG
3258
Team Financial Group
California
$102K +$89.1K +346 New
WTFG
3259
Wood Tarver Financial Group
Idaho
$102K – – –
GA
3260
GoalVest Advisory
New York
$101K +$23.2K +90 +36%
CMA
3261
Cedar Mountain Advisors
Oregon
$98K -$25.8K -100 -23%
PG
3262
Proffitt & Goodson
Tennessee
$95.5K -$89.9K -349 -52%
PCFFS
3263
Pacific Center for Financial Services
California
$92K – – –
WA
3264
Whipplewood Advisors
Colorado
$92K +$31.7K +123 +65%
BCPWM
3265
Bradley & Co Private Wealth Management
Florida
$89.9K – – –
JFA
3266
JNBA Financial Advisors
Minnesota
$89.9K – – –
BFP
3267
Briaud Financial Planning
Texas
$89K – – –
W
3268
WealthCollab
Washington
$88.4K – – –
EWM
3269
Evolution Wealth Management
Florida
$88.4K +$77.3K +300 New
BTC
3270
Bank & Trust Company
Illinois
$87.3K – – –
BDPWM
3271
Barnes Dennig Private Wealth Management
Ohio
$86.7K – – –
MBFW
3272
Morton Brown Family Wealth
Pennsylvania
$86.1K -$3.61K -14 -5%
SSG
3273
Summit Securities Group
New York
$85.2K +$74.5K +289 New
PSFG
3274
Park Square Financial Group
Georgia
$84.9K +$18.3K +71 +33%
MSWM
3275
Mowery & Schoenfeld Wealth Management
Illinois
$84.4K -$56.4K -219 -43%
129 130
131
132 133