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Name Holding Trade Value Shares
Change
Change in
Stake
HC
3251
Hurley Capital
New York
$112K +$46.4K +180 +90%
CFS
3252
CGC Financial Services
Oregon
$111K – – –
POIA
3253
Pin Oak Investment Advisors
Texas
$108K -$62.1K -241 -36%
CWM
3254
Centricity Wealth Management
Ohio
$107K – – –
CAM
3255
Clarity Asset Management
Iowa
$107K +$515 +2 +0.6%
CIAS
3256
CBIZ Investment Advisory Services
Ohio
$105K +$11.3K +44 +14%
HC
3257
Hoese & Co
Minnesota
$105K – – –
NOI
3258
Newton One Investments
Delaware
$104K +$515 +2 +0.6%
AW
3259
Avion Wealth
Texas
$103K +$8.76K +34 +11%
PAG
3260
Paladin Advisory Group
Iowa
$103K – – –
GJIA
3261
Glass Jacobson Investment Advisors
Maryland
$102K -$65.7K -255 -42%
TFG
3262
Team Financial Group
California
$102K +$89.1K +346 New
WTFG
3263
Wood Tarver Financial Group
Idaho
$102K – – –
GA
3264
GoalVest Advisory
New York
$101K +$23.2K +90 +36%
CMA
3265
Cedar Mountain Advisors
Oregon
$98K -$25.8K -100 -23%
PG
3266
Proffitt & Goodson
Tennessee
$95.5K -$89.9K -349 -52%
PCFFS
3267
Pacific Center for Financial Services
California
$92K – – –
WA
3268
Whipplewood Advisors
Colorado
$92K +$31.7K +123 +65%
BCPWM
3269
Bradley & Co Private Wealth Management
Florida
$89.9K – – –
JFA
3270
JNBA Financial Advisors
Minnesota
$89.9K – – –
BFP
3271
Briaud Financial Planning
Texas
$89K – – –
W
3272
WealthCollab
Washington
$88.4K – – –
EWM
3273
Evolution Wealth Management
Florida
$88.4K +$77.3K +300 New
BTC
3274
Bank & Trust Company
Illinois
$87.3K – – –
BDPWM
3275
Barnes Dennig Private Wealth Management
Ohio
$86.7K – – –