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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
3276
CGC Financial Services
Oregon
$107K – – –
CAM
3277
Clarity Asset Management
Iowa
$103K +$785 +3 +0.8%
CVM
3278
Cheviot Value Management
California
$103K – – –
TFG
3279
Team Financial Group
California
$102K +$3.67K +14 +4%
CMA
3280
Cedar Mountain Advisors
Oregon
$102K +$7.33K +28 +8%
HC
3281
Hoese & Co
Minnesota
$101K – – –
AW
3282
Avion Wealth
Texas
$100K +$1.31K +5 +1%
NOI
3283
Newton One Investments
Delaware
$99.8K +$785 +3 +0.9%
PAG
3284
Paladin Advisory Group
Iowa
$98.2K – – –
GJIA
3285
Glass Jacobson Investment Advisors
Maryland
$97.9K – – –
GA
3286
GoalVest Advisory
New York
$96.8K – – –
CWA
3287
Carolina Wealth Advisors
South Carolina
$96.8K +$51K +195 +132%
PG
3288
Proffitt & Goodson
Tennessee
$91.4K – – –
CCM
3289
Cloud Capital Management
Washington
$91K +$85.3K +326 New
TC
3290
Trust Company
Kansas
$90K -$48.4K -185 -37%
BCPWM
3291
Bradley & Co Private Wealth Management
Florida
$90K +$3.67K +14 +5%
PCFFS
3292
Pacific Center for Financial Services
California
$88K – – –
T
3293
Tidemark
California
$87.7K +$10.5K +40 +15%
HFS
3294
Hughes Financial Services
Virginia
$87.5K +$785 +3 +1%
EWM
3295
Evolution Wealth Management
Florida
$85.5K +$785 +3 +1%
W
3296
WealthCollab
Washington
$84.6K – – –
FGAM
3297
Financial Gravity Asset Management
Texas
$84.6K +$78.5K +300 New
BTC
3298
Bank & Trust Company
Illinois
$83.5K – – –
BDPWM
3299
Barnes Dennig Private Wealth Management
Ohio
$83K – – –
MBFW
3300
Morton Brown Family Wealth
Pennsylvania
$82.4K – – –