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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
2526
CFS Investment Advisory Services
New Jersey
$338K +$39.4K +98 +14%
MPW
2527
MGO Private Wealth
California
$336K +$38.6K +96 +14%
AAS
2528
Annex Advisory Services
Wisconsin
$336K +$3.21K +8 +1%
VAM
2529
Verity Asset Management
North Carolina
$336K – – –
DWMS
2530
Dominguez Wealth Management Solutions
Virginia
$335K +$22.1K +55 +8%
EBA
2531
Eagle Bay Advisors
New York
$335K -$109K -271 -26%
HP
2532
Hyperion Partners
Pennsylvania
$335K -$71.1K -177 -18%
MSFP
2533
Mark Sheptoff Financial Planning
Connecticut
$335K – – –
APW
2534
Acima Private Wealth
Virginia
$334K – – –
HG
2535
Harbor Group
New Hampshire
$333K – – –
I
2536
INVST
Indiana
$333K -$89.6K -223 -24%
VRM
2537
Vectors Research Management
New York
$332K +$18.9K +47 +6%
MWP
2538
Meridian Wealth Partners
Pennsylvania
$332K +$3.62K +9 +1%
FMI
2539
F/M Investments
District of Columbia
$332K -$26.1K -65 -8%
CFO
2540
Callan Family Office
Pennsylvania
$331K +$24.5K +61 +9%
OAM
2541
Oberweis Asset Management
Illinois
$331K -$20.1K -50 -6%
EC
2542
EdgeRock Capital
Colorado
$330K +$41.4K +103 +17%
BWM
2543
BlackDiamond Wealth Management
New York
$330K +$32.9K +82 +13%
CT
2544
Colonial Trust
South Carolina
$329K -$7.63K -19 -2%
BMC
2545
Benin Management Corp
Connecticut
$329K +$4.42K +11 +1%
GIP
2546
Greatmark Investment Partners
Georgia
$328K +$5.22K +13 +2%
AFG
2547
ABLE Financial Group
Arizona
$328K +$96.4K +240 +45%
ML
2548
McAdam LLC
Pennsylvania
$328K +$17.7K +44 +6%
FA
2549
Fortis Advisors
Pennsylvania
$327K – – –
DFCM
2550
Dark Forest Capital Management
Puerto Rico
$326K -$163K -406 -35%