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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
3226
CBIZ Investment Advisory Services
Ohio
$211K +$27.2K +50 +15%
SFWC
3227
Strategic Family Wealth Counselors
New Jersey
$211K -$2.18K -4 -1%
GRA
3228
Golden Road Advisors
Florida
$210K -$2.72K -5 -1%
KWS
3229
Keystone Wealth Services
California
$210K – – –
ACM
3230
Argyle Capital Management
Pennsylvania
$210K – – –
SIA
3231
Schear Investment Advisers
Ohio
$209K – – –
HCM
3232
Hall Capital Management
Rhode Island
$209K +$208K +382 New
HNW
3233
High Note Wealth
Minnesota
$209K – – –
BHBT
3234
Burke & Herbert Bank & Trust
Virginia
$209K – – –
CAM
3235
Columbia Asset Management
Michigan
$208K -$20.1K -37 -9%
BBPWM
3236
Blue Bell Private Wealth Management
Pennsylvania
$208K – – –
BWA
3237
BlueSky Wealth Advisors
North Carolina
$208K – – –
HA
3238
HFG Advisors
Ohio
$208K – – –
MPW
3239
MGO Private Wealth
California
$208K +$206K +379 New
OWA
3240
ORBA Wealth Advisors
Illinois
$207K -$13.6K -25 -6%
NJBEST
3241
New Jersey Better Educational Savings Trust
New Jersey
$207K +$205K +377 New
STB
3242
S&T Bank
Pennsylvania
$206K +$3.81K +7 +2%
JWM
3243
Jessup Wealth Management
Ohio
$206K -$13.6K -25 -6%
ALC
3244
Alexander Labrunerie & Co
Missouri
$206K +$204K +375 New
WCM
3245
Warburton Capital Management
Oklahoma
$205K +$204K +374 New
MFA
3246
Morling Financial Advisors
California
$205K +$204K +374 New
LFGO
3247
Legacy Financial Group (Oklahoma)
Oklahoma
$205K +$203K +373 New
KFA
3248
Kelleher Financial Advisors
New York
$204K +$203K +373 New
WWM
3249
Wolff Wiese Magana
California
$203K +$5.44K +10 +3%
PWM
3250
PBMares Wealth Management
Virginia
$203K -$217K -398 -52%