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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
4451
Continuum Wealth Advisors
New York
$336K +$104K +140 +44%
XPN
4452
XY Planning Network
Montana
$335K
TIA
4453
Tiemann Investment Advisors
California
$334K
CIAS
4454
CBIZ Investment Advisory Services
Ohio
$334K +$39.4K +53 +13%
ECM
4455
Eisler Capital Management
United Kingdom
$334K -$19.9M -26,706 -98%
VWA
4456
Valued Wealth Advisors
Utah
$334K +$10.4K +14 +3%
CIC
4457
Cutler Investment Counsel
Oregon
$333K +$5.95K +8 +2%
SFP
4458
SwitchPoint Financial Planning
Utah
$332K +$29K +39 +9%
EWM
4459
Edge Wealth Management
New York
$332K
NWMP
4460
Noble Wealth Management PBC
Colorado
$332K +$336K +452 New
SSWM
4461
Sheets Smith Wealth Management
North Carolina
$331K -$2.23K -3 -0.7%
KNFPWM
4462
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$331K +$4.47K +6 +1%
IP
4463
Investment Partners
Ohio
$331K +$37.2K +50 +12%
LL
4464
LPWM LLC
Minnesota
$331K
AFIA
4465
America First Investment Advisors
Nebraska
$330K +$14.9K +20 +5%
MM
4466
MQS Management
New York
$330K +$335K +450 New
NCM
4467
Noesis Capital Mangement
Florida
$329K -$345K -463 -51%
1NWS
4468
1 North Wealth Services
Maryland
$328K -$9.68K -13 -3%
FDDB
4469
Fidelity D&D Bancorp
Pennsylvania
$328K
AWA
4470
ARQ Wealth Advisors
Arizona
$327K -$253K -340 -43%
CWM
4471
Certus Wealth Management
California
$327K
MFG
4472
Mainsail Financial Group
Washington
$327K +$78.2K +105 +31%
TA
4473
TrueWealth Advisors
Alabama
$325K -$79.6K -107 -19%
PFA
4474
Pinnacle Family Advisors
Missouri
$325K +$7.44K +10 +2%
IJWM
4475
Inman Jager Wealth Management
Mississippi
$323K +$33.5K +45 +11%