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Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
3451
Creative Capital Management Investments
California
$117K – – –
GFA
3452
Godfrey Financial Associates
New York
$116K +$104K +1,106 New
GJIA
3453
Glass Jacobson Investment Advisors
Maryland
$116K +$56.1K +598 +119%
RTC
3454
Riverview Trust Company
Washington
$114K -$107K -1,145 -51%
RF
3455
Robinswood Financial
Washington
$110K -$28.1K -299 -22%
CFP
3456
Comprehensive Financial Planning
Pennsylvania
$110K – – –
KA
3457
Kozak & Associates
Colorado
$110K -$87.5K -932 -48%
DWM
3458
Dogwood Wealth Management
Kansas
$110K -$12.3K -131 -11%
IWP
3459
IAG Wealth Partners
Wisconsin
$109K +$282 +3 +0.3%
SA
3460
Strategic Advocates
Utah
$109K +$1.41K +15 +1%
CA
3461
Centerpoint Advisors
Massachusetts
$109K -$657 -7 -0.7%
AWA
3462
American Wealth Advisors
Georgia
$107K – – –
CNBT
3463
Cornerstone National Bank & Trust
Illinois
$105K – – –
HFS
3464
Hughes Financial Services
Virginia
$105K +$563 +6 +0.6%
KAS
3465
Kemnay Advisory Services
New York
$104K +$92.9K +990 New
RS
3466
Rakuten Securities
Japan
$104K -$170K -1,806 -65%
OAJ
3467
Ogorek Anthony Joseph
New York
$103K -$4.88K -52 -5%
MSWM
3468
Mowery & Schoenfeld Wealth Management
Illinois
$102K +$23K +245 +34%
SVWA
3469
Sarver Vrooman Wealth Advisors
Missouri
$101K -$27.6K -294 -23%
HIW
3470
Holos Integrated Wealth
Pennsylvania
$101K +$13.4K +143 +18%
UIA
3471
Ulland Investment Advisors
Minnesota
$101K – – –
PWM
3472
Proathlete Wealth Management
Florida
$101K – – –
LAS
3473
Lloyd Advisory Services
Georgia
$101K +$89.7K +956 New
CIA
3474
Cape Investment Advisory
Georgia
$98.5K +$40.8K +435 +87%
CWM
3475
Cedar Wealth Management
California
$98.4K -$22.4K -239 -20%