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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
3051
CBIZ Investment Advisory Services
Ohio
$16.9K +$7.41K +90 +90%
MFG
3052
Mendota Financial Group
Wisconsin
$16K -$1.65K -20 -10%
MWA
3053
Miller Wealth Advisors
Colorado
$16K – – –
CWM
3054
Compass Wealth Management
Connecticut
$14.3K – – –
HFS
3055
Hopwood Financial Services
Virginia
$14.3K +$13.2K +160 New
FIM
3056
FWL Investment Management
Texas
$14.3K +$2.47K +30 +23%
BSB
3057
Bangor Savings Bank
Maine
$13.4K -$7.41K -90 -38%
MBFW
3058
Morton Brown Family Wealth
Pennsylvania
$13.4K – – –
AWM
3059
Accredited Wealth Management
Kentucky
$13.4K +$12.3K +150 New
CPL
3060
Capital & Planning LLC
Georgia
$13.4K +$12.3K +150 New
MRP
3061
Measured Risk Portfolios
California
$13.4K +$12.3K +150 New
CJL
3062
Cyrus J. Lawrence
New York
$13K +$12.3K +150 New
CTC
3063
Cetera Trust Company
Minnesota
$12.5K – – –
JFG
3064
JDM Financial Group
Texas
$12.5K – – –
CAWM
3065
Capital A Wealth Management
Pennsylvania
$12.5K +$11.5K +140 New
HHGA
3066
Halbert Hargrove Global Advisors
California
$11.6K +$10.7K +130 New
CWM
3067
CarsonAllaria Wealth Management
Illinois
$10.7K – – –
YAL
3068
Your Advocates Ltd
Texas
$10.7K – – –
HIW
3069
Holos Integrated Wealth
Pennsylvania
$10.7K +$9.88K +120 New
PFSC
3070
Peoples Financial Services Corp
Pennsylvania
$10.7K – – –
ETS
3071
ESL Trust Services
New York
$9.8K – – –
TCM
3072
TruNorth Capital Management
Michigan
$9.8K – – –
PS
3073
PayPay Securities
Japan
$9.8K +$1.65K +20 +22%
BOJHT
3074
Bank of Jackson Hole Trust
Wyoming
$9.8K +$9.05K +110 New
MSWA
3075
Marshall & Sterling Wealth Advisors
New York
$9.8K +$9.05K +110 New
121 122
123
124 125