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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
2226
CBIZ Investment Advisory Services
Ohio
$27.4K +$29.7K +292 New
BC
2227
Belmont Capital
California
$25.8K +$13.4K +132 +93%
MWM
2228
Mascoma Wealth Management
New Hampshire
$25.6K
AFS
2229
Annapolis Financial Services
Maryland
$25.4K +$22.4K +220 +440%
FUBT
2230
First United Bank & Trust
Maryland
$25.1K -$19.7K -194 -42%
AWM
2231
Atticus Wealth Management
Florida
$24.5K
IHWM
2232
Iron Horse Wealth Management
Iowa
$24.1K
MSFP
2233
Mark Sheptoff Financial Planning
Connecticut
$23.9K
PGAM
2234
Princeton Global Asset Management
New Jersey
$23.6K -$2.34K -23 -8%
SWM
2235
Sugarloaf Wealth Management
Georgia
$22.9K
CHA
2236
Carmichael Hill & Associates
Maryland
$22.8K
LF
2237
LifeSteps Financial
California
$22.7K +$24.6K +242 New
OA
2238
Operose Advisors
Wisconsin
$22.5K
VWA
2239
Valued Wealth Advisors
Utah
$22.4K +$7.22K +71 +43%
BLC
2240
Brown, Lisle/Cummings
Rhode Island
$22.4K
EAM
2241
Eukles Asset Management
Ohio
$21K
CTC
2242
Cetera Trust Company
Minnesota
$20.7K
FFL
2243
Financial Freedom LLC
Ohio
$20K +$102 +1 +0.5%
SRCM
2244
Signature Resources Capital Management
California
$19.1K
APW
2245
Acima Private Wealth
Virginia
$18.8K
PWMA
2246
Pension & Wealth Management Advisors
Massachusetts
$18.8K
SC
2247
Steph & Co
Wisconsin
$17.9K +$19.3K +190 New
LFA
2248
Legend Financial Advisors
Pennsylvania
$17.8K +$6.71K +66 +54%
VAMG
2249
Voisard Asset Management Group
Michigan
$17.7K -$33.5K -329 -64%
TCM
2250
TruNorth Capital Management
Michigan
$17.4K +$18.8K +185 New