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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
4526
CBIZ Investment Advisory Services
Ohio
$772K +$84.8K +674 +16%
CWM
4527
CarsonAllaria Wealth Management
Illinois
$771K +$15.7K +125 +3%
CWA
4528
CJM Wealth Advisers
Virginia
$771K +$43.4K +345 +8%
SCA
4529
Southern Capital Advisors
Tennessee
$771K +$1.51K +12 +0.2%
HIW
4530
Holos Integrated Wealth
Pennsylvania
$771K -$86.8K -690 -14%
RWM
4531
Refined Wealth Management
Utah
$769K -$8.18K -65 -1%
LWM
4532
Latko Wealth Management
Illinois
$769K +$613K +4,868 New
RA
4533
Ruggaard & Associates
Ohio
$768K +$141K +1,118 +30%
POIA
4534
Pin Oak Investment Advisors
Texas
$768K -$202K -1,607 -18%
FG
4535
Fairman Group
Pennsylvania
$765K +$39.9K +317 +7%
CCWM
4536
Correct Capital Wealth Management
Missouri
$764K -$4.66K -37 -0.8%
GK
4537
Graney & King
New York
$761K +$34.4K +273 +6%
AIM
4538
Aspen Investment Management
Michigan
$761K -$357K -2,838 -37%
MA
4539
McGrath & Associates
North Carolina
$760K -$86K -683 -12%
TFA
4540
TPG Financial Advisors
Oregon
$759K -$1.76K -14 -0.3%
ACM
4541
Absolute Capital Management
Pennsylvania
$756K +$29.3K +233 +5%
FIC
4542
Family Investment Center
Missouri
$755K +$601K +4,776 New
KFS
4543
Kelly Financial Services
Massachusetts
$754K +$4.91K +39 +0.8%
SAS
4544
SMI Advisory Services
Indiana
$754K – – –
CWA
4545
Cura Wealth Advisors
Illinois
$752K +$64.1K +509 +12%
LFA
4546
Level Financial Advisors
New York
$751K – – –
EFG
4547
Elios Financial Group
Ohio
$749K -$31.6K -251 -5%
MPAM
4548
Murphy Pohlad Asset Management
Minnesota
$745K -$159K -1,266 -21%
HAC
4549
Harbor Advisory Corp
New Hampshire
$744K – – –
GCA
4550
Greenwood Capital Associates
South Carolina
$743K – – –
180 181
182
183 184