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Name Holding Trade Value Shares
Change
Change in
Stake
HIW
3176
Holos Integrated Wealth
Pennsylvania
$70.1K -$9.43K -70 -13%
CCM
3177
Carderock Capital Management
Maryland
$69.3K +$70.7K +525 New
EA
3178
Evolution Advisers
Virginia
$69K – – –
GJIA
3179
Glass Jacobson Investment Advisors
Maryland
$68.7K -$243K -1,807 -78%
NSG
3180
Nalls Sherbakoff Group
Tennessee
$68.7K +$24.9K +185 +55%
RWS
3181
Retirement Wealth Solutions
Wisconsin
$67.4K +$404 +3 +0.6%
GPFA
3182
Game Plan Financial Advisors
Ohio
$67.3K – – –
CFP
3183
Comprehensive Financial Planning
Pennsylvania
$66.2K +$539 +4 +0.8%
CCM
3184
Copeland Capital Management
Pennsylvania
$66K – – –
KPP
3185
Kings Path Partners
Texas
$66K – – –
AW
3186
Avion Wealth
Texas
$66K -$11.7K -87 -15%
PP
3187
PrairieView Partners
Minnesota
$66K – – –
KFGG
3188
Keystone Financial Group (Georgia)
Georgia
$64.9K – – –
TLCM
3189
Twin Lakes Capital Management
California
$64.6K – – –
CWA
3190
Carolina Wealth Advisors
South Carolina
$64.3K – – –
KFP
3191
Keener Financial Planning
Texas
$64K – – –
FIM
3192
FWL Investment Management
Texas
$63.1K – – –
QWM
3193
Quaker Wealth Management
New Jersey
$62.9K +$64.3K +477 New
SVWA
3194
Sarver Vrooman Wealth Advisors
Missouri
$62.5K -$12.5K -93 -16%
TIM
3195
Total Investment Management
Arizona
$62.1K +$63.3K +470 New
CW
3196
Curio Wealth
Maryland
$61.1K +$62.2K +462 +46,200%
RPA
3197
Redwood Park Advisors
California
$60.1K -$3.37K -25 -5%
MWM
3198
MorganRosel Wealth Management
Colorado
$59.8K +$11.7K +87 +24%
PWA
3199
Provenance Wealth Advisors
Florida
$58.8K -$186K -1,383 -76%
OAJ
3200
Ogorek Anthony Joseph
New York
$57K -$48.1K -357 -45%