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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1701
Strategic Wealth Partners
Ohio
$68.9K +$5.3K +33 +8%
CFS
1702
Compass Financial Services
Iowa
$68.4K – – –
HI
1703
Hoey Investments
Pennsylvania
$67.6K -$1.61K -10 -2%
PWMG
1704
Private Wealth Management Group
New Jersey
$65.5K -$17.8K -111 -21%
M
1705
Mirova
France
$65.5K – – –
WPWM
1706
Western Pacific Wealth Management
Illinois
$64.4K – – –
GA
1707
GoalVest Advisory
New York
$63.9K – – –
HHCP
1708
Hilton Head Capital Partners
South Carolina
$63.7K +$63.6K +396 New
YAL
1709
Your Advocates Ltd
Texas
$62K -$2.41K -15 -4%
W
1710
WealthCollab
Washington
$61.2K +$12.8K +80 +27%
HIW
1711
Holos Integrated Wealth
Pennsylvania
$61.2K -$62.8K -391 -50%
CYG
1712
Clean Yield Group
Vermont
$58.6K – – –
T
1713
TOBAM
France
$53K -$33.7K -210 -47%
RIAS
1714
Rachor Investment Advisory Services
Michigan
$53K +$52.8K +329 New
KFI
1715
Key Financial Inc
Pennsylvania
$51.8K -$3.85K -24 -7%
MB
1716
MidFirst Bank
Oklahoma
$51.2K +$587K +3,658 New
DI
1717
DAGCO Inc
Ohio
$51K – – –
VR
1718
Vision Retirement
New Jersey
$48.3K +$48.2K +300 New
CWP
1719
Concord Wealth Partners
Virginia
$48.3K -$66K -411 -58%
FIM
1720
FWL Investment Management
Texas
$48.3K – – –
SC
1721
Swan Capital
Florida
$48.3K – – –
CIA
1722
Cape Investment Advisory
Georgia
$47.8K +$7.39K +46 +18%
GWS
1723
Greykasell Wealth Strategies
California
$47.6K – – –
AWM
1724
Activest Wealth Management
Florida
$46.9K -$67.8K -422 -59%
RF
1725
Rossby Financial
Florida
$46K +$11.7K +73 +34%
67 68
69
70 71