Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
2576
Boyd Watterson Asset Management
Ohio
$100K – – –
EWM
2577
Evermay Wealth Management
Virginia
$99.7K – – –
HRC
2578
Hoertkorn Richard Charles
$99.4K – – –
SI
2579
Sava Infond
Slovenia
$99.4K – – –
GWSA
2580
Global Wealth Strategies & Associates
Colorado
$99.2K -$810 -32 -0.8%
AI
2581
AXS Investments
New York
$97.7K -$11.1K -440 -10%
CIAS
2582
CBIZ Investment Advisory Services
Ohio
$97K -$1.77K -70 -2%
EF
2583
Entrust Financial
Pennsylvania
$97K +$98.8K +3,904 New
OW
2584
Olistico Wealth
Oklahoma
$96.8K +$98.6K +3,896 New
VWA
2585
Valued Wealth Advisors
Utah
$96.3K -$19.2K -759 -16%
TFA
2586
Toth Financial Advisory
Virginia
$95.5K -$5.52K -218 -5%
MPW
2587
MASECO Private Wealth
$94.8K +$8.3K +328 +9%
ETS
2588
ESL Trust Services
New York
$93.1K -$30.8K -1,215 -24%
BCM
2589
Blume Capital Management
California
$92.8K – – –
T
2590
Tidemark
California
$92.7K +$101 +4 +0.1%
CMA
2591
Cedar Mountain Advisors
Oregon
$92.5K -$861 -34 -0.9%
PMFA
2592
Plante Moran Financial Advisors
Michigan
$91.5K +$6.33K +250 +7%
RBC
2593
Roble Belko & Company
Pennsylvania
$91K -$6.73K -266 -7%
Q1WB
2594
Quest 10 Wealth Builders
Virginia
$90.2K +$23.2K +916 +34%
IRAG
2595
Investment Research & Advisory Group
Georgia
$89.9K – – –
BGA
2596
Battery Global Advisors
Massachusetts
$89.2K – – –
CC
2597
Corsicana & Co
Texas
$88.9K – – –
CFS
2598
Compass Financial Services
Iowa
$88.6K +$608 +24 +0.7%
VWM
2599
Vermillion Wealth Management
Minnesota
$88K +$253 +10 +0.3%
STB
2600
S&T Bank
Pennsylvania
$86.9K -$26.3K -1,037 -23%