Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
2451
CBIZ Investment Advisory Services
Ohio
$80.5K +$58.5K +2,598 +277%
RWM
2452
Rialto Wealth Management
New York
$78.4K +$77.5K +3,443 New
VWM
2453
Vermillion Wealth Management
Minnesota
$77.5K +$76.6K +3,404 New
FFA
2454
Frazier Financial Advisors
Ohio
$76K -$2.61K -116 -3%
BFPW
2455
BOK Financial Private Wealth
Colorado
$75.8K -$29.9K -1,329 -29%
IA
2456
IFS Advisors
Kansas
$75.8K +$55.5K +2,468 +287%
AWM
2457
Ameliora Wealth Management
Switzerland
$75.3K – – –
KBFS
2458
Kohmann Bosshard Financial Services
Ohio
$74.5K +$73.7K +3,273 New
VAG
2459
VisionPoint Advisory Group
Texas
$74.3K -$33.1K -1,471 -31%
OWP
2460
ORG Wealth Partners
Texas
$74K – – –
MTIC
2461
Missouri Trust & Investment Company
Missouri
$72.9K +$2.25K +100 +3%
CJ
2462
Caitlin John
Michigan
$72.6K -$2.25K -100 -3%
SO
2463
Sierra Ocean
California
$71.5K +$70.7K +3,142 New
WA
2464
Whipplewood Advisors
Colorado
$70.8K +$70K +3,109 New
BOJHT
2465
Bank of Jackson Hole Trust
Wyoming
$70.1K +$69.3K +3,079 New
GTAM
2466
Global Trust Asset Management
Florida
$69.3K -$19.2K -855 -22%
PA
2467
PSI Advisors
Florida
$68.3K -$57.9K -2,574 -46%
RMP
2468
Richards, Merrill & Peterson
Washington
$68.3K +$67.5K +3,000 New
BTD
2469
BankPlus Trust Department
Mississippi
$67.8K +$67K +2,979 New
PH
2470
Pinnacle Holdings
Oklahoma
$67.7K -$1.57K -70 -2%
KG
2471
Kieckhefer Group
Wisconsin
$66.7K +$65.9K +2,930 New
PPA
2472
Painted Porch Advisors
California
$66.2K +$38.2K +1,697 +140%
PIS
2473
POM Investment Strategies
North Carolina
$65K – – –
WWM
2474
Wolff Wiese Magana
California
$64.8K -$13.9K -619 -18%
AIP
2475
Arrowpoint Investment Partners
Singapore
$63.8K +$63K +2,800 New