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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1801
CBIZ Investment Advisory Services
Ohio
$19.8K +$2K +28 +9%
TLA
1802
Tanglewood Legacy Advisors
Texas
$19.4K – – –
IHWM
1803
Iron Horse Wealth Management
Iowa
$18.7K – – –
NWM
1804
Nova Wealth Management
Florida
$18.4K +$21.8K +305 New
HNB
1805
Hilltop National Bank
Wyoming
$18.1K +$7.14K +100 +50%
POIA
1806
Pin Oak Investment Advisors
Texas
$18K – – –
CNBT
1807
Cornerstone National Bank & Trust
Illinois
$17.5K – – –
RWM
1808
Raffa Wealth Management
District of Columbia
$16.8K +$7.71K +108 +64%
PCWA
1809
Pacific Capital Wealth Advisors
California
$16.3K -$2.64K -37 -12%
DF
1810
Dunhill Financial
United Kingdom
$16.3K – – –
AF
1811
Atala Financial
California
$16.2K +$19.1K +268 New
CAL
1812
Capital Analysts LLC
Pennsylvania
$16K +$8.57K +120 +79%
FWM
1813
FSA Wealth Management
Massachusetts
$15.1K – – –
PPA
1814
Painted Porch Advisors
California
$15.1K +$1.43K +20 +9%
CAM
1815
Chesapeake Asset Management
New York
$15.1K +$16.8K +235 +1,567%
EAM
1816
Empirical Asset Management
Massachusetts
$14.8K +$833K +11,663 New
OIA
1817
Optimum Investment Advisors
Illinois
$14.8K – – –
CCMW
1818
Cypress Capital Management (Wyoming)
Wyoming
$14.2K – – –
S
1819
Sachetta
Massachusetts
$14.1K -$3.29K -46 -16%
FA
1820
Financial Avengers
California
$14.1K – – –
ADL
1821
Asset Dedication LLC
California
$13.8K -$200K -2,795 -92%
CWC
1822
Carolinas Wealth Consulting
North Carolina
$13.7K -$77.2K -1,081 -83%
CIA
1823
Cape Investment Advisory
Georgia
$13.6K +$2.29K +32 +17%
AG
1824
AmeriFlex Group
Nevada
$13.4K +$14.3K +200 New
CTWM
1825
Cherry Tree Wealth Management
Minnesota
$13.2K – – –
71 72
73
74 75