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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
2676
Cassady Schiller Wealth Management
Ohio
$41.6K – – –
NBT
2677
Northwest Bank & Trust
Iowa
$40.9K +$40.7K +1,100 New
MFA
2678
McClarren Financial Advisors
Pennsylvania
$40K +$666 +18 +2%
GTAM
2679
Global Trust Asset Management
Florida
$39.7K – – –
RWM
2680
Raffa Wealth Management
District of Columbia
$39.4K +$74 +2 +0.2%
AFS
2681
Annapolis Financial Services
Maryland
$38.9K – – –
BSC
2682
Brown Shipley & Co
United Kingdom
$37.7K – – –
FCMT
2683
Founders Capital Management (Texas)
Texas
$36.4K +$11.1K +300 +44%
CWA
2684
Clearview Wealth Advisors
Oregon
$36.1K +$370 +10 +1%
FSWA
2685
Financial Synergies Wealth Advisors
Texas
$35.7K -$9.51K -257 -21%
MWA
2686
Miller Wealth Advisors
Colorado
$35.6K +$35.4K +956 New
IWP
2687
IAG Wealth Partners
Wisconsin
$34.9K -$28.2K -762 -45%
HFM
2688
Harvest Fund Management
China
$33K +$27.8K +751 +544%
FA
2689
Fiduciary Alliance
South Carolina
$32.7K +$32.6K +880 New
SIS
2690
Strategic Investment Solutions
Illinois
$32.7K -$48.6K -1,313 -59%
CTWM
2691
Cherry Tree Wealth Management
Minnesota
$32.5K +$32.4K +875 New
CFS
2692
CGC Financial Services
Oregon
$32.4K +$32.2K +870 New
WAM
2693
Westport Asset Management
Connecticut
$32.1K – – –
OAJ
2694
Ogorek Anthony Joseph
New York
$32K -$23.3K -629 -42%
KA
2695
Kozak & Associates
Colorado
$31.3K -$2.67K -72 -8%
LSA
2696
Lansing Street Advisors
Pennsylvania
$30.3K -$555 -15 -2%
WFA
2697
West Financial Advisors
Iowa
$29.6K +$1.59K +43 +6%
HC
2698
Hoese & Co
Minnesota
$28.4K – – –
FMP
2699
Financial Management Professionals
Texas
$27K -$206K -5,566 -88%
AW
2700
Avion Wealth
Texas
$27K +$18.8K +508 +208%
106 107
108
109 110