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Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
2801
Fourth Dimension Wealth
Ohio
$123K – – –
SPF
2802
South Plains Financial
Texas
$123K -$173 -4 -0.1%
CIAS
2803
CBIZ Investment Advisory Services
Ohio
$122K +$4.42K +102 +4%
Q1WB
2804
Quest 10 Wealth Builders
Virginia
$122K -$1.65K -38 -1%
RWM
2805
Rialto Wealth Management
New York
$121K +$606 +14 +0.5%
B
2806
Birchbrook
Maine
$120K -$4.03K -93 -3%
TFM
2807
TFC Financial Management
Massachusetts
$119K +$48.3K +1,116 +70%
WPA
2808
Wealth Preservation Advisors
Tennessee
$118K +$22.1K +511 +23%
CA
2809
Centerpoint Advisors
Massachusetts
$116K +$7.1K +164 +7%
LFASL
2810
Lugano Financial Advisors SA (LFA)
Switzerland
$115K +$7.36K +170 +7%
SP
2811
Saranac Partners
$114K +$112K +2,587 New
AI
2812
AXS Investments
New York
$113K +$111K +2,565 New
C
2813
Covestor
United Kingdom
$112K -$866 -20 -0.8%
SIS
2814
Strategic Investment Solutions
Illinois
$112K +$303 +7 +0.3%
GBT
2815
Grove Bank & Trust
Florida
$111K -$293K -6,773 -73%
SA
2816
SRH Advisors
Kansas
$111K – – –
WA
2817
Whipplewood Advisors
Colorado
$105K -$22.1K -511 -18%
RTC
2818
Riverview Trust Company
Washington
$104K – – –
SAM
2819
Sherman Asset Management
California
$102K – – –
SA
2820
Scarborough Advisors
Maryland
$101K -$12.5K -289 -11%
CWM
2821
Crowley Wealth Management
Delaware
$98.5K – – –
NSG
2822
Nalls Sherbakoff Group
Tennessee
$97K – – –
HC
2823
Hurley Capital
New York
$95.7K +$909 +21 +1%
WCM
2824
Winthrop Capital Management
Indiana
$95K – – –
HAP
2825
Harbor Asset Planning
Massachusetts
$93.9K – – –
111 112
113
114 115