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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2876
CBIZ Investment Advisory Services
Ohio
$110K – – –
GBT
2877
Grove Bank & Trust
Florida
$110K -$29.1K -621 -19%
AI
2878
AXS Investments
New York
$110K +$53.4K +1,139 +79%
MWM
2879
Mosley Wealth Management
California
$105K -$526K -11,211 -82%
1CP
2880
1015 Capital Partners
Pennsylvania
$104K – – –
TFM
2881
TFC Financial Management
Massachusetts
$102K +$38.2K +814 +51%
EWM
2882
Evolution Wealth Management
Florida
$100K +$21.3K +455 +24%
JWM
2883
JPL Wealth Management
Colorado
$97K +$5.72K +122 +6%
SWAG
2884
Spectrum Wealth Advisory Group
California
$96.9K +$107K +2,289 New
RTC
2885
Riverview Trust Company
Washington
$96.8K – – –
MLA
2886
MB, Levis & Associates
Pennsylvania
$96.6K +$1.03K +22 +1%
TTIC
2887
Tower Trust & Investment Company
Iowa
$96.1K – – –
W
2888
WealthCollab
Washington
$95.5K +$4.69K +100 +5%
HIA
2889
Highland Investment Advisors
Florida
$95.3K +$106K +2,252 New
PG
2890
Proffitt & Goodson
Tennessee
$93.7K – – –
RFA
2891
Reyes Financial Architecture
California
$93.5K -$54.7K -1,165 -35%
AWM
2892
Abound Wealth Management
Tennessee
$93K -$36K -768 -26%
PWM
2893
Peterson Wealth Management
Nevada
$92.8K +$50.9K +1,085 +98%
MAM
2894
Marquette Asset Management
Minnesota
$92.6K -$7.88K -168 -7%
HC
2895
Hurley Capital
New York
$91.5K -$94 -2 -0.1%
WIM
2896
Westside Investment Management
California
$90.9K +$4.69K +100 +5%
HAP
2897
Harbor Asset Planning
Massachusetts
$90.5K – – –
AT
2898
Avalon Trust
New Mexico
$87.2K -$28.6K -610 -23%
T
2899
TrustBank
Illinois
$87.1K -$71.8K -1,531 -43%
KB
2900
Kimelman & Baird
New York
$86.5K – – –
114 115
116
117 118