Name Holding Trade Value Shares
Change
Change in
Stake
KWM
2751
Kaydan Wealth Management
Michigan
$257K +$2.63K +20 +1%
SCM
2752
SOL Capital Management
Maryland
$256K – – –
PBF
2753
Petix & Botte Financial
California
$255K -$401K -3,058 -62%
BCP
2754
Berkeley Capital Partners
Georgia
$255K -$919 -7 -0.4%
TRIA
2755
Trail Ridge Investment Advisors
Colorado
$255K +$250K +1,904 New
PSP
2756
Principal Street Partners
Tennessee
$255K -$390K -2,971 -61%
TFP
2757
Tilia Fiduciary Partners
North Carolina
$255K -$13.8K -105 -5%
FA
2758
FF Advisors
California
$254K -$525 -4 -0.2%
MKW
2759
Mullaney, Keating & Wright
Connecticut
$254K – – –
BIA
2760
Barry Investment Advisors
Massachusetts
$254K -$1.97K -15 -0.8%
RA
2761
Riverstone Advisors
Texas
$254K – – –
SPF
2762
South Plains Financial
Texas
$254K +$244K +1,858 +5,022%
BWMG
2763
Barnes Wealth Management Group
California
$253K +$4.07K +31 +2%
KFS
2764
Kelly Financial Services
Massachusetts
$253K +$13.3K +101 +6%
CCAM
2765
Cascades Capital Asset Management
North Carolina
$253K -$2.49K -19 -1%
RF
2766
Roxbury Financial
New Jersey
$253K +$394 +3 +0.2%
GW
2767
Griffith & Werner
Georgia
$252K +$263K +2,005 New
NFA
2768
Northern Financial Advisors
Michigan
$252K -$4.33K -33 -2%
PCP
2769
Proficio Capital Partners
Massachusetts
$252K -$970K -7,392 -80%
BC
2770
Barrett & Company
Rhode Island
$251K – – –
MFF
2771
Michels Family Financial
Texas
$251K -$9.19K -70 -4%
HPM
2772
Hoxton Planning & Management
West Virginia
$251K -$7.75K -59 -3%
KIA
2773
Kraematon Investment Advisors
Massachusetts
$251K +$131 +1 +0.1%
OE
2774
October Effect
Virginia
$251K – – –
GCA
2775
Greenwood Capital Associates
South Carolina
$250K +$245K +1,869 New