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Name Holding Trade Value Shares
Change
Change in
Stake
KIA
2251
Knollwood Investment Advisory
Maryland
$469K
SSA
2252
Sierra Summit Advisors
Nevada
$469K
CP
2253
Castleview Partners
Texas
$468K -$146K -1,116 -24%
FWP
2254
Forefront Wealth Partners
Texas
$468K +$459K +3,493 New
PFA
2255
Pathway Financial Advisors
Vermont
$467K
CS
2256
Capital Square
Tennessee
$467K +$49K +373 +12%
EWM
2257
Evermay Wealth Management
Virginia
$467K -$1.44K -11 -0.3%
VC
2258
Veracity Capital
Georgia
$467K -$9.32K -71 -2%
GH
2259
GAM Holding
Switzerland
$465K -$922K -7,020 -67%
VAF
2260
Values Added Financial
District of Columbia
$464K -$13.8K -105 -3%
AIM
2261
Alhambra Investment Management
Florida
$464K -$106K -808 -19%
HI
2262
Human Investing
Oregon
$464K -$3.68K -28 -0.8%
PIN
2263
Prudent Investors Network
California
$463K
SFS
2264
Strategic Financial Services
New York
$463K -$14.4K -110 -3%
KA
2265
KDT Advisors
New York
$463K -$51.5K -392 -10%
SCM
2266
Sage Capital Management
New Jersey
$462K +$656 +5 +0.1%
BTWM
2267
Baker Tilly Wealth Management
Wisconsin
$461K -$269K -2,049 -37%
PIMG
2268
Patriot Investment Management Group
Tennessee
$460K +$263 +2 +0.1%
RBWA
2269
RFG - Bristol Wealth Advisors
Massachusetts
$460K -$26.1K -199 -5%
1IA
2270
1620 Investment Advisors
Massachusetts
$460K -$2.23K -17 -0.5%
APW
2271
Acima Private Wealth
Virginia
$458K +$4.99K +38 +1%
KOC
2272
Koss-Olinger Consulting
Florida
$458K
AIP
2273
Almanack Investment Partners
Pennsylvania
$457K +$32.4K +247 +8%
IAG
2274
Investment Advisory Group
Massachusetts
$456K -$57.4K -437 -11%
CWP
2275
Core Wealth Partners
California
$456K +$919 +7 +0.2%