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Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
1651
Keystone Wealth Services
California
$233K +$7.49K +69 +3%
EFG
1652
Ethos Financial Group
Pennsylvania
$233K +$246K +2,266 New
AI
1653
Accredited Investors
Minnesota
$232K +$1.09K +10 +0.4%
WA
1654
Waverly Advisors
Alabama
$232K -$72.4K -667 -23%
BFC
1655
Bedel Financial Consulting
Indiana
$232K +$13K +120 +6%
MAM
1656
MMA Asset Management
Pennsylvania
$231K -$10.9K -100 -4%
I
1657
INVST
Indiana
$231K -$86.8K -800 -26%
MSFS
1658
Main Street Financial Solutions
Pennsylvania
$231K +$3.04K +28 +1%
TVAMP
1659
Tennessee Valley Asset Management Partners
Tennessee
$231K +$16.8K +155 +7%
TCBWMS
1660
Texas Capital Bank Wealth Management Services
Texas
$230K -$1.09K -10 -0.4%
IFS
1661
Ifrah Financial Services
Arkansas
$228K +$8.79K +81 +4%
QFA
1662
Quantum Financial Advisors
California
$228K +$217 +2 +0.1%
CSWG
1663
Cardinal Strategic Wealth Guidance
Kentucky
$226K -$10.9K -100 -4%
SB
1664
Simmons Bank
Arkansas
$226K +$13.6K +125 +6%
HWA
1665
Heritage Wealth Advisors
Virginia
$225K – – –
FIB
1666
First Interstate Bank
Montana
$225K – – –
HNWAG
1667
High Net Worth Advisory Group
Florida
$224K +$32.8K +302 +16%
IWP
1668
Invenio Wealth Partners
Florida
$223K +$31.8K +293 +16%
WJA
1669
Willis Johnson & Associates
Texas
$223K -$27.1K -250 -10%
CHP
1670
Cable Hill Partners
Oregon
$223K -$141K -1,303 -38%
PHS
1671
Pekin Hardy Strauss
Illinois
$222K +$234K +2,155 New
SRC
1672
Sage Rhino Capital
California
$221K +$6.41K +59 +3%
W
1673
WealthOne
New York
$221K -$3.8K -35 -2%
RF
1674
Rollins Financial
Georgia
$220K +$232K +2,135 New
MWM
1675
MinichMacGregor Wealth Management
New York
$218K -$2.6K -24 -1%
65 66
67
68 69