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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2176
Kaizen Financial Strategies
California
$348K +$17.6K +60 +5%
IC
2177
Inscription Capital
Texas
$348K +$358K +1,225 New
CWM
2178
Cornerstone Wealth Management
Missouri
$347K +$41K +140 +13%
KFGK
2179
Keystone Financial Group (Kentucky)
Kentucky
$346K – – –
FFBTD
2180
First Financial Bank - Trust Division
Ohio
$345K -$63.8K -218 -15%
ACM
2181
Aljian Capital Management
Nevada
$345K -$19K -65 -5%
LA
2182
LexAurum Advisors
Kansas
$345K +$67.9K +232 +24%
MWPCG
2183
Measured Wealth Private Client Group
New Hampshire
$344K +$9.95K +34 +3%
TIA
2184
Tiemann Investment Advisors
California
$344K +$4.39K +15 +1%
S
2185
Sunpointe
Missouri
$343K -$29.6K -101 -8%
GLLW
2186
Graves Light Lenhart Wealth
Virginia
$343K – – –
EWM
2187
Elite Wealth Management
Washington
$342K – – –
KFS
2188
Kurt F. Somerville
$342K – – –
IDA
2189
Intelligence Driven Advisers
California
$342K -$131K -447 -27%
JCM
2190
Jag Capital Management
Missouri
$341K – – –
AL
2191
ADE LLC
Maryland
$341K – – –
OFG
2192
Omega Financial Group
California
$341K – – –
NRS
2193
Neville Rodie & Shaw
New York
$341K – – –
WTA
2194
Washington Trust Advisors
Massachusetts
$341K +$2.63K +9 +0.8%
MW
2195
MBL Wealth
North Carolina
$341K +$351K +1,199 New
SBWIC
2196
Schaper Benz & Wise Investment Counsel
Wisconsin
$340K +$293 +1 +0.1%
SIM
2197
Sentry Investment Management
Wisconsin
$338K -$473K -1,616 -58%
GL
2198
Gerber LLC
Ohio
$338K – – –
SAM
2199
SignalPoint Asset Management
Missouri
$337K +$9.36K +32 +3%
FWM
2200
FFT Wealth Management
Pennsylvania
$337K +$48.3K +165 +16%