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Name Holding Trade Value Shares
Change 		Change in
Stake
KP
4601
Kitching Partners
Pennsylvania
$236K +$218K +1,555 New
NA
4602
Nordwand Advisors
Pennsylvania
$236K – – –
AFO
4603
Allie Family Office
Florida
$235K -$44.9K -320 -17%
CFP
4604
Cypress Financial Planning
New Jersey
$233K -$780K -5,566 -78%
BAMG
4605
Brand Asset Management Group
Missouri
$233K +$215K +1,534 New
NWM
4606
Northcape Wealth Management
New York
$232K +$214K +1,529 New
HHWM
4607
Hiley Hunt Wealth Management
Nebraska
$231K +$213K +1,520 New
CG
4608
Cutler Group
California
$229K -$20.7K -148 -9%
CWA
4609
Cornerstone Wealth Advisors
Minnesota
$228K +$211K +1,503 New
ACM
4610
Argyle Capital Management
Pennsylvania
$228K +$210K +1,500 New
PP
4611
Paloma Partners
Connecticut
$225K -$708K -5,049 -77%
RDIA
4612
RE Dickinson Investment Advisors
Iowa
$225K -$34.3K -245 -14%
AMIM
4613
Aull & Monroe Investment Management
Alabama
$225K +$207K +1,480 New
KWM
4614
Kaydan Wealth Management
Michigan
$224K +$207K +1,475 New
IF
4615
Insight Folios
North Carolina
$222K +$205K +1,459 New
VFP
4616
Verus Financial Partners
Virginia
$221K -$33.1K -236 -15%
GCWM
4617
Graham Capital Wealth Management
District of Columbia
$220K +$203K +1,451 New
RPA
4618
Rock Point Advisors
Vermont
$220K +$203K +1,447 New
BIG
4619
Builder Investment Group
Georgia
$217K +$200K +1,429 New
HCM
4620
Hudson Capital Management
New Jersey
$216K -$22.4K -160 -10%
WFP
4621
Wrenne Financial Planning
Kentucky
$216K +$199K +1,420 New
CWA
4622
Continuum Wealth Advisors
New York
$215K +$199K +1,418 New
PCMC
4623
Paragon Capital Management (Colorado)
Colorado
$215K +$198K +1,413 New
GFG
4624
GR Financial Group
Arizona
$214K +$198K +1,409 New
RCI
4625
RS Crum Inc
California
$213K +$197K +1,405 New
183 184
185
186 187