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Name Holding Trade Value Shares
Change
Change in
Stake
KC
2301
Kenfarb & Co
Kentucky
$15K
MWC
2302
MBM Wealth Consultants
Missouri
$15K
TCWA
2303
Ten Capital Wealth Advisors
Washington
$15K
MTIC
2304
Missouri Trust & Investment Company
Missouri
$15K +$3.18K +66 +25%
AA
2305
AlphaMark Advisors
Kentucky
$14K -$2.41K -50 -14%
WAS
2306
Winch Advisory Services
Wisconsin
$14K +$48 +1 +0.3%
TFA
2307
Toth Financial Advisory
Virginia
$14K +$1.25K +26 +9%
SIC
2308
SJS Investment Consulting
Ohio
$14K +$3.81K +79 +35%
SC
2309
Schubert & Co
Texas
$14K +$7.46K +155 +112%
FA
2310
Fortis Advisors
Pennsylvania
$12K
LPP
2311
Life Planning Partners
Florida
$12K
ARIS
2312
Advanced Research Investment Solutions
California
$12K +$11.8K +246 New
UIA
2313
Ulland Investment Advisors
Minnesota
$12K +$12.3K +255 New
RIM
2314
Rockbridge Investment Management
New York
$11.2K -$2.02K -42 -15%
LB
2315
Legacy Bridge
Iowa
$11K -$16.9K -350 -60%
SC
2316
Steph & Co
Wisconsin
$11K
CAM
2317
ClariVest Asset Management
California
$10K
TVWM
2318
Tower View Wealth Management
Wisconsin
$10K
RFWA
2319
RPg Family Wealth Advisory
Massachusetts
$9.36K
PP
2320
PrairieView Partners
Minnesota
$9K -$52K -1,080 -85%
BAM
2321
Byrne Asset Management
New Jersey
$9K
MWA
2322
Moser Wealth Advisors
Washington
$9K
PCOC
2323
Power Corp of Canada
Canada
$9K +$9.59K +199 New
BHWM
2324
Beaird Harris Wealth Management
Texas
$8K -$18.4K -383 -70%
CWM
2325
CarsonAllaria Wealth Management
Illinois
$8K