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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1601
Kolinsky Wealth Management
New Jersey
$278K -$5.49K -55 -2%
RFG
1602
Range Financial Group
Oregon
$278K -$1.3K -13 -0.5%
DI
1603
Diligent Investors
California
$278K – – –
TAIM
1604
TD Ameritrade Investment Management
Nebraska
$278K +$11.3K +113 +4%
ERIM
1605
Eagle Ridge Investment Management
Connecticut
$277K – – –
JEST
1606
JTC Employer Solutions Trustee
Jersey
$277K – – –
AIM
1607
Achmea Investment Management
Netherlands
$276K – – –
SFWA
1608
Summit Financial Wealth Advisors
Louisiana
$276K – – –
PCA
1609
Peddock Capital Advisors
Massachusetts
$276K +$4.19K +42 +2%
AP
1610
Appleton Partners
Massachusetts
$276K +$4.59K +46 +2%
MCM
1611
Monument Capital Management
Virginia
$275K -$319K -3,199 -54%
CC
1612
Commons Capital
Massachusetts
$275K +$2.79K +28 +1%
PPG
1613
Peak Planning Group
Colorado
$274K +$898 +9 +0.3%
LWM
1614
Laidlaw Wealth Management
New York
$272K +$24.1K +242 +10%
NME
1615
Notis-McConarty Edward
$271K -$2.49K -25 -0.9%
VFPW
1616
Vantage Financial Partners (Wisconsin)
Wisconsin
$271K +$5.88K +59 +2%
RWM
1617
RBA Wealth Management
California
$270K +$100 +1 +0%
SC
1618
Schubert & Co
Texas
$270K +$60.8K +610 +30%
CSB
1619
City State Bank
Iowa
$269K -$8.78K -88 -3%
FAM
1620
Formidable Asset Management
Ohio
$268K -$5.69K -57 -3%
HGWM
1621
Horst & Graben Wealth Management
Oregon
$268K +$3.29K +33 +1%
OHWP
1622
Oak Harbor Wealth Partners
North Carolina
$268K +$7.48K +75 +3%
MAM
1623
Martingale Asset Management
Massachusetts
$268K +$19.1K +191 +8%
JAM
1624
Jupiter Asset Management
United Kingdom
$268K +$25.3K +254 +11%
SICM
1625
Sustainable Insight Capital Management
New York
$267K -$149K -1,495 -36%
63 64
65
66 67