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Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1726
Key Financial Inc
Pennsylvania
$13K -$75.3K -1,034 -85%
PGAM
1727
Princeton Global Asset Management
New Jersey
$13K – – –
AFG
1728
Albion Financial Group
Utah
$13K +$2.48K +34 +23%
GWA
1729
Gibson Wealth Advisors
Texas
$13K +$12.8K +175 New
MAM
1730
McCarthy Asset Management
California
$12K – – –
MGIM
1731
M&G Investment Management
United Kingdom
$11.4K -$34.8M -477,900 -75%
CT
1732
Clearstead Trust
Maine
$11K – – –
EWM
1733
Elmwood Wealth Management
California
$11K +$11.2K +154 New
CA
1734
Centerpoint Advisors
Massachusetts
$10K – – –
TFP
1735
Tilia Fiduciary Partners
North Carolina
$10K +$9.91K +136 New
HS
1736
Horan Securities
United States
$10K +$9.98K +137 New
ARIS
1737
Advanced Research Investment Solutions
California
$10K +$10.9K +150 New
FP
1738
Financial Perspectives
Minnesota
$9.31K – – –
BC
1739
Burleson & Co
California
$9K – – –
HFM
1740
Hartford Financial Management
Connecticut
$9K – – –
MIM
1741
Macroview Investment Management
Maryland
$9K – – –
CFFP
1742
Center for Financial Planning
Michigan
$9K +$729 +10 +9%
HWM
1743
HighMark Wealth Management
Minnesota
$9K +$2.11K +29 +31%
FEG
1744
Financial Enhancement Group
Indiana
$9K +$8.82K +121 New
LFG
1745
Leverty Financial Group
Wisconsin
$9K +$9.18K +126 New
RWM
1746
Raffa Wealth Management
District of Columbia
$8.37K -$7.58K -104 -47%
CMA
1747
Cedar Mountain Advisors
Oregon
$8K – – –
MTWM
1748
Masso Torrence Wealth Management
New Jersey
$8K +$8.23K +113 New
HC
1749
Hoese & Co
Minnesota
$7K – – –
MSFP
1750
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
68 69
70
71 72