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Name Holding Trade Value Shares
Change
Change in
Stake
KHC
1301
Koesten Hirschmann & Crabtree
Kansas
$7.29K
MSWM
1302
Mowery & Schoenfeld Wealth Management
Illinois
$7.21K
ITIM
1303
Indiana Trust & Investment Management
Indiana
$7.19K
RWM
1304
Raffa Wealth Management
District of Columbia
$7.19K
FPF
1305
First Pacific Financial
Washington
$6.88K
KG
1306
Kilter Group
New York
$6.88K
KPP
1307
Kings Path Partners
Texas
$6.88K
ACA
1308
American Capital Advisory
Idaho
$6.56K
TWD
1309
True Wealth Design
Ohio
$6.25K
GLF
1310
Groupe la Francaise
France
$6.25K +$5.88K +20 New
HWA
1311
Heartwood Wealth Advisors
Virginia
$6.25K +$5.88K +20 New
RWS
1312
Retirement Wealth Solutions
Wisconsin
$6.16K +$5.88K +20 New
WWA
1313
Wealth Watch Advisors
Colorado
$5.94K +$5.59K +19 New
MAM
1314
Marquette Asset Management
Minnesota
$5.31K +$5K +17 New
RF
1315
Rossby Financial
Florida
$5.3K +$3.24K +11 +183%
FUBT
1316
First United Bank & Trust
Maryland
$5.05K +$4.71K +16 New
NSIM
1317
North Star Investment Management
Illinois
$5.03K
RWM
1318
Rialto Wealth Management
New York
$5K +$883 +3 +23%
PCM
1319
Penserra Capital Management
California
$5K
DRP
1320
Decker Retirement Planning
Utah
$4.69K
JGIA
1321
Jackson Grant Investment Advisers
Connecticut
$4.38K
TIM
1322
Tortoise Investment Management
New York
$4.38K +$2.06K +7 +100%
DF
1323
DecisionPoint Financial
Arizona
$4.37K
TFM
1324
TFC Financial Management
Massachusetts
$4.07K
BHWM
1325
Bay Harbor Wealth Management
Maryland
$4.06K +$883 +3 +30%