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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2851
Kaydan Wealth Management
Michigan
$613K – – –
NC
2852
North Capital
Utah
$613K – – –
EFG
2853
Everest Financial Group
Minnesota
$613K -$5.23K -50 -0.9%
KFAS
2854
Keating Financial Advisory Services
Kansas
$611K +$1.99K +19 +0.4%
RK
2855
Rather & Kittrell
Tennessee
$611K +$23.3K +223 +4%
MWM
2856
Mattern Wealth Management
Kansas
$610K +$18.1K +173 +3%
GA
2857
GSG Advisors
New Jersey
$610K +$3.56K +34 +0.7%
MW
2858
Maia Wealth
Colorado
$610K -$48.9K -468 -8%
BCM
2859
Blume Capital Management
California
$610K – – –
RFS
2860
Richardson Financial Services
Massachusetts
$609K +$23.3K +223 +4%
SCM
2861
Spreng Capital Management
Ohio
$609K +$34.2K +327 +7%
MF
2862
Montis Financial
Massachusetts
$609K +$30K +287 +6%
MCM
2863
Marathon Capital Management
Maryland
$608K -$106K -1,014 -16%
GAA
2864
Global Assets Advisory
Florida
$607K +$73.2K +700 +16%
SWM
2865
Sentinel Wealth Management
Virginia
$607K – – –
JE
2866
JMAC Enterprises
Pennsylvania
$606K -$12.4K -119 -2%
NPT
2867
Nixon Peabody Trust
Massachusetts
$605K -$1.36K -13 -0.3%
CIM
2868
Catalyst Investment Management
New Hampshire
$604K +$5.44K +52 +1%
GWI
2869
Grace & White Inc
New York
$604K – – –
AWMM
2870
Aegis Wealth Management (Maryland)
Maryland
$604K +$537K +5,138 New
LWA
2871
Legacy Wealth Advisors
Florida
$603K +$225K +2,149 +72%
AW
2872
Alaethes Wealth
Nevada
$601K +$20.9K +200 +4%
PHIC
2873
Pine Haven Investment Counsel
Massachusetts
$601K – – –
OWA
2874
Octavia Wealth Advisors
Ohio
$601K -$21.4K -205 -4%
HI
2875
Human Investing
Oregon
$601K +$8.99K +86 +2%
113 114
115
116 117