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Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1826
Key Financial Inc
Pennsylvania
$988K +$19.1K +388 +2%
GLR
1827
Great Lakes Retirement
Ohio
$986K +$1.72K +35 +0.2%
CCG
1828
Coastwise Capital Group
California
$986K -$162K -3,290 -15%
IIA
1829
ICW Investment Advisors
Arizona
$984K +$24.3K +495 +3%
BAM
1830
Brave Asset Management
New Jersey
$983K -$104K -2,105 -10%
AIM
1831
Aspen Investment Management
Michigan
$982K – – –
TCPWM
1832
Traverso Chambers Private Wealth Management
California
$981K -$20.5K -417 -2%
HR
1833
Howe & Rusling
New York
$981K +$33.5K +681 +4%
DG
1834
DMC Group
Alabama
$979K -$12.8K -260 -1%
PTCG
1835
Pring Turner Capital Group
California
$977K -$19.7K -400 -2%
WIM
1836
Westside Investment Management
California
$976K +$98 +2 +0%
RIG
1837
Renaissance Investment Group
Massachusetts
$975K -$33.1K -673 -3%
AW
1838
Atlas Wealth
Ohio
$974K -$133K -2,700 -12%
BFA
1839
Beacon Financial Advisory
Ohio
$972K +$31K +631 +3%
BAM
1840
Bosun Asset Management
Illinois
$970K +$20.2K +411 +2%
IWN
1841
Independent Wealth Network
Iowa
$968K -$256K -5,200 -22%
FPF
1842
First Pacific Financial
Washington
$967K +$14.1K +286 +2%
AIA
1843
Alera Investment Advisors
Illinois
$966K +$43.6K +887 +5%
GSC
1844
G&S Capital
Colorado
$964K -$6.49K -132 -0.7%
SSA
1845
Schonfeld Strategic Advisors
New York
$963K +$642K +13,051 +235%
WIC
1846
Wilkins Investment Counsel
Massachusetts
$960K – – –
WW
1847
Waterfront Wealth
Kansas
$955K +$27K +549 +3%
LIG
1848
Lokken Investment Group
Delaware
$954K +$117K +2,381 +15%
GA
1849
GoalVest Advisory
New York
$954K -$344K -6,996 -28%
NME
1850
Notis-McConarty Edward
$952K -$32.8K -666 -3%
72 73
74
75 76