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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2926
Kelly Financial Services
Massachusetts
$330K +$14.1K +93 +4%
TNAM
2927
Terra Nova Asset Management
New York
$330K -$412K -2,723 -55%
AGA
2928
Arkos Global Advisors
Texas
$329K -$60.3K -399 -15%
NFG
2929
Nadler Financial Group
Illinois
$328K +$1.36K +9 +0.4%
AWS
2930
Arkfeld Wealth Strategies
Nebraska
$327K +$40.1K +265 +13%
KBFS
2931
Kohmann Bosshard Financial Services
Ohio
$326K +$151 +1 +0%
AGWCA
2932
Annis Gardner Whiting Capital Advisors
Florida
$325K +$52.5K +347 +19%
ONSWM
2933
Old North State Wealth Management
North Carolina
$324K +$125K +826 +61%
MC
2934
Matisse Capital
Oregon
$324K -$25.1K -166 -7%
MIFH
2935
Migdal Insurance & Financial Holdings
Israel
$324K +$328K +2,170 New
VP
2936
Verum Partners
North Carolina
$324K -$27.1K -179 -8%
AFC
2937
AFT Forsyth & Company
Florida
$324K -$11.3K -75 -3%
YWM
2938
Yoder Wealth Management
California
$324K +$3.48K +23 +1%
WRPWM
2939
Werba Rubin Papier Wealth Management
California
$323K -$26.3K -174 -7%
WC
2940
Weil Company
California
$322K +$15.3K +101 +5%
EDRIA
2941
Edmonds Duncan Registered Investment Advisors
Kansas
$322K – – –
DM
2942
Diker Management
New York
$322K – – –
TCBWMS
2943
Texas Capital Bank Wealth Management Services
Texas
$322K -$10.9K -72 -3%
EWP
2944
Elevation Wealth Partners
California
$321K +$110K +724 +61%
FP
2945
Financial Perspectives
Minnesota
$321K – – –
RFA
2946
RTD Financial Advisors
Pennsylvania
$320K +$325K +2,147 New
GXJ
2947
Global X Japan
Japan
$319K +$324K +2,141 New
GWAG
2948
Garrett Wealth Advisory Group
Texas
$319K +$1.51K +10 +0.5%
AWC
2949
Adamsbrown Wealth Consultants
Kansas
$319K +$51.4K +340 +19%
KAM
2950
Knightsbridge Asset Management
California
$319K +$20.7K +137 +7%
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118
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