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Name Holding Trade Value Shares
Change 		Change in
Stake
OIC
3076
Orion Investment Company
Missouri
$292K +$298K +1,868 New
IA
3077
Insight Advisors
Pennsylvania
$291K -$26.6K -167 -8%
KIG
3078
Kennedy Investment Group
New Jersey
$291K +$23.1K +145 +8%
SC
3079
Saturna Capital
Washington
$290K – – –
BP
3080
BNP Paribas
France
$289K -$35.6K -223 -11%
RC
3081
Rovin Capital
Arizona
$289K -$106K -662 -26%
YWS
3082
Yarger Wealth Strategies
Ohio
$289K +$4.46K +28 +2%
KF
3083
KKM Financial
Illinois
$288K – – –
FWM
3084
Focused Wealth Management
New York
$288K -$478 -3 -0.2%
WFS
3085
Walker Financial Services
Kentucky
$288K +$14.4K +90 +5%
AFGAS
3086
Allegiance Financial Group Advisory Services
Virginia
$288K +$15.9K +100 +6%
SSA
3087
Sierra Summit Advisors
Nevada
$288K +$35.6K +223 +14%
TSW
3088
Three Seasons Wealth
Utah
$287K -$3.99K -25 -1%
MWA
3089
Martel Wealth Advisors
Washington
$286K +$19.9K +125 +7%
S
3090
SimplyRich
California
$286K – – –
T
3091
Tidemark
California
$286K +$11.8K +74 +4%
RA
3092
Regis Acquisition
Colorado
$285K -$3.19K -20 -1%
FFIC
3093
First Fiduciary Investment Counsel
Ohio
$285K – – –
MECA
3094
Miller Equity Capital Advisors
Texas
$285K – – –
ASG
3095
Ariston Services Group
California
$285K -$1.59K -10 -0.5%
VCM
3096
Vivaldi Capital Management
Illinois
$285K -$7.81K -49 -3%
HWMC
3097
Heritage Wealth Management (California)
California
$283K -$12.4K -78 -4%
KWM
3098
KFG Wealth Management
Indiana
$283K – – –
KW
3099
KWB Wealth
California
$283K – – –
IPWA
3100
International Private Wealth Advisors
California
$282K -$144K -900 -33%
122 123
124
125 126