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Name Holding Trade Value Shares
Change 		Change in
Stake
KBFS
3251
Kohmann Bosshard Financial Services
Ohio
$280K +$1.23K +8 +0.4%
CAM
3252
Concorde Asset Management
Michigan
$280K -$72.9K -476 -20%
KCM
3253
KRS Capital Management
Michigan
$280K -$60.8K -397 -17%
LGW
3254
Leslie Global Wealth
Illinois
$280K +$39.5K +258 +15%
BFP
3255
Brewster Financial Planning
New York
$279K +$295K +1,929 New
AWM
3256
AllSquare Wealth Management
New York
$279K – – –
FFA
3257
Fragasso Financial Advisors
Pennsylvania
$279K +$21K +137 +8%
AGA
3258
Arkos Global Advisors
Texas
$279K -$2.45K -16 -0.8%
KFA
3259
Krane Funds Advisors
New York
$279K -$37.8K -247 -11%
VFPW
3260
Vantage Financial Partners (Wisconsin)
Wisconsin
$279K +$294K +1,924 New
BCM
3261
BTC Capital Management
Iowa
$278K -$555K -3,625 -65%
SCG
3262
Sonata Capital Group
Washington
$278K – – –
CFS
3263
CGC Financial Services
Oregon
$278K +$153 +1 +0.1%
FWM
3264
Focused Wealth Management
New York
$277K +$9.03K +59 +3%
CCAM
3265
Cascades Capital Asset Management
North Carolina
$277K +$293K +1,914 New
MC
3266
Mathes Company
New York
$277K -$51.7K -338 -15%
FPW
3267
Flywheel Private Wealth
California
$277K +$293K +1,911 New
WWS
3268
Wellington Wealth Strategies
Indiana
$277K +$272K +1,775 New
BTWM
3269
Brass Tax Wealth Management
Ohio
$276K -$1.07K -7 -0.4%
SFPG
3270
Stonebridge Financial Planning Group
Florida
$276K +$61.4K +401 +27%
FP
3271
Fiduciary Planning
Florida
$275K -$612 -4 -0.2%
LFS
3272
Legacy Financial Strategies
Kansas
$274K +$9.64K +63 +3%
SFM
3273
Signet Financial Management
New Jersey
$274K +$7.19K +47 +3%
CC
3274
Constitution Capital
Connecticut
$274K +$30.6K +200 +12%
FPWM
3275
FSB Premier Wealth Management
Iowa
$273K -$428K -2,793 -60%
129 130
131
132 133