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Name Holding Trade Value Shares
Change 		Change in
Stake
ASC
3276
Atalanta Sosnoff Capital
New York
$290K -$5.73K -37 -2%
IA
3277
Insight Advisors
Pennsylvania
$290K +$19.5K +126 +7%
MWS
3278
MFA Wealth Services
California
$290K +$5.88K +38 +2%
BI
3279
Ballast Inc
Kentucky
$289K – – –
MF
3280
Meridian Financial
Massachusetts
$289K – – –
VFPW
3281
Vantage Financial Partners (Wisconsin)
Wisconsin
$289K -$24.9K -161 -8%
DWM
3282
Dynasty Wealth Management
Florida
$289K +$288K +1,858 New
SFG
3283
Sunburst Financial Group
Alabama
$288K -$33.5K -216 -10%
AIA
3284
Arbor Investment Advisors
North Carolina
$288K +$15.5K +100 +6%
KW
3285
KWB Wealth
California
$287K +$311K +2,006 New
SWP
3286
Summit Wealth Partners
Florida
$287K – – –
OIM
3287
Orca Investment Management
Oregon
$287K +$11K +71 +4%
BWA
3288
Burt Wealth Advisors
Maryland
$287K +$22.8K +147 +9%
AWA
3289
Acorn Wealth Advisors
Michigan
$287K +$18.9K +122 +7%
KF
3290
KKM Financial
Illinois
$286K – – –
FNWA
3291
Financial Network Wealth Advisors
Utah
$286K +$4.8K +31 +2%
RCM
3292
Ridgepath Capital Management
Tennessee
$285K +$3.87K +25 +1%
LPP
3293
Life Planning Partners
Florida
$285K +$465 +3 +0.2%
KNW
3294
Kesler Norman & Wride
Utah
$284K +$18.4K +119 +6%
LFP
3295
Lakeshore Financial Planning
Michigan
$284K – – –
S
3296
SimplyRich
California
$284K – – –
ICM
3297
IMS Capital Management
Oregon
$284K -$18.4K -119 -6%
KFA
3298
Kelleher Financial Advisors
New York
$283K +$31.4K +203 +13%
PFA
3299
Pathway Financial Advisors
Vermont
$283K – – –
AWA
3300
Aletheian Wealth Advisors
Washington
$283K +$46.3K +299 +20%
130 131
132
133 134