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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
3301
Kelleher Financial Advisors
New York
$283K +$31.4K +203 +13%
PFA
3302
Pathway Financial Advisors
Vermont
$283K – – –
AWA
3303
Aletheian Wealth Advisors
Washington
$283K +$46.3K +299 +20%
BCP
3304
Blue Chip Partners
Michigan
$282K +$24.3K +157 +9%
OIC
3305
Orion Investment Company
Missouri
$282K -$7.9K -51 -3%
SWM
3306
SpringVest Wealth Management
Texas
$282K +$310 +2 +0.1%
ASG
3307
Ariston Services Group
California
$282K – – –
MMA
3308
Mizuho Markets Americas
New York
$281K -$14.7K -95 -5%
SA
3309
Sonoma Allocations
California
$281K +$287K +1,853 New
PFA
3310
Pinnacle Family Advisors
Missouri
$281K -$465 -3 -0.2%
KIC
3311
Kensington Investment Counsel
California
$281K -$2.01K -13 -0.7%
BWM
3312
Brown Wealth Management
Illinois
$280K +$41.8K +270 +18%
CAAM
3313
Cornerstone Advisors Asset Management
Pennsylvania
$280K +$31.4K +203 +13%
MAM
3314
Marotta Asset Management
Virginia
$280K – – –
AWC
3315
Adamsbrown Wealth Consultants
Kansas
$278K -$4.96K -32 -2%
PWA
3316
Prairie Wealth Advisors
Nebraska
$278K -$141K -910 -34%
WA
3317
WESPAC Advisors
California
$278K +$155 +1 +0.1%
MLA
3318
MB, Levis & Associates
Pennsylvania
$277K -$24.9K -161 -8%
KCIC
3319
Kuhn & Co Investment Counsel
Illinois
$277K -$67.1K -433 -20%
SPWG
3320
Syntegra Private Wealth Group
Missouri
$277K +$30.7K +198 +12%
AIA
3321
AIMZ Investment Advisors
California
$277K – – –
WA
3322
WPG Advisers
Maryland
$277K +$7.59K +49 +3%
BTWM
3323
Brass Tax Wealth Management
Ohio
$277K -$15.5K -100 -5%
SFPG
3324
Stonebridge Financial Planning Group
Florida
$276K – – –
HA
3325
Hofer & Associates
California
$276K +$19.5K +126 +8%
131 132
133
134 135