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Name Holding Trade Value Shares
Change 		Change in
Stake
KCIA
2576
Kingsbury Capital Investment Advisors
Illinois
$203K -$52.3K -513 -20%
KWM
2577
KMT Wealth Management
California
$203K +$215K +2,108 New
S
2578
Sachetta
Massachusetts
$203K +$37K +363 +21%
NLP
2579
Next Level Private
New York
$202K +$214K +2,102 New
CWG
2580
Crown Wealth Group
North Carolina
$202K -$2.85K -28 -1%
WIM
2581
Warwick Investment Management
Texas
$202K +$214K +2,101 New
AMG
2582
Advisors Management Group
Wisconsin
$202K -$16.8K -165 -7%
VAS
2583
Valicenti Advisory Services
New York
$202K -$16K -157 -7%
MFG
2584
Monte Financial Group
Connecticut
$202K -$4.08K -40 -2%
RG
2585
Renaissance Group
Kentucky
$201K +$213K +2,093 New
HFS
2586
Howard Financial Services
Texas
$201K +$213K +2,091 New
AWP
2587
Atlas Wealth Partners
Pennsylvania
$201K +$212K +2,075 New
JJBC
2588
James J. Burns & Company
New York
$201K -$9.28K -91 -4%
FWM
2589
Fonville Wealth Management
Virginia
$200K -$57.7K -566 -21%
TVWM
2590
Tower View Wealth Management
Wisconsin
$199K +$44.9K +440 +27%
VWA
2591
VSM Wealth Advisory
Maryland
$199K – – –
CP
2592
Canopy Partners
Ohio
$199K -$4.59K -45 -2%
CCC
2593
Chelsea Counsel Company
California
$199K -$56.1K -550 -21%
SA
2594
SRH Advisors
Kansas
$199K +$188K +1,848 +860%
HB
2595
Horizon Bancorp
Indiana
$198K -$6.53K -64 -3%
PWMG
2596
Private Wealth Management Group
New Jersey
$197K +$61.7K +605 +42%
SGFG
2597
Silver Grove Financial Group
New York
$196K +$165K +1,621 +394%
APW
2598
Aventura Private Wealth
Florida
$195K +$25K +245 +14%
CSB
2599
City State Bank
Iowa
$195K -$10.2K -100 -5%
DSC
2600
Duncker Streett & Co
Missouri
$186K -$163K -1,597 -45%
102 103
104
105 106