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Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
2801
Newton One Investments
Delaware
$111K +$18.9K +200 +19%
MCA
2802
Maryland Capital Advisors
Maryland
$109K +$568 +6 +0.5%
KFS
2803
Kelly Financial Services
Massachusetts
$108K -$2.27K -24 -2%
AFS
2804
Annapolis Financial Services
Maryland
$108K +$189 +2 +0.2%
HS
2805
Horan Securities
United States
$107K -$153K -1,614 -57%
IFAM
2806
Institutional & Family Asset Management
Colorado
$106K +$5.3K +56 +5%
KC
2807
Kenfarb & Co
Kentucky
$103K – – –
LSA
2808
Lansing Street Advisors
Pennsylvania
$101K +$2.08K +22 +2%
RAM
2809
Riggs Asset Management
Pennsylvania
$99.6K -$4.74K -50 -4%
SAG
2810
Spotlight Asset Group
Illinois
$96.8K +$103K +1,084 New
CP
2811
Castleview Partners
Texas
$96.6K -$1.61K -17 -2%
CFG
2812
CKW Financial Group
Hawaii
$95K – – –
FMP
2813
Financial Management Professionals
Texas
$91K -$26K -274 -21%
2L
2814
25 LLC
Missouri
$90.6K -$379 -4 -0.4%
HWM
2815
HighMark Wealth Management
Minnesota
$90.1K -$27.1K -286 -23%
OLVIG
2816
Oliver Lagore Vanvalin Investment Group
Michigan
$89.9K +$5.68K +60 +6%
HI
2817
Hoey Investments
Pennsylvania
$89.5K -$61.5K -649 -39%
AFIA
2818
America First Investment Advisors
Nebraska
$89.4K – – –
JCP
2819
Jennifer C. Price
$89.3K – – –
RDFA
2820
Ritter Daniher Financial Advisory
Ohio
$89.1K -$104K -1,100 -52%
AW
2821
Avion Wealth
Texas
$89K +$3.69K +39 +4%
FWA
2822
FSC Wealth Advisors
New York
$88.1K +$19K +201 +26%
KFP
2823
KB Financial Partners
New Jersey
$88K +$4.36K +46 +5%
WWM
2824
Wolff Wiese Magana
California
$85.6K +$1.9K +20 +2%
BCFD
2825
Boit C.F. David
$85.5K – – –
111 112
113
114 115