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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2376
Klingman & Associates
New York
$334K +$27.4K +311 +9%
PSC
2377
Prentiss Smith & Co
Vermont
$332K – – –
FPWM
2378
FSB Premier Wealth Management
Iowa
$332K +$65K +737 +25%
HWAM
2379
Hennion & Walsh Asset Management
New Jersey
$331K – – –
TMWM
2380
Taylor & Morgan Wealth Management
Michigan
$330K -$20.4K -231 -6%
CGA
2381
Crescent Grove Advisors
Illinois
$329K -$59.2K -671 -16%
PWA
2382
Physician Wealth Advisors
Utah
$328K -$17.5K -199 -5%
CTI
2383
Community Trust & Investment
Kentucky
$328K -$241K -2,734 -43%
OCM
2384
Osterweis Capital Management
California
$328K – – –
FNC
2385
First National Corp
Massachusetts
$327K – – –
KFA
2386
Kelleher Financial Advisors
New York
$326K +$793 +9 +0.2%
SMA
2387
Seven Mile Advisory
New Jersey
$326K +$98.3K +1,115 +45%
CFO
2388
CVA Family Office
Colorado
$326K +$318K +3,610 New
BWA
2389
Burt Wealth Advisors
Maryland
$325K -$28.7K -325 -8%
AF
2390
Apollon Financial
South Carolina
$325K +$317K +3,595 New
HCM
2391
Hall Capital Management
Rhode Island
$324K -$42.8K -485 -12%
KLI
2392
Kelman-Lazarov Inc
Tennessee
$324K +$10.3K +117 +3%
LF
2393
Lantz Financial
Illinois
$323K +$3.97K +45 +1%
AA
2394
Aufman Associates
Pennsylvania
$323K +$882 +10 +0.3%
SMWM
2395
Silvia McColl Wealth Management
California
$323K -$22K -250 -7%
FWP
2396
Firethorn Wealth Partners
Georgia
$323K +$14.5K +165 +5%
CFC
2397
Coyle Financial Counsel
Illinois
$321K – – –
SFS
2398
Security Financial Services
Indiana
$321K -$59K -669 -16%
GWM
2399
GSB Wealth Management
Connecticut
$321K -$44.1K -500 -12%
KA
2400
Kooman & Associates
Pennsylvania
$320K +$13.8K +157 +5%
94 95
96
97 98