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Name Holding Trade Value Shares
Change
Change in
Stake
KF
1201
KKM Financial
Illinois
$203K
CFP
1202
Cascade Financial Partners
California
$203K -$286 -5 -0.1%
RIM
1203
Rockbridge Investment Management
New York
$203K +$219K +3,831 New
BEI
1204
Benjamin Edwards Inc
Missouri
$203K +$1.54K +27 +0.7%
BFA
1205
Brendel Financial Advisors
New Hampshire
$203K +$218K +3,822 New
FFA
1206
Founders Financial Alliance
North Carolina
$203K +$57 +1 +0%
EI
1207
Ethic Inc
New York
$203K +$218K +3,822 New
RCWM
1208
Royal Capital Wealth Management
Indiana
$202K +$171 +3 +0.1%
CCM
1209
Cohen Capital Management
California
$202K
CBOR
1210
Community Bank of Raymore
Missouri
$202K -$582K -10,186 -73%
CPA
1211
Court Place Advisors
Maryland
$201K +$217K +3,790 New
SWM
1212
Silverlake Wealth Management
Vermont
$201K -$19.3K -337 -8%
RTC
1213
Riverview Trust Company
Washington
$196K
WAS
1214
Winch Advisory Services
Wisconsin
$196K +$40.9K +716 +24%
WIA
1215
Wetzel Investment Advisors
Indiana
$192K +$11.4K +200 +6%
AAP
1216
Arax Advisory Partners
Colorado
$191K +$47.4K +829 +30%
SWS
1217
SYSTM Wealth Solutions
Illinois
$188K -$13.2K -231 -6%
CT
1218
Caldwell Trust
Florida
$183K -$4.57K -80 -2%
FHA
1219
First Horizon Advisors
Tennessee
$183K -$39.8K -696 -17%
IGWM
1220
ICA Group Wealth Management
Colorado
$176K -$255K -4,462 -57%
TSMHT
1221
Thurston Springer Miller Herd & Titak
Indiana
$174K +$188K +3,285 New
Cohen & Steers
1222
Cohen & Steers
New York
$172K -$3.6K -63 -2%
AS
1223
AM Squared
Hong Kong
$170K +$183K +3,200 New
SC
1224
Stephens Consulting
Michigan
$167K -$229 -4 -0.1%
CI Investments Inc
1225
CI Investments Inc
Ontario, Canada
$167K -$628 -11 -0.3%