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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1501
Kelleher Financial Advisors
New York
$15.3K – – –
CAL
1502
Capital Advisors Ltd
Ohio
$15K +$696 +54 +5%
LWMI
1503
Legacy Wealth Management (Idaho)
Idaho
$14.9K +$11.4K +881 +347%
DPW
1504
DiNuzzo Private Wealth
Pennsylvania
$14.5K +$26 +2 +0.2%
QWM
1505
Quaker Wealth Management
New Jersey
$14.4K +$3.93K +305 +39%
BWAM
1506
Boyd Watterson Asset Management
Ohio
$14.2K -$722 -56 -5%
PWMG
1507
Private Wealth Management Group
New Jersey
$14.1K +$52 +4 +0.4%
MA
1508
Montag & Associates
Georgia
$13.9K -$37.9K -2,937 -73%
II
1509
Inspire Investing
Idaho
$13.9K +$13.6K +1,056 New
DT
1510
DV Trading
Illinois
$13.8K +$13.6K +1,051 New
HAP
1511
Harbor Asset Planning
Massachusetts
$13.7K – – –
TCM
1512
Tradewinds Capital Management
Washington
$13.7K – – –
HNW
1513
High Note Wealth
Minnesota
$13.6K +$2.71K +210 +25%
GJIA
1514
Glass Jacobson Investment Advisors
Maryland
$13.5K -$1.96K -152 -13%
S
1515
Sachetta
Massachusetts
$13.4K – – –
DWM
1516
Dogwood Wealth Management
Kansas
$13.4K +$3.04K +236 +30%
AWM
1517
Abound Wealth Management
Tennessee
$13.4K +$297 +23 +2%
MAM
1518
Meeder Asset Management
Ohio
$13.2K -$13.6K -1,054 -51%
HFS
1519
Horizon Financial Services
North Carolina
$13.1K – – –
KB
1520
Kimelman & Baird
New York
$13.1K – – –
MMCM
1521
Murphy & Mullick Capital Management
New York
$13.1K – – –
PSB
1522
Piscataqua Savings Bank
New Hampshire
$13.1K – – –
EIP
1523
Essential Investment Partners
Colorado
$13.1K +$12.9K +1,000 New
OCM
1524
Osbon Capital Management
Massachusetts
$13.1K +$12.9K +1,000 New
ETS
1525
ESL Trust Services
New York
$13.1K -$10.3K -800 -44%
59 60
61
62 63