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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1176
TRB Wealth Management
Texas
$205K +$193K +4,261 New
KFC
1177
Klingenstein Fields & Co
New York
$203K +$192K +4,234 New
HCWM
1178
Hidden Cove Wealth Management
Washington
$203K +$192K +4,232 New
SWM
1179
Silverlake Wealth Management
Vermont
$203K +$192K +4,225 New
SP
1180
SmartHarvest Portfolios
Washington
$203K +$192K +4,220 New
HWM
1181
HighMark Wealth Management
Minnesota
$203K +$45 +1 +0%
SW
1182
SMART Wealth
Nebraska
$202K -$41.4K -912 -18%
VAG
1183
VisionPoint Advisory Group
Texas
$201K -$23.1K -510 -11%
Ninety One (UK)
1184
Ninety One (UK)
United Kingdom
$200K +$189K +4,173 New
CIM
1185
Cambria Investment Management
California
$200K +$189K +4,173 New
TF
1186
Tompkins Financial
New York
$192K
GWM
1187
Geneos Wealth Management
Colorado
$190K
ITG
1188
Index Technologies Group
New York
$174K +$165K +3,630 New
CT
1189
Colonial Trust
South Carolina
$172K
WSCM
1190
Wellington Shields Capital Management
New York
$171K
PWPS
1191
Pinnacle Wealth Planning Services
Ohio
$166K +$4.81K +106 +3%
KC
1192
Kepler Cheuvreux
$161K -$365K -8,043 -71%
AF
1193
Advisornet Financial
Minnesota
$160K -$454 -10 -0.3%
FMTCOCP
1194
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$160K
MWA
1195
Medallion Wealth Advisors
Connecticut
$159K +$227 +5 +0.2%
KFAS
1196
Keating Financial Advisory Services
Kansas
$154K -$31.1K -685 -18%
LI
1197
LRI Investments
Florida
$154K +$2K +44 +1%
NS
1198
NBC Securities
Alabama
$151K +$2.04K +45 +1%
OL
1199
OneFund LLC
Florida
$150K -$1.14K -25 -0.8%
CFO
1200
CVA Family Office
Colorado
$148K +$4.9K +108 +4%