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Name Holding Trade Value Shares
Change
Change in
Stake
KMC
3051
Kirr Marbach & Co
Indiana
$267K – – –
CFG
3052
Compton Financial Group
Maryland
$266K – – –
Cohen & Steers
3053
Cohen & Steers
New York
$265K – – –
Vanguard Capital Wealth Advisors
3054
Vanguard Capital Wealth Advisors
Colorado
$264K +$9.14K +30 +4%
CCA
3055
Cadent Capital Advisors
Oklahoma
$264K -$115K -377 -31%
JF
3056
Jump Financial
Illinois
$264K -$202K -663 -44%
RPGK
3057
Retirement Planning Group (Kansas)
Kansas
$264K +$3.05K +10 +1%
SWM
3058
Soundmark Wealth Management
Washington
$263K – – –
HIC
3059
Harvey Investment Company
Kentucky
$263K -$18.9K -62 -7%
TW
3060
Towerpoint Wealth
California
$263K +$2.44K +8 +1%
MCC
3061
Malaga Cove Capital
California
$262K – – –
CPW
3062
Crestmont Private Wealth
Texas
$262K +$253K +830 New
BZWA
3063
Blue Zone Wealth Advisors
California
$262K -$6.7K -22 -3%
RIS
3064
Retirement Income Solutions
Michigan
$262K – – –
UCI
3065
Uncommon Cents Investing
Wisconsin
$262K -$15.2K -50 -4%
SC
3066
Seldon Capital
California
$261K – – –
AWM
3067
Aevitas Wealth Management
Massachusetts
$259K +$914 +3 +0.4%
MCA
3068
MSH Capital Advisors
Arizona
$258K -$44.8K -147 -15%
MWA
3069
Motive Wealth Advisors
Michigan
$257K +$13.7K +45 +6%
CSIA
3070
Charles Schwab Investment Advisory
California
$256K +$15.8K +52 +7%
JDR
3071
Jay D. Rosenbaum
$256K +$247K +810 New
LI
3072
LVZ Inc
Michigan
$256K +$247K +810 New
MWP
3073
Meredith Wealth Planning
Illinois
$255K +$246K +808 New
WWP
3074
Waypoint Wealth Partners
California
$255K +$21.3K +70 +9%
RJTCONH
3075
Raymond James Trust Company of New Hampshire
New Hampshire
$255K -$61.2K -201 -20%