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Name Holding Trade Value Shares
Change
Change in
Stake
KPP
3701
Kings Path Partners
Texas
$39.3K – – –
JFG
3702
JDM Financial Group
Texas
$36.5K +$4.74K +13 +17%
FPFS
3703
First Personal Financial Services
North Carolina
$34.8K +$1.09K +3 +4%
GIS
3704
Grayhawk Investment Strategies
Alberta, Canada
$32.4K – – –
DMKJ
3705
David M. Knott Jr
$32K – – –
GCGDR
3706
Geo Capital Gestora de Recursos
Brazil
$32K – – –
MSWM
3707
Mowery & Schoenfeld Wealth Management
Illinois
$31.6K – – –
RDIA
3708
RE Dickinson Investment Advisors
Iowa
$31.5K -$29.5K -81 -51%
LFA
3709
Legend Financial Advisors
Pennsylvania
$30.8K -$24.4K -67 -47%
BFS
3710
Bare Financial Services
Pennsylvania
$30K – – –
UIA
3711
Ulland Investment Advisors
Minnesota
$28K -$3.65K -10 -13%
4FG
3712
4Thought Financial Group
New York
$27.6K – – –
GC
3713
Gould Capital
Washington
$26.7K – – –
CAM
3714
Clarity Asset Management
Iowa
$26.5K – – –
IA
3715
IFS Advisors
Kansas
$25.5K – – –
RCM
3716
Richardson Capital Management
Wisconsin
$25.1K – – –
PPWM
3717
PFG Private Wealth Management
Florida
$24.3K – – –
RWA
3718
Redmont Wealth Advisors
Illinois
$24.3K – – –
WAM
3719
Wolverine Asset Management
Illinois
$24.3K +$21.9K +60 New
SC
3720
Steph & Co
Wisconsin
$23.5K – – –
CMBA
3721
C.M. Bidwell & Associates
Hawaii
$20.7K – – –
HF
3722
Halpern Financial
Virginia
$20.6K – – –
IHWM
3723
Iron Horse Wealth Management
Iowa
$18.6K +$1.82K +5 +12%
CJ
3724
Caitlin John
Michigan
$17.2K -$10.9K -30 -42%
LAM
3725
Lummis Asset Management
Texas
$16.6K – – –