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Name Holding Trade Value Shares
Change
Change in
Stake
RC
3726
Rovin Capital
Arizona
$238K +$250K +612 New
KPWG
3727
KFA Private Wealth Group
Virginia
$238K +$23.7K +58 +10%
AFA
3728
Avant Financial Advisors
Texas
$238K +$250K +611 New
BBL
3729
Beck Bode LLC
Massachusetts
$237K +$817 +2 +0.3%
HI
3730
Hoey Investments
Pennsylvania
$237K +$44.9K +110 +22%
SC
3731
Schulhoff & Co
Ohio
$237K +$40.9K +100 +20%
FWM
3732
Foguth Wealth Management
Michigan
$236K +$15.5K +38 +7%
CDWM
3733
Campbell Deegan Wealth Management
Virginia
$236K +$248K +607 New
HG
3734
Harbor Group
New Hampshire
$236K
CCA
3735
Criterion Capital Advisors
Tennessee
$236K
APIM
3736
Agate Pass Investment Management
Washington
$236K
DCM
3737
Davis Capital Management
Florida
$236K -$18.8K -46 -7%
MFG
3738
Mosaic Financial Group
Illinois
$235K -$71.1K -174 -22%
FFC
3739
Frederick Financial Consultants
Maryland
$235K +$246K +603 New
EF
3740
Exeter Financial
Arizona
$234K
CKAIS
3741
Christensen King & Associates Investment Services
Washington
$234K
AIA
3742
Alternative Investment Advisors
Florida
$233K +$817 +2 +0.3%
PIA
3743
Panoramic Investment Advisors
Colorado
$233K +$244K +598 New
ACA
3744
Ackerman Capital Advisors
Texas
$233K
SWM
3745
SK Wealth Management
Rhode Island
$232K
FFG
3746
Fortress Financial Group
Minnesota
$232K +$243K +596 New
BWP
3747
BlueStem Wealth Partners
Minnesota
$232K +$243K +596 New
CWD
3748
Clarity Wealth Development
Oregon
$231K +$230K +562 New
PPH
3749
Pure Portfolios Holdings
Oregon
$231K -$13.1K -32 -5%
JF
3750
Joule Financial
Kentucky
$231K +$4.08K +10 +2%