Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
1526
Keystone Financial Group (Kentucky)
Kentucky
$1.7M +$55.4K +185 +3%
SAM
1527
Sagewood Asset Management
New York
$1.7M +$1.71M +5,725 New
MG
1528
Mather Group
Illinois
$1.7M -$17.4K -58 -1%
LIA
1529
LBMC Investment Advisors
Tennessee
$1.69M -$138K -460 -7%
SIA
1530
Soltis Investment Advisors
Utah
$1.69M -$370K -1,237 -18%
CSI
1531
Cross Staff Investments
New York
$1.69M – – –
QWP
1532
Quotient Wealth Partners
Texas
$1.69M +$64.1K +214 +4%
VFP
1533
Verus Financial Partners
Virginia
$1.69M -$8.98K -30 -0.5%
MJPCFAI
1534
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$1.68M +$1.7M +5,673 New
APW
1535
Austin Private Wealth
Texas
$1.68M -$17.4K -58 -1%
FWI
1536
Facet Wealth Inc
Maryland
$1.68M -$128K -428 -7%
BB
1537
Burford Brothers
Texas
$1.68M +$177K +590 +12%
LFA
1538
Legacy Financial Advisors
Kentucky
$1.68M +$98.8K +330 +6%
HIC
1539
Hamrick Investment Counsel
Washington
$1.68M +$1.7M +5,661 New
AWS
1540
Arkfeld Wealth Strategies
Nebraska
$1.68M -$1.5K -5 -0.1%
MVA
1541
Mount Vernon Associates
Maryland
$1.68M +$29.9K +100 +2%
OF
1542
Optimize Financial
California
$1.67M +$24K +80 +1%
HFS
1543
Heritage Financial Services
Massachusetts
$1.67M +$244K +814 +17%
BSA
1544
Braun Stacey Associates
New York
$1.67M -$231K -770 -12%
ICP
1545
Interchange Capital Partners
Pennsylvania
$1.67M +$44K +147 +3%
QC
1546
Quent Capital
New York
$1.66M +$38.6K +129 +2%
QLSGSCF
1547
Quent Long Short Global Small Cap Fund
New York
$1.66M +$1.68M +5,598 New
WF
1548
WoodTrust Financial
Wisconsin
$1.65M -$262K -875 -14%
SLWA
1549
San Luis Wealth Advisors
California
$1.64M -$30.8K -103 -2%
NFP
1550
Narus Financial Partners
Utah
$1.64M -$5.99K -20 -0.4%