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Name Holding Trade Value Shares
Change
Change in
Stake
KGC
1251
Kennon-Green & Company
Ohio
$269K +$275K +692 New
WKWM
1252
Walter & Keenan Wealth Management
Indiana
$269K -$109K -275 -28%
SPW
1253
Sonoma Private Wealth
California
$268K +$273K +687 New
PP
1254
PDS Planning
Ohio
$267K +$34.5K +87 +15%
MA
1255
MJP Associates
Connecticut
$266K +$22.2K +56 +9%
LL
1256
LWMG LLC
Minnesota
$264K +$269K +679 New
WA
1257
WP Advisors
California
$264K -$10.7K -27 -4%
KFS
1258
Kaizen Financial Strategies
California
$263K -$24.6K -62 -8%
JGUA
1259
John G. Ullman & Associates
New York
$263K
SLT
1260
St Louis Trust
Missouri
$262K
GEA
1261
Glen Eagle Advisors
New Jersey
$262K -$7.93K -20 -3%
PFBT
1262
Parkside Financial Bank & Trust
Missouri
$260K +$3.57K +9 +1%
CWM
1263
Concentrum Wealth Management
California
$259K
ICP
1264
Interchange Capital Partners
Pennsylvania
$257K -$47.2K -119 -15%
PFS
1265
Prospera Financial Services
Texas
$256K +$12.3K +31 +5%
AI
1266
Atom Investors
Texas
$255K -$34.9K -88 -12%
PMEF
1267
Point72 Middle East FZE
United Arab Emirates
$255K +$260K +656 New
WWP
1268
WR Wealth Planners
Missouri
$252K +$3.97K +10 +2%
GIA
1269
Guyasuta Investment Advisors
Pennsylvania
$251K +$9.92K +25 +4%
CG
1270
Corundum Group
Colorado
$251K +$21K +53 +9%
HFAS
1271
Hummer Financial Advisory Services
Illinois
$249K
CBFP
1272
Cedar Brook Financial Partners
Ohio
$248K +$2.38K +6 +0.9%
BB
1273
Berkshire Bank
Massachusetts
$248K -$10.7K -27 -4%
IDA
1274
Intelligence Driven Advisers
California
$247K
GA
1275
Geller Advisors
New York
$247K -$159K -400 -39%