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KBH

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
351
Larson Financial Group
Missouri
$1.75K -$4.32K -83 -75%
PWMG
352
Private Wealth Management Group
New Jersey
$1.75K -$104 -2 -7%
MAM
353
Marquette Asset Management
Minnesota
$1.75K +$1.46K +28 New
W
354
WealthCollab
Washington
$1.5K – – –
FFO
355
Fortitude Family Office
Arizona
$1.5K -$1.4K -27 -53%
AG
356
AmeriFlex Group
Nevada
$1.19K +$832 +16 +533%
VWA
357
Valued Wealth Advisors
Utah
$1.13K +$936 +18 New
APFP
358
Action Point Financial Planning
Michigan
$1.13K +$1.04K +20 New
IAIM
359
International Assets Investment Management
Florida
$1.09K +$936 +18 New
CAL
360
Capital Advisors Ltd
Ohio
$1K – – –
AW
361
Avion Wealth
Texas
$1K +$312 +6 +43%
CA
362
CoreCap Advisors
Michigan
$876 +$728 +14 New
PWA
363
Physician Wealth Advisors
Utah
$752 +$624 +12 New
TFA
364
Transamerica Financial Advisors
Florida
$751 -$312 -6 -33%
BWL
365
Bogart Wealth LLC
Virginia
$751 +$624 +12 New
CA
366
Continuum Advisory
Idaho
$751 +$624 +12 New
DPW
367
DiNuzzo Private Wealth
Pennsylvania
$689 -$208 -4 -27%
MMCM
368
Murphy & Mullick Capital Management
New York
$626 – – –
SS
369
SBI Securities
Japan
$626 – – –
IA
370
IFG Advisory
Georgia
$626 +$520 +10 New
QC
371
Quent Capital
New York
$563 -$3.59K -69 -88%
BGAI
372
Bruce G. Allen Investments
Colorado
$563 +$312 +6 +200%
CIAM
373
Caitong International Asset Management
Hong Kong
$438 -$416 -8 -53%
TPCW
374
TD Private Client Wealth
New York
$438 – – –
SGFG
375
Silver Grove Financial Group
New York
$125 +$104 +2 New
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15
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