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Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
1101
Keystone Financial Group (Kentucky)
Kentucky
$347K +$13.5K +210 +4%
IPW
1102
Impact Partnership Wealth
Georgia
$345K +$290K +4,520 +1,076%
AC
1103
Allstate Corporation
Illinois
$344K -$1.28K -20 -0.4%
PIM
1104
Paradice Investment Management
Colorado
$343K +$64.9K +1,010 +26%
NF
1105
Nikulski Financial
Iowa
$342K +$16.1K +250 +5%
TA
1106
TruWealth Advisors
Louisiana
$340K – – –
WWM
1107
Wolff Wiese Magana
California
$340K -$16.7K -260 -5%
FL
1108
Fort LP
Maryland
$340K -$50.7K -790 -14%
CBA
1109
Coastal Bridge Advisors
Connecticut
$340K – – –
PCP
1110
Proficio Capital Partners
Massachusetts
$339K +$7.06K +110 +2%
MCM
1111
Monument Capital Management
Virginia
$338K +$18K +280 +6%
AIM
1112
AHL Investment Management
Florida
$336K – – –
BHWM
1113
Bar Harbor Wealth Management
New Hampshire
$335K – – –
SIA
1114
Sit Investment Associates
Minnesota
$332K -$9.63K -150 -3%
WF
1115
Welch & Forbes
Massachusetts
$328K -$4.5K -70 -1%
PP
1116
PDS Planning
Ohio
$328K +$4.5K +70 +2%
NG
1117
Norden Group
Utah
$327K +$49.5K +770 +20%
CCA
1118
Childress Capital Advisors
Texas
$326K -$14.8K -230 -5%
BCM
1119
Brookstone Capital Management
Illinois
$326K +$59.1K +920 +25%
CM
1120
Capula Management
Cayman Islands
$324K +$286K +4,460 +2,478%
DWA
1121
Delap Wealth Advisory
Oregon
$323K +$297K +4,620 New
FFA
1122
Farther Finance Advisors
California
$322K +$19.9K +310 +7%
BAM
1123
BOS Asset Management
Illinois
$321K +$295K +4,590 New
JSW
1124
Journey Strategic Wealth
New Jersey
$320K -$6.42K -100 -2%
CAIMH
1125
Central Asset Investments & Management Holdings
Hong Kong
$320K -$421K -6,550 -59%