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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
2301
Kemnay Advisory Services
New York
$141K -$794 -4 -0.9%
AP
2302
Atwood & Palmer
Missouri
$139K – – –
1IA
2303
1620 Investment Advisors
Massachusetts
$138K +$1.59K +8 +2%
IBOK
2304
Independence Bank of Kentucky
Kentucky
$136K -$39.7K -200 -31%
ECM
2305
Estabrook Capital Management
New York
$133K – – –
FFA
2306
Frazier Financial Advisors
Ohio
$128K -$54.6K -275 -39%
HWP
2307
Highline Wealth Partners
California
$128K +$4.76K +24 +6%
JWM
2308
JPL Wealth Management
Colorado
$128K +$2.58K +13 +3%
NFSG
2309
Newbridge Financial Services Group
Florida
$127K +$6.15K +31 +8%
ABWM
2310
Alpine Bank Wealth Management
Colorado
$126K +$83K +418 New
SIC
2311
SJS Investment Consulting
Ohio
$122K -$1.39K -7 -2%
AW
2312
Avion Wealth
Texas
$121K +$12.3K +62 +18%
WTA
2313
Washington Trust Advisors
Massachusetts
$121K -$29.8K -150 -27%
CCWM
2314
Cassaday & Co Wealth Management
Virginia
$121K -$9.93K -50 -11%
AWM
2315
Abound Wealth Management
Tennessee
$119K -$25K -126 -24%
VWA
2316
Valued Wealth Advisors
Utah
$118K +$22.2K +112 +40%
CPG
2317
Cornerstone Planning Group
New Jersey
$118K -$10.1K -51 -9%
TC
2318
Trust Company
Kansas
$118K +$5.96K +30 +8%
FCT
2319
First Community Trust
Iowa
$118K – – –
MAFA
2320
MJT & Associates Financial Advisory
Minnesota
$118K – – –
AWM
2321
Ameliora Wealth Management
Switzerland
$115K -$170K -855 -90%
RDFA
2322
Ritter Daniher Financial Advisory
Ohio
$114K -$20.1K -101 -21%
CTA
2323
Colonial Trust Advisors
South Carolina
$112K +$3.97K +20 +6%
TCM
2324
Triumph Capital Management
Colorado
$110K +$2.98K +15 +4%
NAMP
2325
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$105K +$99.3K +500 New