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KMX

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
501
Action Point Financial Planning
Michigan
$2.43K +$2K +46 New
CH
502
Cromwell Holdings
Wyoming
$2.27K +$653 +15 +54%
FNWA
503
Financial Network Wealth Advisors
Utah
$2.22K +$479 +11 +35%
OAJ
504
Ogorek Anthony Joseph
New York
$2K -$1.96K -45 -54%
RWM
505
Raffa Wealth Management
District of Columbia
$1.96K -$653 -15 -29%
SGFG
506
Silver Grove Financial Group
New York
$1.96K +$1.61K +37 New
LI
507
LRI Investments
Florida
$1.9K +$218 +5 +16%
SWM
508
Spire Wealth Management
Virginia
$1.9K +$1.57K +36 New
PMFA
509
Plante Moran Financial Advisors
Michigan
$1.85K +$1.52K +35 New
NWS
510
Nvest Wealth Strategies
Ohio
$1.75K – – –
CWA
511
Carolina Wealth Advisors
South Carolina
$1.75K – – –
PWM
512
Proathlete Wealth Management
Florida
$1.75K – – –
MCM
513
Manchester Capital Management
Vermont
$1.69K – – –
NB
514
NBT Bank
New York
$1.64K – – –
MP
515
McDonald Partners
Ohio
$1.59K +$1.31K +30 New
HI
516
Horizon Investments
North Carolina
$1.53K -$1.61K -37 -56%
MCM
517
MV Capital Management
Maryland
$1.53K -$44 -1 -3%
BIA
518
Bell Investment Advisors
California
$1.53K – – –
TFA
519
Transamerica Financial Advisors
Florida
$1.53K +$653 +15 +107%
FC
520
Financial Consulate
Maryland
$1.48K +$44 +1 +4%
NWMP
521
Noble Wealth Management PBC
Colorado
$1.48K +$1.22K +28 New
AW
522
Ankerstar Wealth
Texas
$1.43K – – –
CMA
523
Cedar Mountain Advisors
Oregon
$1.43K – – –
GWM
524
Gilpin Wealth Management
Colorado
$1.16K -$146K -3,347 -99%
RWM
525
Rialto Wealth Management
New York
$1.16K +$957 +22 New
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