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KMX

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
526
Baker Tilly Wealth Management
Wisconsin
$289K +$61.5K +778 +26%
AFG
527
Allegheny Financial Group
Pennsylvania
$284K +$6.09K +77 +2%
AFG
528
Atomi Financial Group
New York
$279K +$61.2K +774 +27%
RG
529
Rathbones Group
United Kingdom
$279K – – –
SWM
530
Segment Wealth Management
Texas
$278K – – –
CA
531
Continuum Advisory
Idaho
$276K +$37.6K +476 +16%
THCM
532
Taylor Hoffman Capital Management
Virginia
$271K +$296K +3,746 New
MA
533
Mezzasalma Advisors
New Jersey
$269K +$16.4K +208 +6%
BFM
534
Boothbay Fund Management
New York
$268K +$274K +3,465 New
MHIC
535
Marble Harbor Investment Counsel
Massachusetts
$268K – – –
KC
536
Kinloch Capital
Virginia
$267K – – –
MGWM
537
Marks Group Wealth Management
Minnesota
$266K -$13.3K -168 -5%
AWA
538
Arete Wealth Advisors
Illinois
$266K +$11.2K +141 +4%
CWS
539
Cypress Wealth Services
California
$266K +$949 +12 +0.4%
DFCM
540
Dark Forest Capital Management
Puerto Rico
$265K +$271K +3,423 New
AWAP
541
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$265K +$10.2K +129 +4%
IIM
542
INTECH Investment Management
Florida
$264K -$221K -2,792 -45%
BMCM
543
Bryn Mawr Capital Management
Pennsylvania
$263K – – –
FFM
544
Forum Financial Management
Illinois
$260K +$158 +2 +0.1%
MAM
545
Milestone Asset Management
Pennsylvania
$260K +$8.54K +108 +3%
VI
546
Vestcor Inc
New Brunswick, Canada
$258K +$93.4K +1,181 +55%
SAM
547
Shell Asset Management
Netherlands
$255K +$261K +3,295 New
SAM
548
Summit Asset Management
Tennessee
$254K – – –
VCM
549
Virtue Capital Management
Tennessee
$253K +$633 +8 +0.2%
PA
550
Profund Advisors
Maryland
$249K +$17.2K +218 +7%
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