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Knife River
KNF

Name Holding Trade Value Shares
Change 		Change in
Stake
APFP
351
Action Point Financial Planning
Michigan
$3.35K +$3.47K +42 New
KFAS
352
Keating Financial Advisory Services
Kansas
$3.1K +$496 +6 +19%
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$2.84K – – –
FFO
354
Fortitude Family Office
Arizona
$2.84K +$165 +2 +6%
GRP
355
Global Retirement Partners
California
$2.26K +$2.23K +27 New
BIA
356
Bell Investment Advisors
California
$1.34K -$331 -4 -20%
CCMI
357
Creative Capital Management Investments
California
$1.34K +$1.32K +16 New
GEA
358
Glen Eagle Advisors
New Jersey
$1.25K – – –
SIM
359
Synergy Investment Management
Florida
$1.25K – – –
CT
360
Clearstead Trust
Maine
$1.17K -$1.24K -15 -52%
RF
361
Rossby Financial
Florida
$1.17K -$2.07K -25 -64%
SEP
362
Signature Equity Partners
Ohio
$1.09K – – –
SGFG
363
Silver Grove Financial Group
New York
$1K +$992 +12 New
CI
364
CX Institutional
Indiana
$1K – – –
BIM
365
Breakwater Investment Management
Washington
$921 +$909 +11 New
WA
366
Westfuller Advisors
New York
$918 – – –
CFM
367
Cornerstone Financial Management
Massachusetts
$837 – – –
PWMG
368
Prestige Wealth Management Group
New Jersey
$837 – – –
SIC
369
SJS Investment Consulting
Ohio
$837 +$331 +4 +67%
MFS
370
Montgomery Financial Services
Maryland
$837 +$827 +10 New
CFD
371
Creative Financial Designs
Indiana
$753 – – –
BHWM
372
Bay Harbor Wealth Management
Maryland
$753 +$83 +1 +13%
RWM
373
Rialto Wealth Management
New York
$753 +$165 +2 +29%
MCM
374
MV Capital Management
Maryland
$753 +$744 +9 New
DPW
375
DiNuzzo Private Wealth
Pennsylvania
$670 -$83 -1 -11%
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