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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
3176
KPP Advisory Services
Kentucky
$291K +$13.4K +24 +5%
IAG
3177
Investment Advisory Group
Massachusetts
$290K -$55.9K -100 -16%
PS
3178
Portfolio Strategies
New York
$290K – – –
AIA
3179
Accelerate Investment Advisors
California
$290K – – –
GS
3180
GWN Securities
Florida
$289K +$9.5K +17 +3%
BFA
3181
Beacon Financial Advisory
Ohio
$289K -$53.7K -96 -16%
AA
3182
AJ Advisors
Tennessee
$289K – – –
CMF
3183
Counterpoint Mutual Funds
California
$289K -$27.4K -49 -9%
SWM
3184
Shakespeare Wealth Management
Wisconsin
$289K – – –
RFA
3185
Register Financial Advisors
Georgia
$288K – – –
VBA
3186
von Borstel & Associates
Oregon
$287K -$302K -540 -52%
LWMNY
3187
Landmark Wealth Management (New York)
New York
$286K – – –
TWP
3188
Tower Wealth Partners
Pennsylvania
$286K +$73.2K +131 +35%
PWM
3189
Parkway Wealth Management
Texas
$286K +$280K +501 New
DWM
3190
DWR Wealth Management
California
$286K +$277K +495 New
FHB
3191
First Hawaiian Bank
Hawaii
$285K -$354K -634 -56%
LAM
3192
Lountzis Asset Management
Pennsylvania
$285K – – –
MCI
3193
MRP Capital Investments
Georgia
$285K – – –
PCM
3194
PenderFund Capital Management
British Columbia, Canada
$285K – – –
DAM
3195
Doheny Asset Management
California
$285K – – –
AR
3196
Altar Rock
New York
$285K +$279K +499 New
CCG
3197
Catalina Capital Group
California
$284K -$131K -234 -32%
HA
3198
Huntleigh Advisors
Missouri
$284K -$5.03K -9 -2%
RYIA
3199
Roehl & Yi Investment Advisors
Oregon
$283K +$3.91K +7 +1%
EM
3200
ELCO Management
New York
$283K – – –