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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2401
SJS Investment Consulting
Ohio
$217K +$68.7K +191 +46%
WMA
2402
West Michigan Advisors
Michigan
$217K +$218K +607 New
RTC
2403
Riverview Trust Company
Washington
$217K +$219K +608 New
IBOK
2404
Independence Bank of Kentucky
Kentucky
$215K -$19.8K -55 -8%
FZCM
2405
Flynn Zito Capital Management
New York
$215K – – –
CA
2406
Crewe Advisors
Utah
$215K +$7.19K +20 +3%
KPWG
2407
KFA Private Wealth Group
Virginia
$215K +$9.35K +26 +5%
FFW
2408
Fusion Family Wealth
New York
$215K +$216K +602 New
AWA
2409
AmeriServ Wealth Advisors
Pennsylvania
$214K – – –
HCM
2410
Heathbridge Capital Management
Ontario, Canada
$214K – – –
HA
2411
Hofer & Associates
California
$214K – – –
RDIA
2412
RE Dickinson Investment Advisors
Iowa
$214K – – –
HW
2413
Hamilton Wealth
California
$214K +$1.08K +3 +0.5%
AR
2414
Apeiron RIA
Texas
$213K -$7.91K -22 -3%
FAFN
2415
First Affirmative Financial Network
Colorado
$211K +$212K +590 New
IF
2416
Insight Folios
North Carolina
$210K -$12.6K -35 -6%
SIAG
2417
Safeguard Investment Advisory Group
California
$210K +$211K +588 New
NPF
2418
Norris Perne & French
Michigan
$209K – – –
BCM
2419
BTR Capital Management
California
$208K -$3.23K -9 -2%
PWA
2420
Peterson Wealth Advisors
Utah
$208K – – –
NFG
2421
Nadler Financial Group
Illinois
$207K +$1.44K +4 +0.7%
LG
2422
LaFleur & Godfrey
Michigan
$207K +$209K +580 New
IA
2423
IFG Advisory
Georgia
$206K -$3.23K -9 -2%
ETIA
2424
Epic Trust Investment Advisors
Washington
$206K – – –
CWM
2425
Connecticut Wealth Management
Connecticut
$206K +$207K +576 New