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Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2576
Kennedy Investment Group
New Jersey
$2.03M +$481K +820 +31%
QFA
2577
Quantum Financial Advisors
California
$2.03M – – –
JWCA
2578
J.W. Coons Advisors
Ohio
$2.03M – – –
FWM
2579
Fortress Wealth Management
California
$2.02M -$42.3K -72 -2%
PWM
2580
Pines Wealth Management
North Carolina
$2.02M +$1.93M +3,287 New
AWM
2581
Absher Wealth Management
North Carolina
$2.02M +$587 +1 +0%
YCM
2582
Yost Capital Management
Texas
$2.02M – – –
DAM
2583
Delta Asset Management
Tennessee
$2.02M -$3.52K -6 -0.2%
TWP
2584
Triad Wealth Partners
Kansas
$2.02M +$2.02M +3,443 New
PBO
2585
Peoples Bank (Ohio)
Ohio
$2.02M -$435K -741 -18%
HCM
2586
Hall Capital Management
Rhode Island
$2.01M +$2.02M +3,436 New
AC
2587
ASB Consultores
Florida
$2.01M -$19.4K -33 -1%
ADMI
2588
Albert D. Mason Inc
Massachusetts
$2.01M -$7.04K -12 -0.3%
CQWA
2589
Chokshi & Queen Wealth Advisors
California
$2.01M +$2.01M +3,426 New
LWM
2590
Lodestone Wealth Management
Washington
$2.01M +$2.01M +3,426 New
MAM
2591
Madison Asset Management
Wisconsin
$2.01M – – –
MIA
2592
Madison Investment Advisors
Wisconsin
$2.01M +$2.01M +3,425 New
SIG
2593
Sargent Investment Group
Maryland
$2M +$750K +1,278 +63%
LCWM
2594
Legacy Capital Wealth Management
Texas
$2M +$2.01M +3,418 New
CJ
2595
Caitlin John
Michigan
$2M +$41.1K +70 +2%
HAM
2596
Hickory Asset Management
Ohio
$2M +$2M +3,410 New
MBT
2597
Montecito Bank & Trust
California
$2M -$14.1K -24 -0.7%
PWM
2598
Prosperity Wealth Management
California
$1.99M +$134K +228 +7%
AIM
2599
Arcadia Investment Management
Michigan
$1.99M +$318K +541 +19%
BL
2600
Balentine LLC
Georgia
$1.99M -$3.03M -5,162 -60%
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