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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
3151
Kelly Financial Services
Massachusetts
$154K -$3.6K -10 -2%
CFFP
3152
Center for Financial Planning
Michigan
$150K -$13.3K -37 -8%
HWM
3153
HighMark Wealth Management
Minnesota
$146K -$1.44K -4 -0.9%
BMD
3154
Better Money Decisions
New Mexico
$145K
TC
3155
Trust Company
Kansas
$144K
LJHT
3156
Laurie J. Hall Trustee
$143K
PWA
3157
Phoenix Wealth Advisors
North Carolina
$141K
COCM
3158
Charter Oak Capital Management
New Hampshire
$139K
CWA
3159
Clearview Wealth Advisors
Oregon
$138K
BA
3160
Bellwether Advisors
Nebraska
$138K +$107K +297 +270%
IPW
3161
IronBridge Private Wealth
Texas
$136K
BAM
3162
Bellevue Asset Management
Washington
$134K
CFA
3163
Cahill Financial Advisors
Minnesota
$134K +$142K +394 New
WR
3164
WD Rutherford
Oregon
$132K
MFT
3165
Moisand Fitzgerald Tamayo
Florida
$126K
GLLW
3166
Graves Light Lenhart Wealth
Virginia
$125K +$10.8K +30 +9%
CBT
3167
CoreFirst Bank & Trust
Kansas
$120K
CMA
3168
Cedar Mountain Advisors
Oregon
$119K +$15.5K +43 +14%
SC
3169
Saban Cheryl
$117K
ECM
3170
Estabrook Capital Management
New York
$115K +$36K +100 +42%
DWA
3171
Delos Wealth Advisors
Texas
$111K -$63K -175 -35%
SA
3172
SRH Advisors
Kansas
$107K
LWA
3173
Lowe Wealth Advisors
Maryland
$106K
HSA
3174
Hussman Strategic Advisors
Maryland
$105K -$112K -310 -50%
MFA
3175
McClarren Financial Advisors
Pennsylvania
$104K