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Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
3501
Key Financial Inc
Pennsylvania
$749K +$9.98K +17 +1%
DAM
3502
Doheny Asset Management
California
$747K – – –
FWM
3503
FMB Wealth Management
California
$745K -$4.11K -7 -0.5%
IWS
3504
Integrity Wealth Solutions
Colorado
$745K +$204K +347 +38%
LGW
3505
Leslie Global Wealth
Illinois
$744K +$4.11K +7 +0.6%
KBFS
3506
Kohmann Bosshard Financial Services
Ohio
$742K +$7.63K +13 +1%
MFG
3507
Monte Financial Group
Connecticut
$739K +$2.94K +5 +0.4%
CIEP
3508
Constellation Investimentos e Participacoes
Brazil
$738K -$17.6K -30 -2%
JAG
3509
Journey Advisory Group
Kentucky
$736K – – –
BWA
3510
BlueChip Wealth Advisors
Georgia
$734K -$299K -509 -29%
SP
3511
Successful Portfolios
Florida
$734K +$1.17K +2 +0.2%
CWR
3512
Chico Wealth RIA
California
$733K -$2.35K -4 -0.3%
EWA
3513
Emergent Wealth Advisors
New York
$733K +$17.6K +30 +2%
CM
3514
Capula Management
Cayman Islands
$732K +$623K +1,061 +558%
IIA
3515
ICW Investment Advisors
Arizona
$731K +$58.7K +100 +9%
FA
3516
Fedenia Advisers
Wisconsin
$731K +$733K +1,248 New
4A
3517
4Wealth Advisors
Illinois
$730K +$732K +1,247 New
CAM
3518
Chesapeake Asset Management
New York
$730K +$2.94K +5 +0.4%
NRI
3519
NFP Retirement Inc
California
$727K -$2.94K -5 -0.4%
TSW
3520
Three Seasons Wealth
Utah
$725K -$120K -204 -14%
AIM
3521
Alhambra Investment Management
Florida
$725K +$93.9K +160 +15%
TA
3522
TKG Advisors
Indiana
$725K -$26.4K -45 -4%
EP
3523
EPIQ Partners
Minnesota
$722K -$117K -200 -14%
BWM
3524
Brickley Wealth Management
California
$722K -$7.04K -12 -1%
VC
3525
Veery Capital
Delaware
$720K +$24.1K +41 +3%
139 140
141
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