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Name Holding Trade Value Shares
Change 		Change in
Stake
IJWM
4476
Inman Jager Wealth Management
Mississippi
$323K +$33.5K +45 +11%
AFG
4477
Altiora Financial Group
Ohio
$323K -$1.49K -2 -0.5%
RSA
4478
River Street Advisors
Illinois
$322K – – –
BIM
4479
Breakwater Investment Management
Washington
$322K +$12.7K +17 +4%
KWA
4480
Kellett Wealth Advisors
Ohio
$321K +$2.23K +3 +0.7%
CP
4481
Capital Planning
Washington
$320K – – –
PC
4482
Port Capital
Illinois
$320K -$16.4K -22 -5%
RPGNY
4483
Retirement Planning Group (New York)
New York
$320K +$324K +435 New
LMKC
4484
L.M. Kohn & Company
Ohio
$319K -$1.73M -2,330 -84%
LRWA
4485
Long Run Wealth Advisors
New York
$318K – – –
ITC
4486
Inspire Trust Company
Nevada
$317K – – –
LC
4487
Lavaca Capital
Texas
$317K – – –
AIM
4488
Aspen Investment Management
Michigan
$317K +$321K +431 New
FC
4489
Fulcrum Capital
Washington
$317K – – –
AFM
4490
Armstrong Fleming & Moore
District of Columbia
$316K +$14.9K +20 +5%
HCM
4491
Hutchinson Capital Management
California
$315K +$2.98K +4 +0.9%
FIM
4492
Freedom Investment Management
Connecticut
$315K -$7.16M -9,619 -96%
UIM
4493
Unified Investment Management
Georgia
$314K – – –
PH
4494
Pinnacle Holdings
Oklahoma
$314K +$319K +428 New
PA
4495
PharVision Advisers
Florida
$314K -$310K -416 -49%
AOWM
4496
Alpha Omega Wealth Management
Virginia
$314K -$1.49K -2 -0.5%
EF
4497
Exeter Financial
Arizona
$314K – – –
W
4498
WPWealth
Texas
$314K +$17.9K +24 +6%
TWA
4499
Trace Wealth Advisors
California
$314K +$318K +427 New
MSWM
4500
Master's Wealth Management
Pennsylvania
$313K +$317K +426 New
178 179
180
181 182