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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
4476
Altiora Financial Group
Ohio
$323K -$1.49K -2 -0.5%
RSA
4477
River Street Advisors
Illinois
$322K – – –
BIM
4478
Breakwater Investment Management
Washington
$322K +$12.7K +17 +4%
KWA
4479
Kellett Wealth Advisors
Ohio
$321K +$2.23K +3 +0.7%
CP
4480
Capital Planning
Washington
$320K – – –
PC
4481
Port Capital
Illinois
$320K -$16.4K -22 -5%
RPGNY
4482
Retirement Planning Group (New York)
New York
$320K +$324K +435 New
LMKC
4483
L.M. Kohn & Company
Ohio
$319K -$1.73M -2,330 -84%
LRWA
4484
Long Run Wealth Advisors
New York
$318K – – –
ITC
4485
Inspire Trust Company
Nevada
$317K – – –
LC
4486
Lavaca Capital
Texas
$317K – – –
AIM
4487
Aspen Investment Management
Michigan
$317K +$321K +431 New
FC
4488
Fulcrum Capital
Washington
$317K – – –
AFM
4489
Armstrong Fleming & Moore
District of Columbia
$316K +$14.9K +20 +5%
HCM
4490
Hutchinson Capital Management
California
$315K +$2.98K +4 +0.9%
FIM
4491
Freedom Investment Management
Connecticut
$315K -$7.16M -9,619 -96%
UIM
4492
Unified Investment Management
Georgia
$314K – – –
PH
4493
Pinnacle Holdings
Oklahoma
$314K +$319K +428 New
PA
4494
PharVision Advisers
Florida
$314K -$310K -416 -49%
AOWM
4495
Alpha Omega Wealth Management
Virginia
$314K -$1.49K -2 -0.5%
EF
4496
Exeter Financial
Arizona
$314K – – –
W
4497
WPWealth
Texas
$314K +$17.9K +24 +6%
TWA
4498
Trace Wealth Advisors
California
$314K +$318K +427 New
MSWM
4499
Master's Wealth Management
Pennsylvania
$313K +$317K +426 New
CPSAC
4500
Chas P. Smith & Associates (CPS)
Florida
$313K -$1.46M -1,964 -82%
178 179
180
181 182