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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
4576
Kelly Financial Services
Massachusetts
$282K +$4.47K +6 +2%
SAM
4577
Sequent Asset Management
Texas
$282K +$18.6K +25 +7%
PF
4578
Penney Financial
Texas
$282K +$286K +384 New
MLA
4579
MB, Levis & Associates
Pennsylvania
$281K -$150K -201 -34%
NJBEST
4580
New Jersey Better Educational Savings Trust
New Jersey
$281K – – –
NFG
4581
Northeast Financial Group
Pennsylvania
$279K +$22.3K +30 +9%
NL
4582
NDWM LLC
California
$279K +$744 +1 +0.3%
KFG
4583
Kropog Financial Group
Louisiana
$278K -$5.21K -7 -2%
BAM
4584
Burgundy Asset Management
Ontario, Canada
$277K – – –
TFG
4585
Tull Financial Group
Virginia
$277K +$41.7K +56 +17%
HIW
4586
Holos Integrated Wealth
Pennsylvania
$276K – – –
BP
4587
BWM Planning
Texas
$276K +$35K +47 +14%
FCM
4588
Fogel Capital Management
Florida
$275K – – –
SFG
4589
Shum Financial Group
California
$275K +$279K +375 New
PWA
4590
Providence Wealth Advisors
Illinois
$275K +$19.4K +26 +8%
RLH
4591
RD Lewis Holdings
Florida
$275K +$42.4K +57 +14%
BWG
4592
Berry Wealth Group
Texas
$273K -$1.22M -1,638 -81%
CIEC
4593
Crédit Industriel et Commercial
France
$273K -$445K -598 -62%
AMG
4594
Advisors Management Group
Wisconsin
$273K -$23.1K -31 -8%
SHIM
4595
Stone House Investment Management
Pennsylvania
$273K +$14.9K +20 +6%
CWM
4596
Copia Wealth Management
Oregon
$272K +$139K +187 +102%
RWM
4597
Refined Wealth Management
Utah
$270K – – –
BBWP
4598
Beacon Bridge Wealth Partners
Pennsylvania
$270K +$38.7K +52 +17%
MFT
4599
Moisand Fitzgerald Tamayo
Florida
$269K -$3.72K -5 -1%
MFA
4600
Millington Financial Advisors
Illinois
$269K +$18.6K +25 +7%
182 183
184
185 186