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Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
4601
NBZ Investment Advisors
Tennessee
$292K – – –
AWM
4602
Altus Wealth Management
Kentucky
$292K -$48.9K -80 -13%
SCI
4603
Silver Coast Investments
United States
$291K -$47.1K -77 -13%
DP
4604
Denver PWM
Colorado
$291K -$45.3K -74 -13%
GAM
4605
GEM Asset Management
Michigan
$291K +$11K +18 +4%
SIAM
4606
Sterling Investment Advisors (Missouri)
Missouri
$290K – – –
HIW
4607
Holos Integrated Wealth
Pennsylvania
$290K – – –
RPGNY
4608
Retirement Planning Group (New York)
New York
$290K – – –
BPW
4609
BLVD Private Wealth
Kentucky
$290K -$82.5K -135 -21%
WFL
4610
Wealth Forward LLC
North Dakota
$290K +$11K +18 +4%
LA
4611
Layline Advisors
New York
$289K +$314K +513 New
IWM
4612
Integris Wealth Management
California
$288K +$313K +512 New
MJFG
4613
Mars Jewett Financial Group
Washington
$288K +$96.6K +158 +45%
SPWM
4614
Straight Path Wealth Management
Michigan
$288K – – –
KWA
4615
Kellett Wealth Advisors
Ohio
$287K +$35.5K +58 +13%
RA
4616
Resolute Advisors
California
$287K -$810K -1,325 -72%
DWS
4617
Dynamic Wealth Strategies
California
$287K -$33K -54 -10%
ARA
4618
Approach Retirement Advisors
Alabama
$286K -$11.6K -19 -4%
FDDB
4619
Fidelity D&D Bancorp
Pennsylvania
$286K +$75.8K +124 +32%
JCM
4620
JAT Capital Management
Connecticut
$286K -$13.2M -21,600 -98%
HFW
4621
Horizon Family Wealth
Illinois
$285K -$3.06K -5 -1%
KFS
4622
Kelly Financial Services
Massachusetts
$285K +$70.3K +115 +29%
NECFA
4623
New England Capital Financial Advisors
Connecticut
$285K – – –
EI
4624
EDMP Inc
Florida
$284K +$5.5K +9 +2%
BDFN
4625
Bond & Devick Financial Network
Minnesota
$284K -$18.3K -30 -6%
183 184
185
186 187