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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
4651
Kelly Financial Services
Massachusetts
$285K +$70.3K +115 +29%
NECFA
4652
New England Capital Financial Advisors
Connecticut
$285K – – –
EI
4653
EDMP Inc
Florida
$284K +$5.5K +9 +2%
BDFN
4654
Bond & Devick Financial Network
Minnesota
$284K -$18.3K -30 -6%
TWM
4655
TriaGen Wealth Management
California
$284K -$3.67K -6 -1%
AWA
4656
Alaska Wealth Advisors
Alaska
$284K +$15.3K +25 +5%
VCM
4657
Verde Capital Management
Michigan
$284K +$27.5K +45 +10%
SWM
4658
Sherman Wealth Management
Maryland
$284K +$6.73K +11 +2%
AFA
4659
Arlington Financial Advisors
California
$283K -$10.4K -17 -3%
RFG
4660
RFP Financial Group
Georgia
$282K +$306K +501 New
ACM
4661
Ayrshire Capital Management
Connecticut
$282K – – –
FG
4662
Formula Growth
Quebec, Canada
$282K – – –
LCM
4663
Lunt Capital Management
Utah
$282K – – –
BI
4664
Bramshill Investments
Florida
$282K +$306K +500 New
OA
4665
Oceanside Advisors
South Carolina
$282K +$306K +500 New
CLIP
4666
Colter Lewis Investment Partners
Connecticut
$281K +$74.6K +122 +32%
PWM
4667
Provident Wealth Management
Tennessee
$279K +$4.89K +8 +2%
1NWS
4668
1 North Wealth Services
Maryland
$279K +$6.12K +10 +2%
HTWM
4669
Hartmann Taylor Wealth Management
Texas
$279K – – –
SNBOSD
4670
Security National Bank of So Dak
Iowa
$278K -$160K -261 -35%
NAMM
4671
NorthStar Asset Management (Massachusetts)
Massachusetts
$278K -$78.3K -128 -21%
DWM
4672
DeLarme Wealth Management
California
$278K +$39.7K +65 +15%
RS
4673
Retirement Solution
Washington
$278K +$67.3K +110 +29%
LFA
4674
LifeGuide Financial Advisors
Pennsylvania
$277K +$11.6K +19 +4%
AIA
4675
Alternative Investment Advisors
Florida
$276K +$9.78K +16 +3%