Name Holding Trade Value Shares
Change
Change in
Stake
AFC
1351
AFT Forsyth & Company
Florida
$445K – – –
RFA
1352
Register Financial Advisors
Georgia
$445K +$294 +2 +0.1%
HCM
1353
Howard Capital Management
Georgia
$444K -$62.1K -423 -12%
AWA
1354
Aaron Wealth Advisors
Illinois
$444K +$27.9K +190 +7%
MWM
1355
Mission Wealth Management
California
$444K -$14.7K -100 -3%
NS
1356
NBC Securities
Alabama
$444K +$444K +3,023 +151,150%
KFI
1357
Key Financial Inc
Pennsylvania
$444K – – –
DO
1358
denkapparat Operations
Germany
$443K -$111K -754 -20%
SPWM
1359
Straight Path Wealth Management
Michigan
$441K -$1.03M -7,000 -70%
TSW
1360
Thompson Siegel & Walmsley
Virginia
$440K -$6.17K -42 -1%
PFSC
1361
Peoples Financial Services Corp
Pennsylvania
$440K – – –
CPSAC
1362
Chas P. Smith & Associates (CPS)
Florida
$440K -$12K -82 -3%
IIC
1363
Integrated Investment Consultants
Michigan
$439K +$439K +2,990 New
MKA
1364
M. Kulyk & Associates
Georgia
$438K – – –
CIC
1365
Crawford Investment Counsel
Georgia
$437K -$66.1K -450 -13%
IF
1366
Intrua Financial
Texas
$437K -$153K -1,044 -26%
BSB
1367
Bangor Savings Bank
Maine
$436K -$45K -306 -9%
WI
1368
Wedgewood Investors
Pennsylvania
$436K +$17.2K +117 +4%
ERWM
1369
Elk River Wealth Management
Colorado
$435K -$8.38K -57 -2%
HPIA
1370
Hamilton Point Investment Advisors
North Carolina
$433K – – –
MSWM
1371
McGlone Suttner Wealth Management
Wisconsin
$433K +$35K +238 +9%
NI
1372
NCP Inc
California
$433K -$25.7K -175 -6%
CAM
1373
Clarity Asset Management
Iowa
$432K +$147 +1 +0%
CYG
1374
Clean Yield Group
Vermont
$432K +$5.58K +38 +1%
IC
1375
Iconiq Capital
California
$432K +$30.4K +207 +8%