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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
2976
Annapolis Financial Services
Maryland
$245K -$17.5K -171 -7%
NWM
2977
Northwest Wealth Management
Iowa
$244K +$225K +2,202 New
RF
2978
Rollins Financial
Georgia
$244K +$225K +2,201 New
MWA
2979
MFA Wealth Advisors
Pennsylvania
$244K +$225K +2,200 New
EBWM
2980
Eagle Bluffs Wealth Management
Missouri
$243K +$224K +2,189 New
EWA
2981
Encompass Wealth Advisors
Oregon
$242K +$223K +2,178 New
CWA
2982
Canvas Wealth Advisors
Kansas
$242K +$227K +2,221 New
SIS
2983
Strategic Investment Solutions
Illinois
$241K +$238K +2,330 New
AWS
2984
Arkfeld Wealth Strategies
Nebraska
$240K +$222K +2,170 New
WCA
2985
Waypoint Capital Advisors
Minnesota
$240K +$221K +2,166 New
KIG
2986
Kennedy Investment Group
New Jersey
$240K +$221K +2,164 New
ACM
2987
AUA Capital Management
Pennsylvania
$239K – – –
SRC
2988
Stone Run Capital
New York
$238K +$220K +2,148 New
Cohen & Steers
2989
Cohen & Steers
New York
$238K – – –
SWG
2990
Summit Wealth Group
Vermont
$238K +$219K +2,142 New
AIM
2991
Axiom Investment Management
New York
$238K +$172K +1,685 +367%
DU
2992
Delphia (USA)
Ontario, Canada
$237K +$219K +2,140 New
OHWA
2993
Oak Hill Wealth Advisors
Virginia
$237K +$219K +2,140 New
FWSM
2994
First Wilshire Securities Management
California
$236K +$218K +2,131 New
CW
2995
CIC Wealth
Maryland
$236K +$217K +2,124 New
GAM
2996
Gould Asset Management
California
$236K -$33.6K -329 -13%
BBA
2997
Braun-Bostich & Associates
Pennsylvania
$235K +$217K +2,120 New
KWM
2998
KFG Wealth Management
Indiana
$235K +$217K +2,119 New
JMG Financial Group
2999
JMG Financial Group
Illinois
$234K +$215K +2,105 New
DSAM
3000
Dock Street Asset Management
Florida
$234K +$215K +2,106 New