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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2226
Jackson Wealth Management
Florida
$510K -$11.4K -120 -2%
JAM
2227
JCIC Asset Management
Ontario, Canada
$509K -$11.4K -120 -2%
PSA
2228
Plum Street Advisors
Louisiana
$507K – – –
JWA
2229
JFS Wealth Advisors
Pennsylvania
$507K +$30.4K +320 +6%
CFFP
2230
Center for Financial Planning
Michigan
$506K -$92.2K -970 -15%
AFM
2231
Aspetuck Financial Management
Connecticut
$506K -$14.3K -150 -3%
CAG
2232
Centerpoint Advisory Group
Kansas
$505K +$55.2K +580 +12%
VC
2233
Veracity Capital
Georgia
$505K -$14.3K -150 -3%
KWS
2234
Keystone Wealth Services
California
$505K +$84.6K +890 +20%
GWM
2235
Greenwich Wealth Management
Connecticut
$505K -$107K -1,120 -17%
AGC
2236
Aspen Grove Capital
Colorado
$504K +$21.9K +230 +4%
FFB
2237
First Financial Bankshares
Texas
$504K -$11.4K -120 -2%
FDCP
2238
Foster Dykema Cabot & Partners
Massachusetts
$504K – – –
NB
2239
Nicolet Bankshares
Wisconsin
$504K – – –
EC
2240
EdgeRock Capital
Colorado
$504K +$12.4K +130 +2%
EMCIP
2241
Ewing Morris & Co Investment Partners
Ontario, Canada
$501K +$388K +4,080 New
CAM
2242
Cidel Asset Management
Ontario, Canada
$501K +$62.8K +660 +14%
MLFP
2243
MPS Loria Financial Planners
Illinois
$500K -$176K -1,850 -26%
WA
2244
Whipplewood Advisors
Colorado
$500K -$18.1K -190 -4%
SWP
2245
Summit Wealth Partners
Florida
$500K – – –
BFA
2246
Bill Few Associates
Pennsylvania
$500K +$6.66K +70 +1%
BTD
2247
BankPlus Trust Department
Mississippi
$500K +$80.8K +850 +19%
KFS
2248
Kaizen Financial Strategies
California
$498K +$26.6K +280 +6%
CWA
2249
Consilium Wealth Advisory
Texas
$498K +$508K +5,340 New
USWIA
2250
UP Strategic Wealth Investment Advisors
Pennsylvania
$497K +$79.9K +840 +19%
88 89
90
91 92