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Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
1876
Kohmann Bosshard Financial Services
Ohio
$262K – – –
SPC
1877
Stewart & Patten Company
California
$262K – – –
KWMG
1878
King Wealth Management Group
Florida
$262K +$118 +1 +0%
HP
1879
HT Partners
Connecticut
$262K +$710 +6 +0.2%
IFG
1880
Independent Financial Group
California
$261K -$182K -1,536 -38%
MA
1881
MJP Associates
Connecticut
$261K +$9.82K +83 +3%
TWM
1882
TriaGen Wealth Management
California
$259K +$84.9K +718 +39%
SWA
1883
Sutton Wealth Advisors
Florida
$258K +$6.5K +55 +2%
SG
1884
Swarthmore Group
Pennsylvania
$258K -$4.73M -39,981 -94%
LWP
1885
Legacy Wealth Planning
Nevada
$258K +$4.38K +37 +1%
JF
1886
JSF Financial
California
$258K +$19.4K +164 +7%
SDWMA
1887
Schneider Downs Wealth Management Advisors
Pennsylvania
$257K -$8.28K -70 -3%
Pacer Advisors
1888
Pacer Advisors
Pennsylvania
$256K -$7.81M -66,010 -96%
EL
1889
ERN LLC
Delaware
$256K +$296K +2,500 New
AWA
1890
AmeriServ Wealth Advisors
Pennsylvania
$255K -$763K -6,451 -72%
TIA
1891
Tiemann Investment Advisors
California
$255K -$55K -465 -16%
AMC
1892
Asset Management Corp
Illinois
$255K +$118 +1 +0%
HC
1893
Hendley & Co
Ohio
$254K – – –
AWA
1894
Aaron Wealth Advisors
Illinois
$254K +$122K +1,030 +70%
KJHP
1895
K.J. Harrison & Partners
Ontario, Canada
$254K +$294K +2,485 New
ISL
1896
Ingalls & Snyder LLC
New York
$253K -$243K -2,053 -45%
CIP
1897
Convergence Investment Partners
Florida
$252K -$5.2K -44 -2%
T
1898
TCWP
Ohio
$252K -$591 -5 -0.2%
FFL
1899
Future Fund LLC
Illinois
$251K -$20.6K -174 -7%
SWM
1900
Stockman Wealth Management
Montana
$251K -$19.9K -168 -6%