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Name Holding Trade Value Shares
Change
Change in
Stake
KG
2051
Kilter Group
New York
$31.1K +$12.2K +123 +65%
HWA
2052
HHM Wealth Advisors
Tennessee
$30.2K +$22.2K +224 +280%
HB
2053
Horizon Bancorp
Indiana
$30K – – –
MAM
2054
Marquette Asset Management
Minnesota
$29.9K +$12.8K +129 +75%
MCI
2055
MRP Capital Investments
Georgia
$29.8K +$29.7K +300 New
TSMHT
2056
Thurston Springer Miller Herd & Titak
Indiana
$29.5K +$7.62K +77 +35%
DCM
2057
Disciplina Capital Management
Tennessee
$29.3K -$6.44K -65 -18%
HWA
2058
Heritage Wealth Advisors
Virginia
$29.1K +$16.6K +168 +134%
GA
2059
GoalVest Advisory
New York
$28.8K – – –
HNW
2060
High Note Wealth
Minnesota
$27.3K +$495 +5 +2%
IAS
2061
IMA Advisory Services
Colorado
$26.8K +$22.8K +230 +575%
CFFP
2062
Center for Financial Planning
Michigan
$26.3K – – –
PWM
2063
Proathlete Wealth Management
Florida
$26K – – –
ITIM
2064
Indiana Trust & Investment Management
Indiana
$25.3K – – –
HWP
2065
Highline Wealth Partners
California
$25.2K -$183K -1,847 -88%
CFM
2066
Cornerstone Financial Management
Massachusetts
$25.2K +$10.6K +107 +73%
BWM
2067
Bernard Wealth Management
Michigan
$24.8K – – –
OSNBOA
2068
Old Second National Bank of Aurora
Illinois
$24.8K – – –
RAM
2069
Ramirez Asset Management
New York
$24.8K – – –
SIS
2070
Strategic Investment Solutions
Illinois
$24.8K – – –
CA
2071
Crewe Advisors
Utah
$24.8K +$8.12K +82 +49%
FCMT
2072
Founders Capital Management (Texas)
Texas
$23.9K +$14K +141 +141%
KFI
2073
Key Financial Inc
Pennsylvania
$23.8K -$3.46K -35 -13%
KAS
2074
Kemnay Advisory Services
New York
$23.6K -$10.8K -109 -31%
AIM
2075
Axiom Investment Management
New York
$23.1K – – –