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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
2076
Kelleher Financial Advisors
New York
$49.7K +$50.4K +270 New
IRAG
2077
Investment Research & Advisory Group
Georgia
$47.9K
SWIM
2078
Smallwood Wealth Investment Management
New Jersey
$47.9K +$1.87K +10 +4%
ITIM
2079
Indiana Trust & Investment Management
Indiana
$46.9K
KFI
2080
Key Financial Inc
Pennsylvania
$46.5K
OSNBOA
2081
Old Second National Bank of Aurora
Illinois
$46K
SFCL
2082
Strengthening Families & Communities LLC
Massachusetts
$46K
VFM
2083
Vision Financial Markets
Connecticut
$46K
AWM
2084
Accredited Wealth Management
Kentucky
$46K +$327K +1,750 +700%
AW
2085
Avion Wealth
Texas
$46K -$934 -5 -2%
LAMC
2086
Longview Asset Management (California)
California
$45.1K
BLC
2087
Brown, Lisle/Cummings
Rhode Island
$43.4K
PWMG
2088
Private Wealth Management Group
New Jersey
$43.3K
FIM
2089
FWL Investment Management
Texas
$43.3K -$3.43M -18,360 -99%
AWM
2090
Activest Wealth Management
Florida
$42.3K +$5.6K +30 +15%
AG
2091
AmeriFlex Group
Nevada
$42.3K +$28K +150 +188%
TCM
2092
TruNorth Capital Management
Michigan
$42.3K +$37.4K +200 +667%
PC
2093
Promus Capital
Illinois
$41.4K
AIC
2094
Archer Investment Corporation
Indiana
$40.5K
HHMI
2095
Howard Hughes Medical Institute
Maryland
$40.5K
HFM
2096
Hartford Financial Management
Connecticut
$39.6K
RDFA
2097
Ritter Daniher Financial Advisory
Ohio
$39.6K
CCM
2098
Chilton Capital Management
Texas
$38.7K -$14K -75 -26%
DI
2099
DAGCO Inc
Ohio
$38.7K
OC
2100
Oakworth Capital
Alabama
$37.7K