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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2526
Kaizen Financial Strategies
California
$9.97M -$309K -1,503 -3%
MWA
2527
MFA Wealth Advisors
Pennsylvania
$9.95M -$706K -3,432 -6%
FDW
2528
Fourth Dimension Wealth
Ohio
$9.94M +$428K +2,084 +4%
AFG
2529
ABLE Financial Group
Arizona
$9.94M +$1.58M +7,661 +18%
WDG
2530
Wealth Dimensions Group
Ohio
$9.93M -$50.2K -244 -0.5%
TWM
2531
TriaGen Wealth Management
California
$9.92M +$1.94M +9,412 +23%
KC
2532
Knuff & Co
California
$9.91M +$1.88M +9,120 +23%
ONST
2533
Old North State Trust
North Carolina
$9.89M -$96.2K -468 -0.9%
EAM
2534
Empirical Asset Management
Massachusetts
$9.89M +$2.16M +10,511 +27%
MC
2535
Miramontes Capital
California
$9.87M +$300K +1,461 +3%
CIAS
2536
CFS Investment Advisory Services
New Jersey
$9.86M +$234K +1,140 +2%
JCM
2537
Jacobsen Capital Management
Utah
$9.85M -$822 -4 -0%
FCT
2538
First Community Trust
Iowa
$9.85M -$53.9K -262 -0.5%
AAMG
2539
AMG Asset Management Group
Georgia
$9.85M +$260K +1,263 +3%
SIC
2540
SJS Investment Consulting
Ohio
$9.84M -$1.82M -8,854 -15%
JFGLC
2541
Johnson Financial Group LLC (Colorado)
Colorado
$9.83M +$3.84M +18,681 +61%
AIM
2542
Acropolis Investment Management
Missouri
$9.83M -$1.12M -5,463 -10%
JC
2543
JM2 Capital
Oklahoma
$9.82M +$37.2K +181 +0.4%
HCP
2544
Holt Capital Partners
Texas
$9.82M +$420K +2,045 +4%
HVP
2545
Hudson Value Partners
Florida
$9.81M +$941K +4,579 +10%
CWS
2546
Cypress Wealth Services
California
$9.8M +$4.73K +23 +0%
KCM
2547
Kultura Capital Management
Utah
$9.79M +$233K +1,135 +2%
FZCM
2548
Flynn Zito Capital Management
New York
$9.77M -$1.45M -7,029 -13%
HCG
2549
Haven Capital Group
California
$9.75M +$118K +573 +1%
CWM
2550
Chesapeake Wealth Management
Virginia
$9.73M -$726K -3,532 -7%