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Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
2501
Kelly Lawrence W & Associates
California
$231K
GEM
2502
Global Endowment Management
North Carolina
$231K +$239K +9,130 New
PAM
2503
Pegasus Asset Management
New York
$231K -$45.3K -1,732 -16%
HFP
2504
Holistic Financial Partners
Indiana
$231K +$1.18K +45 +0.5%
CB
2505
Centennial Bank
Arkansas
$231K
CTWM
2506
Cherry Tree Wealth Management
Minnesota
$230K +$471 +18 +0.2%
PBF
2507
Petix & Botte Financial
California
$230K
FIBT
2508
First International Bank & Trust
North Dakota
$230K
HW
2509
Hamilton Wealth
California
$229K -$93.9K -3,590 -28%
GFG
2510
Greenberg Financial Group
Arizona
$229K +$213K +8,149 New
VRM
2511
Vectors Research Management
New York
$229K
AFAS
2512
Acorn Financial Advisory Services
Virginia
$229K -$6.88K -263 -3%
PBC
2513
Pavion Blue Capital
California
$228K
IWP
2514
IAG Wealth Partners
Wisconsin
$228K +$201K +7,695 +595%
BF
2515
Bonfire Financial
Colorado
$228K +$4.11K +157 +2%
BIG
2516
Brookwood Investment Group
Arizona
$227K +$235K +8,977 New
MAWCM
2517
Mine & Arao Wealth Creation & Management
California
$227K +$2.41K +92 +1%
PWA
2518
Phoenix Wealth Advisors
North Carolina
$227K -$523 -20 -0.2%
TP
2519
Tranquility Partners
Tennessee
$227K
PFS
2520
Prospect Financial Services
New York
$227K -$142K -5,435 -38%
MCWS
2521
McKinley Carter Wealth Services
West Virginia
$226K -$25.2K -962 -10%
WCM
2522
Wallace Capital Management
Texas
$226K +$13.1K +500 +6%
FOA
2523
Five Oceans Advisors
California
$225K +$232K +8,883 New
API
2524
Asset Planning Inc
California
$225K -$511K -19,535 -69%
VFG
2525
Valley Financial Group
Pennsylvania
$225K -$8.09K -309 -3%