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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
2576
KPP Advisory Services
Kentucky
$211K -$23.7K -906 -10%
VI
2577
Versor Investments
New York
$210K -$345K -13,200 -61%
SRA
2578
Secured Retirement Advisors
Minnesota
$210K +$13.3K +509 +7%
WIA
2579
Wetzel Investment Advisors
Indiana
$210K -$3.72K -142 -2%
OFW
2580
Omnia Family Wealth
Florida
$210K +$217K +8,280 New
LCWP
2581
Legacy Capital Wealth Partners
Arkansas
$210K +$217K +8,278 New
BI
2582
Bolthouse Investments
California
$210K
SFM
2583
Signet Financial Management
New Jersey
$210K -$70.9K -2,710 -25%
BWM
2584
Baron Wealth Management
Michigan
$209K +$216K +8,263 New
BONST
2585
Bank of Nova Scotia Trust
Ontario, Canada
$209K +$13K +496 +6%
LAM
2586
Lewis Asset Management
California
$209K -$51.8K -1,978 -19%
VFP
2587
Verus Financial Partners
Virginia
$209K
SWA
2588
SOA Wealth Advisors
New York
$208K -$29.3K -1,121 -12%
VFM
2589
Vision Financial Markets
Connecticut
$208K -$63.9K -2,443 -23%
MWM
2590
Mindset Wealth Management
Indiana
$208K +$13K +495 +6%
FNC
2591
First National Corp
Massachusetts
$207K
MC
2592
Middleton & Co
Massachusetts
$207K
OW
2593
Olistico Wealth
Oklahoma
$206K +$199K +7,610 +1,522%
CF
2594
Convergence Financial
Missouri
$205K -$26K -994 -11%
FFA
2595
Fi3 Financial Advisors
Indiana
$205K -$121K -4,615 -36%
SA
2596
Scarborough Advisors
Maryland
$204K +$211K +8,068 New
SAM
2597
S.A. Mason
Michigan
$204K -$7.51K -287 -3%
MW
2598
Maia Wealth
Colorado
$204K +$40K +1,528 +20%
CPC
2599
Congress Park Capital
New York
$203K -$13.1K -500 -6%
NCTC
2600
New Covenant Trust Company
Indiana
$203K -$2.96K -113 -1%