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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
276
Kelleher Financial Advisors
New York
$4.89K +$5.63K +152 New
OWP
277
ORG Wealth Partners
Texas
$4.79K +$5.51K +149 New
NSIM
278
North Star Investment Management
Illinois
$4.44K +$4.44K +120 +667%
ADL
279
Asset Dedication LLC
California
$4.05K +$4.66K +126 New
TCM
280
Triumph Capital Management
Colorado
$3.73K – – –
RAM
281
Ramirez Asset Management
New York
$3.12K – – –
WIM
282
Westside Investment Management
California
$2.89K – – –
JWM
283
JPL Wealth Management
Colorado
$2.73K – – –
JWA
284
JFS Wealth Advisors
Pennsylvania
$2.48K +$2.07K +56 +267%
MFT
285
Moisand Fitzgerald Tamayo
Florida
$2.35K +$2.7K +73 New
IAS
286
IMA Advisory Services
Colorado
$2.15K +$851 +23 +52%
IFWM
287
Institute for Wealth Management
Colorado
$1.93K +$2.22K +60 New
RF
288
Rossby Financial
Florida
$1.83K +$851 +23 +68%
BFS
289
Bare Financial Services
Pennsylvania
$1.61K – – –
II
290
Inspire Investing
Idaho
$1.12K -$518 -14 -29%
MEG
291
Millstone Evans Group
Colorado
$965 – – –
HIA
292
Harbor Investment Advisory
Maryland
$965 +$1.11K +30 New
NWMP
293
Noble Wealth Management PBC
Colorado
$836 +$962 +26 New
Q1WB
294
Quest 10 Wealth Builders
Virginia
$708 – – –
AWM
295
Abound Wealth Management
Tennessee
$644 – – –
TC
296
Trust Company
Kansas
$579 – – –
SAM
297
Smartleaf Asset Management
Massachusetts
$517 – – –
CA
298
CoreCap Advisors
Michigan
$515 +$592 +16 New
CFP
299
Comprehensive Financial Planning
Pennsylvania
$193 +$222 +6 New
HNB
300
Huntington National Bank
Ohio
$32 – – –
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