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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2226
Kelly Financial Services
Massachusetts
$233K -$1.97K -88 -0.8%
BFP
2227
Briaud Financial Planning
Texas
$232K -$2.77K -124 -1%
AWC
2228
Abundance Wealth Counselors
Pennsylvania
$231K
EWM
2229
Edge Wealth Management
New York
$230K -$66.2K -2,962 -22%
SRC
2230
Sage Rhino Capital
California
$230K -$33.4K -1,493 -12%
AWMF
2231
Arbor Wealth Management (Florida)
Florida
$230K -$20.6K -923 -8%
BWM
2232
Biltmore Wealth Management
Arizona
$230K +$67 +3 +0%
SFS
2233
Summit Financial Strategies
Ohio
$229K -$43.6K -1,953 -16%
FMB
2234
Field & Main Bank
Kentucky
$229K -$25.1K -1,125 -10%
FC
2235
FCA Corp
Texas
$228K -$10.8K -482 -4%
FAM
2236
Fenimore Asset Management
New York
$227K
MWPCG
2237
Measured Wealth Private Client Group
New Hampshire
$227K +$30.1K +1,349 +15%
MWP
2238
Moller Wealth Partners
$226K -$265K -11,872 -53%
BWM
2239
Benchmark Wealth Management
Connecticut
$226K
AIM
2240
Alhambra Investment Management
Florida
$226K +$5.92K +265 +3%
AAP
2241
Arax Advisory Partners
Colorado
$225K -$84.5K -3,779 -27%
PCA
2242
Peddock Capital Advisors
Massachusetts
$225K
SDH
2243
Sloy Dahl & Holst
Washington
$225K
PD
2244
Planning Directions
Pennsylvania
$224K -$77.6K -3,474 -25%
DCM
2245
Dimension Capital Management
Florida
$224K -$21K -941 -8%
RHP
2246
Royal Harbor Partners
Texas
$224K +$2.88K +129 +1%
SC
2247
Slow Capital
California
$224K +$13.3K +597 +6%
PIM
2248
Profit Investment Management
Maryland
$223K -$151K -6,771 -40%
PBF
2249
Petix & Botte Financial
California
$223K -$102K -4,548 -31%
MAG
2250
Mayfair Advisory Group
Alabama
$223K +$231K +10,347 New