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Name Holding Trade Value Shares
Change
Change in
Stake
RC
2326
Reik & Co
New York
$251K – – –
KFS
2327
Kelly Financial Services
Massachusetts
$249K +$1.02K +46 +0.4%
NA
2328
Nottingham Advisors
New York
$249K +$29.7K +1,345 +14%
MPCG
2329
Matrix Private Capital Group
New York
$248K -$13K -587 -5%
AIA
2330
Arbor Investment Advisors
North Carolina
$248K – – –
CAWM
2331
Capital Advisors Wealth Management
Washington
$248K +$240K +10,849 New
TCM
2332
Tradewinds Capital Management
Washington
$247K -$568K -25,682 -70%
AIFAIM
2333
American Institute for Advanced Investment Management
Arizona
$247K -$39.5K -1,785 -14%
AWMF
2334
Arbor Wealth Management (Florida)
Florida
$247K -$840 -38 -0.4%
AWC
2335
Abundance Wealth Counselors
Pennsylvania
$245K – – –
RHP
2336
Royal Harbor Partners
Texas
$245K +$3.07K +139 +1%
NICM
2337
Neo Ivy Capital Management
New York
$245K +$43.1K +1,949 +22%
LOIM
2338
Liberty One Investment Management
Illinois
$244K -$17.2M -775,986 -99%
EFG
2339
Everhart Financial Group
Ohio
$244K +$8.69K +393 +4%
BWM
2340
BCGM Wealth Management
Indiana
$244K +$14.3K +646 +6%
DL
2341
DOHJ LLC
Washington
$243K -$36.7K -1,661 -14%
AWS
2342
AJ Wealth Strategies
New York
$243K -$3.01K -136 -1%
ERWM
2343
Elk River Wealth Management
Colorado
$243K – – –
MAG
2344
MRA Advisory Group
New Jersey
$242K -$44 -2 -0%
UWPG
2345
Ullmann Wealth Partners Group
Florida
$242K – – –
WFG
2346
Wills Financial Group
Virginia
$241K +$1.59K +72 +0.7%
TI
2347
Truepoint Inc
Ohio
$241K +$2.87K +130 +1%
WF
2348
Williams Financial
Vermont
$241K +$233K +10,558 New
MPIA
2349
Mountain Pacific Investment Advisers
Idaho
$240K -$159K -7,204 -41%
MCM
2350
Marathon Capital Management
Maryland
$240K -$38.3K -1,732 -14%