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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2326
Kelly Financial Services
Massachusetts
$249K +$1.02K +46 +0.4%
NA
2327
Nottingham Advisors
New York
$249K +$29.7K +1,345 +14%
MPCG
2328
Matrix Private Capital Group
New York
$248K -$13K -587 -5%
AIA
2329
Arbor Investment Advisors
North Carolina
$248K
CAWM
2330
Capital Advisors Wealth Management
Washington
$248K +$240K +10,849 New
TCM
2331
Tradewinds Capital Management
Washington
$247K -$568K -25,682 -70%
AIFAIM
2332
American Institute for Advanced Investment Management
Arizona
$247K -$39.5K -1,785 -14%
AWMF
2333
Arbor Wealth Management (Florida)
Florida
$247K -$840 -38 -0.4%
AWC
2334
Abundance Wealth Counselors
Pennsylvania
$245K
RHP
2335
Royal Harbor Partners
Texas
$245K +$3.07K +139 +1%
NICM
2336
Neo Ivy Capital Management
New York
$245K +$43.1K +1,949 +22%
LOIM
2337
Liberty One Investment Management
Illinois
$244K -$17.2M -775,986 -99%
EFG
2338
Everhart Financial Group
Ohio
$244K +$8.69K +393 +4%
BWM
2339
BCGM Wealth Management
Indiana
$244K +$14.3K +646 +6%
DL
2340
DOHJ LLC
Washington
$243K -$36.7K -1,661 -14%
AWS
2341
AJ Wealth Strategies
New York
$243K -$3.01K -136 -1%
ERWM
2342
Elk River Wealth Management
Colorado
$243K
MAG
2343
MRA Advisory Group
New Jersey
$242K -$44 -2 -0%
UWPG
2344
Ullmann Wealth Partners Group
Florida
$242K
WFG
2345
Wills Financial Group
Virginia
$241K +$1.59K +72 +0.7%
TI
2346
Truepoint Inc
Ohio
$241K +$2.87K +130 +1%
WF
2347
Williams Financial
Vermont
$241K +$233K +10,558 New
MPIA
2348
Mountain Pacific Investment Advisers
Idaho
$240K -$159K -7,204 -41%
MCM
2349
Marathon Capital Management
Maryland
$240K -$38.3K -1,732 -14%
WW
2350
Westshore Wealth
California
$240K +$232K +10,502 New