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Name Holding Trade Value Shares
Change
Change in
Stake
DFP
2426
Defined Financial Planning
California
$229K +$202K +8,041 New
Cohen & Steers
2427
Cohen & Steers
New York
$229K -$338K -13,437 -62%
SPP
2428
Single Point Partners
Massachusetts
$229K +$204K +8,096 New
MWM
2429
Maltin Wealth Management
New Jersey
$229K +$204K +8,096 New
PSIWM
2430
Paradigm Strategies in Wealth Management
Minnesota
$229K +$204K +8,095 New
HKIMG
2431
Hutchens & Kramer Investment Management Group
Indiana
$229K +$203K +8,088 New
KFS
2432
Kelly Financial Services
Massachusetts
$229K +$203K +8,084 New
KWM
2433
KFG Wealth Management
Indiana
$228K +$203K +8,068 New
SIAM
2434
Sterling Investment Advisors (Missouri)
Missouri
$228K +$203K +8,064 New
JCM
2435
Janney Capital Management
Pennsylvania
$228K +$202K +8,049 New
TCMP
2436
Thrive Capital Management (Pennsylvania)
Pennsylvania
$228K +$203K +8,059 New
SPI
2437
Sutton Place Investors
New York
$228K +$202K +8,048 New
SWM
2438
Stockman Wealth Management
Montana
$228K +$202K +8,046 New
FA
2439
Fermata Advisors
California
$227K +$202K +8,034 New
ACGA
2440
Atlanta Consulting Group Advisors
Georgia
$227K -$70.5K -2,805 -26%
RSWA
2441
Robinson Smith Wealth Advisors
Maine
$226K +$201K +8,006 New
Caption Management
2442
Caption Management
Oklahoma
$226K +$201K +8,000 New
BCM
2443
BluePointe Capital Management
California
$226K +$201K +7,999 New
IAP
2444
Indie Asset Partners
Indiana
$226K -$45.5K -1,808 -18%
RIM
2445
RW Investment Management
Idaho
$226K +$201K +7,984 New
IWM
2446
Integris Wealth Management
California
$225K +$200K +7,973 New
TF
2447
TME Financial
California
$225K +$200K +7,964 New
MFS
2448
McNamara Financial Services
Massachusetts
$225K +$200K +7,963 New
RA
2449
Ruggaard & Associates
Ohio
$225K +$200K +7,962 New
NIA
2450
NBZ Investment Advisors
Tennessee
$224K +$199K +7,932 New