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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2701
Keynote Financial Services
Connecticut
$872K +$2.66K +6 +0.3%
WS
2702
Wilian Securities
Minnesota
$872K +$859K +1,938 New
IIM
2703
Invariant Investment Management
Pennsylvania
$871K +$868K +1,958 New
MRP
2704
Measured Risk Portfolios
California
$871K +$15.1K +34 +2%
KLI
2705
Kelman-Lazarov Inc
Tennessee
$870K -$2.2M -4,968 -72%
WOSD
2706
WFA of San Diego
California
$868K -$33.2K -75 -4%
FS
2707
Financial Symmetry
North Carolina
$868K -$50.1K -113 -6%
VPF
2708
Vantage Point Financial
Illinois
$865K +$159K +358 +23%
CWA
2709
CM Wealth Advisors
Ohio
$865K +$853K +1,924 New
CVM
2710
Cheviot Value Management
California
$865K -$250K -565 -22%
VIA
2711
Victrix Investment Advisors
Florida
$864K -$95.3K -215 -10%
SL
2712
SWMG LLC
Texas
$864K +$24.8K +56 +3%
LCM
2713
Leisure Capital Management
California
$863K +$4.43K +10 +0.5%
LGA
2714
Lebenthal Global Advisors
New York
$862K -$3.55K -8 -0.4%
MWM
2715
Massachusetts Wealth Management
Massachusetts
$860K – – –
ACA
2716
Alpha Capital Advisors
Maine
$860K +$852K +1,922 New
HIW
2717
Holos Integrated Wealth
Pennsylvania
$859K +$732K +1,652 +535%
BCA
2718
Bayshore Capital Advisors
Florida
$859K +$847K +1,910 New
LWMM
2719
Legacy Wealth Management (Mississippi)
Mississippi
$858K +$845K +1,907 New
ONSWM
2720
Old North State Wealth Management
North Carolina
$855K +$44.8K +101 +6%
O3W
2721
Omni 360 Wealth
New Jersey
$855K -$1.33K -3 -0.2%
FCM
2722
Fourpath Capital Management
Oklahoma
$854K -$39.5K -89 -4%
SCM
2723
Sitrin Capital Management
California
$854K -$81.1K -183 -9%
GJWM
2724
Gilliland Jeter Wealth Management
Arkansas
$854K +$18.2K +41 +2%
SAM
2725
Strategy Asset Managers
California
$853K +$110K +248 +15%
107 108
109
110 111