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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
3101
Kaye Capital Management
California
$410K – – –
VI
3102
VanderPol Investments
Michigan
$410K -$13.5K -42 -4%
BI
3103
Ballast Inc
Kentucky
$410K – – –
BW
3104
BXM Wealth
Colorado
$410K +$327K +1,015 New
MAA
3105
Mraz Amerine & Associates
California
$410K +$327K +1,015 New
CA
3106
Calton & Associates
Florida
$409K -$321K -999 -50%
BCP
3107
Blue Chip Partners
Michigan
$409K -$965 -3 -0.3%
BIM
3108
Bullseye Investment Management
Ohio
$409K +$347K +1,078 New
TWM
3109
Trueblood Wealth Management
Ohio
$408K +$325K +1,011 New
SWAG
3110
Spectrum Wealth Advisory Group
California
$408K +$63.4K +197 +24%
LAS
3111
LWM Advisory Services
Florida
$406K -$226K -701 -40%
CHP
3112
Cable Hill Partners
Oregon
$405K -$77.9K -242 -19%
ECM
3113
EMC Capital Management
Texas
$404K -$225K -699 -41%
IFA
3114
Interactive Financial Advisors
Illinois
$404K – – –
FPWM
3115
FSB Premier Wealth Management
Iowa
$404K +$3.86K +12 +1%
MAM
3116
MMA Asset Management
Pennsylvania
$404K +$322K +1,000 New
AOG
3117
Alpha Omega Group
Virginia
$401K +$18.7K +58 +6%
DWS
3118
Discipline Wealth Solutions
South Carolina
$401K – – –
Mairs & Power Inc
3119
Mairs & Power Inc
Minnesota
$401K +$319K +992 New
CWP
3120
Curated Wealth Partners
California
$400K +$4.83K +15 +2%
BWM
3121
Birchcreek Wealth Management
Ohio
$399K -$22.5K -70 -7%
Edgewood Management
3122
Edgewood Management
Connecticut
$399K – – –
MPW
3123
Magnolia Private Wealth
Pennsylvania
$399K +$318K +989 New
TTWM
3124
TCV Trust & Wealth Management
Virginia
$399K -$16.1K -50 -5%
FAM
3125
Flaharty Asset Management
Florida
$399K – – –