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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
3776
Kingsman Wealth Management
Florida
$281K +$265K +667 New
PBF
3777
Petix & Botte Financial
California
$280K +$134K +336 +102%
GIP
3778
Greatmark Investment Partners
Georgia
$280K – – –
LIM
3779
Loudon Investment Management
New Hampshire
$280K – – –
MWM
3780
MOR Wealth Management
Pennsylvania
$280K – – –
DFS
3781
Demming Financial Services
Ohio
$280K +$6.36K +16 +2%
Members Trust
3782
Members Trust
Florida
$280K – – –
LWM
3783
Level Wealth Management
North Carolina
$279K -$17.5K -44 -6%
SHJ
3784
Sharkey, Howes & Javer
Colorado
$278K +$263K +662 New
SIP
3785
Snowwater Investment Partners
Connecticut
$278K +$263K +662 New
CWM
3786
CarsonAllaria Wealth Management
Illinois
$278K -$91.9K -231 -26%
SWM
3787
Shakespeare Wealth Management
Wisconsin
$278K +$4.77K +12 +2%
RIS
3788
Retirement Income Solutions
Michigan
$278K – – –
CA
3789
Cumberland Advisors
Florida
$278K – – –
TFG
3790
Taylor Financial Group
Virginia
$278K – – –
FF
3791
Farnam Financial
Arizona
$278K +$262K +660 New
FFA
3792
Frazier Financial Advisors
Ohio
$277K -$4.77K -12 -2%
TWCA
3793
Two West Capital Advisors
Kansas
$277K -$294K -738 -50%
NRW
3794
Nova R Wealth
Kansas
$277K -$7.16K -18 -3%
LPP
3795
Life Planning Partners
Florida
$277K -$853K -2,144 -77%
SFC
3796
Summit Financial Consulting
Michigan
$276K +$4.38K +11 +2%
WA
3797
Waterford Advisors
New York
$276K -$24.7K -62 -9%
PCM
3798
Pointe Capital Management
Michigan
$276K – – –
WN
3799
Williams & Novak
California
$276K +$261K +656 New
MHIC
3800
Marble Harbor Investment Counsel
Massachusetts
$275K – – –