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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
4426
Kerr Financial Planning
California
$110K – – –
True Wealth Design
4427
True Wealth Design
Ohio
$109K -$5.14K -16 -5%
Evolution Wealth Management
4428
Evolution Wealth Management
Florida
$109K +$20.5K +64 +25%
Clark Wealth Partners
4429
Clark Wealth Partners
Illinois
$109K -$1.93K -6 -2%
NI
4430
NCP Inc
California
$107K – – –
BTC
4431
Bank & Trust Company
Illinois
$105K – – –
Midway Capital Research & Management
4432
Midway Capital Research & Management
Illinois
$105K -$80.3K -250 -45%
Burkett Financial Services
4433
Burkett Financial Services
South Carolina
$104K +$321 +1 +0.3%
3 Factor Indexing
4434
3 Factor Indexing
California
$104K +$321 +1 +0.3%
LAM Group
4435
LAM Group
Oregon
$103K – – –
Activest Wealth Management
4436
Activest Wealth Management
Florida
$103K -$18.3K -57 -16%
Cherry Tree Wealth Management
4437
Cherry Tree Wealth Management
Minnesota
$103K – – –
First United Bank & Trust
4438
First United Bank & Trust
Maryland
$98.5K +$22.5K +70 +32%
Burnham & Co
4439
Burnham & Co
Michigan
$96.1K +$89.9K +280 New
Roble Belko & Company
4440
Roble Belko & Company
Pennsylvania
$92K – – –
Maryland Capital Advisors
4441
Maryland Capital Advisors
Maryland
$91.9K +$86K +268 New
RMG Wealth Management
4442
RMG Wealth Management
Wisconsin
$88.4K -$13.8K -43 -15%
OM
4443
OV Management
Minnesota
$87.1K -$246K -767 -75%
Atlantic Private Wealth
4444
Atlantic Private Wealth
North Carolina
$85.8K – – –
MIM
4445
Meridiem Investment Management
United Kingdom
$85.6K – – –
Napier Financial
4446
Napier Financial
Massachusetts
$85.2K -$20.2K -63 -20%
Tower Trust & Investment Company
4447
Tower Trust & Investment Company
Iowa
$84.4K +$963 +3 +1%
Aspect Partners
4448
Aspect Partners
Virginia
$83.8K -$1.6K -5 -2%
Gordian Capital (Singapore)
4449
Gordian Capital (Singapore)
Singapore
$83.7K – – –
Lummis Asset Management
4450
Lummis Asset Management
Texas
$83.4K +$4.5K +14 +6%