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Name Holding Trade Value Shares
Change 		Change in
Stake
KFC
1501
Klingenstein Fields & Co
New York
$251K +$222K +1,000 New
NLWP
1502
Next Level Wealth Planning
Idaho
$251K +$222K +1,000 New
WCP
1503
Wick Capital Partners
Pennsylvania
$250K +$221K +996 New
IA
1504
Insight Advisors
Pennsylvania
$249K +$221K +994 New
AIM
1505
Acropolis Investment Management
Missouri
$248K +$220K +989 New
SP
1506
SmartHarvest Portfolios
Washington
$247K +$219K +985 New
NSIM
1507
North Star Investment Management
Illinois
$247K +$2.44K +11 +1%
CFP
1508
Catalyst Financial Partners
Massachusetts
$246K +$218K +983 New
RMP
1509
Richards, Merrill & Peterson
Washington
$246K +$218K +980 New
YIA
1510
YHB Investment Advisors
Connecticut
$243K +$216K +971 New
CFP
1511
Cascade Financial Partners
California
$243K +$216K +971 New
BCA
1512
Bay Colony Advisors
Massachusetts
$243K +$215K +969 New
FHWM
1513
Fox Hill Wealth Management
Massachusetts
$242K +$214K +966 New
SWA
1514
SOA Wealth Advisors
New York
$241K -$4.44K -20 -2%
FWI
1515
Facet Wealth Inc
Maryland
$241K +$214K +963 New
PWM
1516
Parkway Wealth Management
Texas
$240K -$140K -631 -43%
PRP
1517
Peak Retirement Planning
Ohio
$239K +$212K +953 New
CCM
1518
Cinctive Capital Management
New York
$237K +$210K +947 New
QFA
1519
Quantum Financial Advisors
California
$237K +$210K +947 New
RRA
1520
Red Reef Advisors
Florida
$237K +$210K +946 New
RW
1521
Ridgeline Wealth
Arizona
$234K +$208K +935 New
HCM
1522
Howard Capital Management
Georgia
$234K -$203K -913 -49%
MSFS
1523
Main Street Financial Solutions
Pennsylvania
$234K +$207K +932 New
FWP
1524
Flatrock Wealth Partners
California
$233K +$206K +929 New
WA
1525
Wealth Alliance
New York
$233K +$206K +928 New
59 60
61
62 63