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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
2501
Kelly Financial Services
Massachusetts
$208K +$619 +11 +0.3%
QWM
2502
Quaker Wealth Management
New Jersey
$208K -$1.46K -26 -0.7%
CCA
2503
Conestoga Capital Advisors
Pennsylvania
$208K – – –
IA
2504
Independence Advisors
Pennsylvania
$208K +$213K +3,781 New
TIM
2505
Thompson Investment Management
Wisconsin
$208K +$213K +3,781 New
QCI
2506
Quaker Capital Investments
Pennsylvania
$207K – – –
AW
2507
Alpha Windward
Massachusetts
$206K -$3.94K -70 -2%
FBA
2508
Front Barnett Associates
Illinois
$206K – – –
HFS
2509
Howard Financial Services
Texas
$205K +$209K +3,716 New
AWMG
2510
Alliance Wealth Management Group
New Jersey
$205K +$209K +3,722 New
BCM
2511
Bienville Capital Management
New York
$204K +$208K +3,700 New
ACM
2512
AUA Capital Management
Pennsylvania
$203K -$84.4K -1,500 -29%
SC
2513
Saturna Capital
Washington
$203K – – –
IGGA
2514
Iron Gate Global Advisors
Utah
$203K +$181K +3,223 New
LFG
2515
Larson Financial Group
Missouri
$202K +$3.32K +59 +2%
SCA
2516
Stillwater Capital Advisors
Pennsylvania
$202K +$206K +3,661 New
SIC
2517
Sigma Investment Counselors
Michigan
$202K +$206K +3,662 New
KLI
2518
Kelman-Lazarov Inc
Tennessee
$201K +$205K +3,651 New
GWAG
2519
Garrett Wealth Advisory Group
Texas
$200K +$204K +3,633 New
FWM
2520
Filbrandt Wealth Management
Wisconsin
$199K +$105K +1,865 +107%
Credit Agricole
2521
Credit Agricole
France
$179K +$11.4K +202 +7%
SC
2522
Steph & Co
Wisconsin
$175K – – –
RWM
2523
Raffa Wealth Management
District of Columbia
$173K +$1.52K +27 +0.9%
CWAF
2524
Core Wealth Advisors (Florida)
Florida
$167K – – –
PP
2525
Peconic Partners
New York
$165K – – –