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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2426
Altus Wealth Management
Kentucky
$253K +$249K +4,120 New
KA
2427
Klingman & Associates
New York
$252K -$30.2K -500 -11%
AIM
2428
Arcadia Investment Management
Michigan
$252K – – –
AWM
2429
Aprio Wealth Management
Georgia
$251K +$247K +4,087 New
LFA
2430
Legacy Financial Advisors
Kentucky
$250K -$19.8K -328 -7%
KFS
2431
Kelly Financial Services
Massachusetts
$249K +$422 +7 +0.2%
KFA
2432
Kays Financial Advisory
Georgia
$249K -$80.2K -1,329 -25%
IAS
2433
IMA Advisory Services
Colorado
$248K – – –
IWA
2434
Inspirion Wealth Advisors
Illinois
$248K – – –
FAM
2435
Flaharty Asset Management
Florida
$248K +$25.8K +428 +12%
MHIC
2436
Marble Harbor Investment Counsel
Massachusetts
$247K +$242K +4,016 New
ICA
2437
Infrastructure Capital Advisors
New York
$246K -$49.6K -823 -17%
IA
2438
Independence Advisors
Pennsylvania
$246K -$21.1K -350 -8%
AAP
2439
Aristotle Atlantic Partners
Florida
$246K – – –
FA
2440
Financial Advantage
Maryland
$245K – – –
RWG
2441
Regal Wealth Group
California
$245K +$18.9K +314 +9%
MWM
2442
MBE Wealth Management
Wisconsin
$245K +$241K +3,991 New
TWM
2443
Titus Wealth Management
California
$244K +$7.36K +122 +3%
FC
2444
Ferris Capital
Massachusetts
$244K +$33.8K +561 +16%
SFPG
2445
Stonebridge Financial Planning Group
Florida
$244K +$240K +3,980 New
IIA
2446
IPG Investment Advisors
California
$244K -$184K -3,045 -43%
TA
2447
Trellis Advisors
Washington
$243K +$1.39K +23 +0.6%
SCA
2448
SMH Capital Advisors
Texas
$243K +$2.17K +36 +0.9%
SICM
2449
Sustainable Insight Capital Management
New York
$242K -$6.03K -100 -2%
WA
2450
Waverly Advisors
Alabama
$242K -$3.86K -64 -2%
96 97
98
99 100