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Name Holding Trade Value Shares
Change
Change in
Stake
FPGK
2426
Financial Partners Group (Kansas)
Kansas
$253K +$12.2K +203 +5%
AWM
2427
Altus Wealth Management
Kentucky
$253K +$249K +4,120 New
KA
2428
Klingman & Associates
New York
$252K -$30.2K -500 -11%
AIM
2429
Arcadia Investment Management
Michigan
$252K – – –
AWM
2430
Aprio Wealth Management
Georgia
$251K +$247K +4,087 New
LFA
2431
Legacy Financial Advisors
Kentucky
$250K -$19.8K -328 -7%
KFS
2432
Kelly Financial Services
Massachusetts
$249K +$422 +7 +0.2%
KFA
2433
Kays Financial Advisory
Georgia
$249K -$80.2K -1,329 -25%
IAS
2434
IMA Advisory Services
Colorado
$248K – – –
IWA
2435
Inspirion Wealth Advisors
Illinois
$248K – – –
FAM
2436
Flaharty Asset Management
Florida
$248K +$25.8K +428 +12%
MHIC
2437
Marble Harbor Investment Counsel
Massachusetts
$247K +$242K +4,016 New
ICA
2438
Infrastructure Capital Advisors
New York
$246K -$49.6K -823 -17%
IA
2439
Independence Advisors
Pennsylvania
$246K -$21.1K -350 -8%
AAP
2440
Aristotle Atlantic Partners
Florida
$246K – – –
FA
2441
Financial Advantage
Maryland
$245K – – –
RWG
2442
Regal Wealth Group
California
$245K +$18.9K +314 +9%
MWM
2443
MBE Wealth Management
Wisconsin
$245K +$241K +3,991 New
TWM
2444
Titus Wealth Management
California
$244K +$7.36K +122 +3%
FC
2445
Ferris Capital
Massachusetts
$244K +$33.8K +561 +16%
SFPG
2446
Stonebridge Financial Planning Group
Florida
$244K +$240K +3,980 New
IIA
2447
IPG Investment Advisors
California
$244K -$184K -3,045 -43%
TA
2448
Trellis Advisors
Washington
$243K +$1.39K +23 +0.6%
SCA
2449
SMH Capital Advisors
Texas
$243K +$2.17K +36 +0.9%
SICM
2450
Sustainable Insight Capital Management
New York
$242K -$6.03K -100 -2%