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Name Holding Trade Value Shares
Change
Change in
Stake
PS
2476
Planned Solutions
California
$269K +$16.5K +150 +7%
RWI
2477
Red Wave Investments
Pennsylvania
$268K – – –
DLCIG
2478
D.L. Carlson Investment Group
New Hampshire
$268K -$47.1K -429 -15%
GPA
2479
Garrison Point Advisors
California
$268K – – –
LFASL
2480
Lugano Financial Advisors SA (LFA)
Switzerland
$268K +$13.2K +120 +5%
AA
2481
Alesco Advisors
New York
$267K -$2.3K -21 -0.9%
HWM
2482
Horizon Wealth Management
Illinois
$267K +$548 +5 +0.2%
GSIS
2483
Global Strategic Investment Solutions
Arizona
$266K -$21.4K -195 -8%
6F
2484
626 Financial
Michigan
$266K – – –
BEAM
2485
Baker Ellis Asset Management
Washington
$265K +$255K +2,328 New
EW
2486
Elyxium Wealth
California
$265K +$255K +2,326 New
MWPCG
2487
Measured Wealth Private Client Group
New Hampshire
$265K -$102K -928 -29%
SIGI
2488
Susquehanna International Group (Ireland)
Ireland
$264K +$254K +2,317 New
IDBONY
2489
Israel Discount Bank of New York
New York
$264K +$9.21K +84 +4%
SWIG
2490
Strategic Wealth Investment Group
Kentucky
$264K -$27.3K -249 -10%
AGC
2491
Aspen Grove Capital
Colorado
$263K -$33.6K -306 -12%
BAM
2492
Bosun Asset Management
Illinois
$263K -$3.51K -32 -1%
UWPG
2493
Ullmann Wealth Partners Group
Florida
$263K +$1.75K +16 +0.7%
ANB
2494
Amarillo National Bank
Texas
$263K +$17.9K +163 +8%
LMKC
2495
L.M. Kohn & Company
Ohio
$262K +$27.4K +250 +12%
AI
2496
Axecap Investments
Ohio
$262K +$252K +2,301 New
WTG
2497
West Tower Group
Virginia
$262K +$252K +2,300 New
PPC
2498
Park Place Capital
Alabama
$262K -$193K -1,760 -43%
GFPC
2499
Global Financial Private Client
Florida
$262K +$47.9K +437 +23%
CP
2500
Creekside Partners
California
$262K – – –