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Name Holding Trade Value Shares
Change
Change in
Stake
FA
2326
Forefront Analytics
Pennsylvania
$289K +$272K +2,626 New
RPGK
2327
Retirement Planning Group (Kansas)
Kansas
$288K +$1.66K +16 +0.6%
RP
2328
Rowlandmiller & Partners
Georgia
$288K
RCC
2329
Red Cedar Capital
Nebraska
$287K
LIA
2330
LBMC Investment Advisors
Tennessee
$287K
GCM
2331
Graham Capital Management
Connecticut
$286K +$38.5K +372 +17%
WMC
2332
Westwood Management Corporation
Illinois
$285K
FMN
2333
Financial Management Network
California
$284K +$828 +8 +0.3%
LWM
2334
LJI Wealth Management
Indiana
$283K +$267K +2,579 New
NRA
2335
NSI Retail Advisors
Pennsylvania
$283K
PFGIA
2336
Patriot Financial Group Insurance Agency
Massachusetts
$283K +$27.2K +263 +11%
NQWM
2337
Northwest Quadrant Wealth Management
Oregon
$283K +$725 +7 +0.3%
JWA
2338
JFS Wealth Advisors
Pennsylvania
$283K -$5.28K -51 -2%
WR
2339
WD Rutherford
Oregon
$282K -$36.8K -355 -12%
BLAM
2340
Bourne Lent Asset Management
New York
$282K
HCP
2341
Hexagon Capital Partners
Arkansas
$282K -$44.7K -432 -14%
BWM
2342
BigSur Wealth Management
Florida
$281K +$15.2K +147 +6%
BIA
2343
Barry Investment Advisors
Massachusetts
$281K +$12.6K +122 +5%
TFA
2344
Teamwork Financial Advisors
Texas
$280K -$3.26M -31,504 -93%
CIA
2345
Cascade Investment Advisors
Oregon
$280K
CA
2346
CapWealth Advisors
Tennessee
$280K +$20.7K +200 +9%
GCM
2347
Gables Capital Management
Florida
$279K
FC
2348
Financial Consulate
Maryland
$279K +$104 +1 +0%
MCM
2349
Morton Capital Management
California
$279K
MIC
2350
Meridian Investment Counsel
California
$279K