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Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
2351
Retirement Planning Group (Kansas)
Kansas
$251K -$2.42K -23 -0.9%
LIA
2352
LBMC Investment Advisors
Tennessee
$250K
CA
2353
CapWealth Advisors
Tennessee
$250K +$16.8K +160 +7%
MIS
2354
Morningstar Investment Services
Illinois
$250K +$268K +2,548 New
BLAM
2355
Bourne Lent Asset Management
New York
$249K
MIC
2356
Meridian Investment Counsel
California
$248K
YWS
2357
Yarger Wealth Strategies
Ohio
$248K +$210 +2 +0.1%
RW
2358
REDW Wealth
New Mexico
$248K +$105 +1 +0%
EW
2359
Evexia Wealth
Wisconsin
$246K +$1.26K +12 +0.5%
MMM
2360
Mendel Money Management
Illinois
$246K +$26.3K +250 +11%
AP
2361
AtonRa Partners
Switzerland
$245K -$10.6K -101 -4%
PAG
2362
Powers Advisory Group
Illinois
$245K +$5.67K +54 +2%
FFG
2363
Frisch Financial Group
New York
$245K +$266K +2,529 New
SF
2364
Symphony Financial
Texas
$245K +$54K +514 +25%
MCC
2365
Malaga Cove Capital
California
$244K +$265K +2,524 New
IC
2366
Inscription Capital
Texas
$244K -$10.5K -100 -4%
BIA
2367
Barry Investment Advisors
Massachusetts
$244K -$2.42K -23 -0.9%
PS
2368
Planned Solutions
California
$243K
HWM
2369
Horizon Wealth Management
Illinois
$243K +$420 +4 +0.2%
CAAM
2370
Cornerstone Advisors Asset Management
Pennsylvania
$242K -$2K -19 -0.8%
LFG
2371
Lazard Frères Gestion
France
$242K
IWN
2372
Independent Wealth Network
Iowa
$242K +$1.89K +18 +0.7%
EW
2373
Enzi Wealth
Texas
$241K -$945 -9 -0.3%
KBFS
2374
Kohmann Bosshard Financial Services
Ohio
$241K
MFFIA
2375
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$241K