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Name Holding Trade Value Shares
Change
Change in
Stake
EGM
2451
Engineers Gate Manager
New York
$279K -$1.87M -18,721 -88%
CWM
2452
Centric Wealth Management
Illinois
$279K -$195K -1,954 -44%
FFG
2453
Frisch Financial Group
New York
$279K +$799 +8 +0.3%
MCC
2454
Malaga Cove Capital
California
$278K
WA
2455
Wealthstream Advisors
New York
$277K +$252K +2,520 New
SAW
2456
Signal Advisors Wealth
Michigan
$277K +$251K +2,514 New
PS
2457
Planned Solutions
California
$276K
MW
2458
MBL Wealth
North Carolina
$276K +$15.7K +157 +7%
MCM
2459
Morton Capital Management
California
$276K +$1.7K +17 +0.7%
NRI
2460
NFP Retirement Inc
California
$275K +$3.9K +39 +2%
CAAM
2461
Cornerstone Advisors Asset Management
Pennsylvania
$275K
LFG
2462
Lazard Frères Gestion
France
$275K
KBFS
2463
Kohmann Bosshard Financial Services
Ohio
$274K
MFFIA
2464
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$274K
HWM
2465
Horizon Wealth Management
Illinois
$272K -$3.5K -35 -1%
KCIC
2466
Kuhn & Co Investment Counsel
Illinois
$271K +$246K +2,462 New
EWA
2467
Encompass Wealth Advisors
Oregon
$270K
AWS
2468
Aspen Wealth Strategies
Colorado
$270K
IWN
2469
Independent Wealth Network
Iowa
$269K -$5.3K -53 -2%
PFG
2470
Prosperity Financial Group
California
$268K +$200 +2 +0.1%
BA
2471
Ballast Advisors
Minnesota
$268K -$38.1K -381 -14%
BLC
2472
Brown, Lisle/Cummings
Rhode Island
$268K +$20K +200 +9%
WAM
2473
Wolverine Asset Management
Illinois
$267K -$9.11M -91,133 -97%
TCWA
2474
Turtle Creek Wealth Advisors
Texas
$267K +$243K +2,430 New
EWP
2475
Elevation Wealth Partners
California
$267K +$190K +1,900 +221%