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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
2476
Tandem Investment Advisors
South Carolina
$248K +$256K +4,562 New
PBC
2477
Pavion Blue Capital
California
$247K
TCM
2478
Traynor Capital Management
Pennsylvania
$247K +$255K +4,538 New
NEPPG
2479
New England Professional Planning Group
Rhode Island
$246K
NC
2480
NovaPoint Capital
Georgia
$246K +$8.59K +153 +4%
BSI
2481
Bennett Selby Investments
Maine
$246K +$13.7K +245 +6%
MSFP
2482
Mark Sheptoff Financial Planning
Connecticut
$245K -$16.8K -300 -6%
EW
2483
Element Wealth
Mississippi
$245K -$1.12K -20 -0.4%
CWM
2484
Curi Wealth Management
North Carolina
$245K +$112 +2 +0%
FOA
2485
Five Oceans Advisors
California
$244K +$252K +4,487 New
PHS
2486
Pekin Hardy Strauss
Illinois
$244K +$252K +4,489 New
RPG
2487
Resource Planning Group
Georgia
$243K -$5.61K -100 -2%
KBFS
2488
Kohmann Bosshard Financial Services
Ohio
$242K -$123K -2,201 -33%
CC
2489
Constitution Capital
Connecticut
$242K
MWM
2490
Mascoma Wealth Management
New Hampshire
$242K +$3.03K +54 +1%
ZCA
2491
Zeke Capital Advisors
Pennsylvania
$242K +$35K +623 +16%
CAC
2492
Certified Advisory Corp
Florida
$241K +$19.5K +347 +8%
FIA
2493
Foundations Investment Advisors
Arizona
$241K +$247K +4,408 New
LC
2494
Landaas & Company
Wisconsin
$240K -$4.83K -86 -2%
SWM
2495
Sugarloaf Wealth Management
Georgia
$240K +$505 +9 +0.2%
WW
2496
Waterfront Wealth
Kansas
$240K +$10.4K +185 +4%
BDWM
2497
Brewin Dolphin Wealth Management
Ireland
$239K +$32.8K +585 +15%
BWP
2498
BSW Wealth Partners
Colorado
$239K -$341K -6,077 -58%
ARMC
2499
American Research & Management Company
Massachusetts
$239K -$14K -250 -5%
FWM
2500
Filbrandt Wealth Management
Wisconsin
$238K -$52.4K -933 -18%