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Name Holding Trade Value Shares
Change
Change in
Stake
TF
3426
Tenzing Financial
Virginia
$342K +$7.11K +68 +2%
B
3427
Birchbrook
Maine
$342K – – –
BWP
3428
Bernardo Wealth Planning
Pennsylvania
$342K +$304K +2,910 New
AGA
3429
Arch Global Advisors
New York
$341K -$627 -6 -0.2%
RS
3430
R Squared
Hong Kong
$341K +$304K +2,906 New
CWM
3431
Chemistry Wealth Management
New York
$341K – – –
XPN
3432
XY Planning Network
Montana
$340K +$303K +2,897 New
JBA
3433
Johnson Bixby & Associates
Washington
$340K +$5.75K +55 +2%
AF
3434
ASL Financial
California
$338K – – –
TCOTS
3435
Trust Company of the South
North Carolina
$338K -$222K -2,119 -42%
LFGO
3436
Legacy Financial Group (Oklahoma)
Oklahoma
$338K +$301K +2,877 New
SICM
3437
Sustainable Insight Capital Management
New York
$338K -$565K -5,400 -65%
PCM
3438
Permanent Capital Management
Illinois
$337K +$300K +2,872 New
Fiera Capital (Canada)
3439
Fiera Capital (Canada)
Quebec, Canada
$335K +$105 +1 +0%
MA
3440
MKT Advisors
California
$335K -$29.8K -285 -9%
PCM
3441
Payne Capital Management
New York
$335K -$83.7K -800 -22%
HTHT
3442
Hemenway Trust Hemenway Trust
New Hampshire
$335K -$21.2K -203 -7%
DRD
3443
Dennis R. Delaney
$335K – – –
TIA
3444
TCFG Investment Advisors
California
$334K +$297K +2,842 New
IWS
3445
Intentional Wealth Strategies
Colorado
$334K +$21.3K +204 +8%
ICM
3446
Intrepid Capital Management
Florida
$333K +$12K +115 +4%
CPSC
3447
Carl P. Sherr & Co
Massachusetts
$333K – – –
VPF
3448
Vantage Point Financial
Illinois
$332K +$17.5K +167 +6%
CWA
3449
Consilium Wealth Advisory
Texas
$332K – – –
TWM
3450
Tanager Wealth Management
United Kingdom
$332K +$295K +2,825 New