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Name Holding Trade Value Shares
Change
Change in
Stake
SSA
2701
Schonfeld Strategic Advisors
New York
$279K +$319K +1,928 New
SFP
2702
Sterling Financial Planning
New Jersey
$278K -$16.5K -100 -5%
WCM Investment Management
2703
WCM Investment Management
California
$278K +$4.96K +30 +2%
RTC
2704
Riverview Trust Company
Washington
$278K +$68.1K +412 +27%
TFP
2705
Tilia Fiduciary Partners
North Carolina
$278K +$100K +607 +44%
IVP
2706
Intrinsic Value Partners
Arizona
$277K -$89.6K -542 -22%
FWP
2707
Falcon Wealth Planning
California
$277K -$2.98K -18 -0.9%
MA
2708
Mezzasalma Advisors
New Jersey
$277K
MAC
2709
Mason & Associates (California)
California
$276K
PWP
2710
Pursue Wealth Partners
California
$275K -$496K -3,000 -61%
SSW
2711
Stone Summit Wealth
Florida
$275K -$8.27K -50 -3%
AWM
2712
AllSquare Wealth Management
New York
$275K
MRWM
2713
ML&R Wealth Management
Texas
$275K +$73.6K +445 +31%
BONST
2714
Bank of Nova Scotia Trust
Ontario, Canada
$274K -$198K -1,199 -39%
OWA
2715
One Wealth Advisors
California
$274K -$3.8K -23 -1%
CSPAM
2716
Cary Street Partners Asset Management
Virginia
$274K +$18K +109 +6%
AL
2717
ADE LLC
Maryland
$273K
FWM
2718
ForthRight Wealth Management
Georgia
$273K +$496 +3 +0.2%
SFCL
2719
Strengthening Families & Communities LLC
Massachusetts
$273K +$10.2K +62 +4%
PPWM
2720
Paragon Private Wealth Management
Kentucky
$273K +$312K +1,888 New
BFAG
2721
Blackston Financial Advisory Group
Florida
$273K +$315K +1,903 New
NIC
2722
Northwest Investment Counselors
Oregon
$272K -$4.96K -30 -2%
KFS
2723
Kelly Financial Services
Massachusetts
$272K +$3.14K +19 +1%
VBWMG
2724
Von Berge Wealth Management Group
California
$270K
HA
2725
Hofer & Associates
California
$270K +$1.82K +11 +0.6%