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Name Holding Trade Value Shares
Change
Change in
Stake
BSHC
3276
Breed's Hill Capital
Massachusetts
$272K +$287K +1,877 New
BIA
3277
Bell Investment Advisors
California
$271K -$33.5K -219 -10%
Q1WB
3278
Quest 10 Wealth Builders
Virginia
$271K +$286K +1,868 New
OIC
3279
Orion Investment Company
Missouri
$271K
SFP
3280
Sterling Financial Planning
New Jersey
$270K +$40.1K +262 +16%
SWM
3281
SpringVest Wealth Management
Texas
$270K +$285K +1,865 New
HCWM
3282
Hidden Cove Wealth Management
Washington
$270K +$285K +1,864 New
PEA
3283
Park Edge Advisors
Ohio
$270K -$3.21K -21 -1%
MF
3284
Meridian Financial
Massachusetts
$269K -$91.7K -599 -24%
MWM
3285
Mascoma Wealth Management
New Hampshire
$269K +$14.1K +92 +5%
VAMG
3286
Voisard Asset Management Group
Michigan
$269K +$1.07K +7 +0.4%
TCB
3287
Texas Capital Bancshares
Texas
$269K -$11.3K -74 -4%
FFA
3288
Fi3 Financial Advisors
Indiana
$268K -$57.2K -374 -17%
MWM
3289
MOKAN Wealth Management
Kansas
$268K +$283K +1,852 New
FEM
3290
Fulcrum Equity Management
Texas
$268K -$309K -2,018 -52%
BWA
3291
Burt Wealth Advisors
Maryland
$268K +$2.45K +16 +0.9%
Loomis, Sayles & Company
3292
Loomis, Sayles & Company
Massachusetts
$268K -$85.9K -561 -23%
OCM
3293
Osterweis Capital Management
California
$268K +$15.3K +100 +6%
TDB
3294
Thompson David Blair
$268K +$283K +1,848 New
AWM
3295
AAF Wealth Management
Massachusetts
$267K
RTC
3296
Riverview Trust Company
Washington
$267K
TFP
3297
Tilia Fiduciary Partners
North Carolina
$267K -$7.65K -50 -3%
OWA
3298
Opal Wealth Advisors
New York
$267K -$10.3K -67 -4%
KF
3299
KKM Financial
Illinois
$267K
HWMC
3300
Heritage Wealth Management (California)
California
$267K +$8.27K +54 +3%