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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
2501
Madrona Financial Services
Washington
$210K – – –
PPW
2502
Pasadena Private Wealth
California
$209K -$1.53K -26 -0.7%
GSC
2503
Ground Swell Capital
South Carolina
$209K +$219K +3,728 New
HHAM
2504
HITE Hedge Asset Management
Massachusetts
$208K – – –
LFG
2505
Larson Financial Group
Missouri
$208K +$62.3K +1,062 +40%
FMN
2506
Financial Management Network
California
$207K -$7.1K -121 -3%
BSSFA
2507
Baron Silver Stevens Financial Advisors
Florida
$207K +$216K +3,687 New
HWMG
2508
Hurlow Wealth Management Group
Indiana
$206K -$2.17K -37 -1%
CBB
2509
Citizens Business Bank
California
$205K -$163K -2,784 -43%
LFG
2510
Lazard Frères Gestion
France
$205K -$38.2K -650 -13%
BOS
2511
Bank of Stockton
California
$204K +$14.7K +250 +7%
NWM
2512
Northwest Wealth Management
Iowa
$204K +$213K +3,633 New
FP
2513
Financial Perspectives
Minnesota
$203K – – –
I
2514
INVST
Indiana
$202K -$19.7K -336 -8%
GB
2515
Goepper Burkhardt
South Carolina
$202K – – –
ZAM
2516
Zevin Asset Management
Massachusetts
$202K +$211K +3,590 New
GCP
2517
Gill Capital Partners
Colorado
$201K +$411 +7 +0.2%
FPGK
2518
Financial Partners Group (Kansas)
Kansas
$200K -$20.1K -343 -9%
NFSG
2519
Newbridge Financial Services Group
Florida
$200K +$35K +596 +20%
RCG
2520
Rock Creek Group
District of Columbia
$198K +$51.9K +884 +33%
EC
2521
Estate Counselors
Wisconsin
$197K +$19.7K +335 +11%
MSFP
2522
Mark Sheptoff Financial Planning
Connecticut
$196K – – –
ACM
2523
AUA Capital Management
Pennsylvania
$195K – – –
FI
2524
Financial Insights
Washington
$194K +$293 +5 +0.1%
CCG
2525
Ceeto Capital Group
Florida
$192K – – –