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Name Holding Trade Value Shares
Change
Change in
Stake
BB
2376
Berkshire Bank
Massachusetts
$233K +$224K +648 New
ZF
2377
Zhang Financial
Michigan
$231K -$12.4K -36 -5%
TIA
2378
Tiemann Investment Advisors
California
$231K – – –
FFA
2379
Founders Financial Alliance
North Carolina
$231K +$3.46K +10 +2%
KF
2380
Krilogy Financial
Missouri
$231K +$223K +644 New
COF
2381
Capital One Financial
Virginia
$230K -$3.11K -9 -1%
WHG
2382
Westwood Holdings Group
Texas
$230K -$346 -1 -0.2%
GAMC
2383
Garner Asset Management Corp
Texas
$230K – – –
BWFA
2384
Baltimore-Washington Financial Advisors
Maryland
$230K +$222K +642 New
PWAG
2385
Polaris Wealth Advisory Group
California
$229K -$18.3K -53 -8%
FMI
2386
F/M Investments
District of Columbia
$229K – – –
FDS
2387
Freedom Day Solutions
Texas
$229K – – –
TCM
2388
Tufton Capital Management
Maryland
$229K +$221K +640 New
TCM
2389
Traynor Capital Management
Pennsylvania
$228K +$220K +636 New
AR
2390
Apeiron RIA
Texas
$227K +$218K +631 New
UWM
2391
USAdvisors Wealth Management
Minnesota
$226K +$217K +628 New
WI
2392
Wintrust Investments
Illinois
$225K -$3.46K -10 -2%
NG
2393
Northstar Group
New York
$225K – – –
MKA
2394
M. Kulyk & Associates
Georgia
$224K +$215K +623 New
IF
2395
Insight Folios
North Carolina
$224K +$216K +624 New
PD
2396
Planning Directions
Pennsylvania
$223K +$346 +1 +0.2%
GHA
2397
GW Henssler & Associates
Georgia
$223K +$214K +620 New
FEG
2398
Financial Enhancement Group
Indiana
$222K – – –
MWA
2399
Monograph Wealth Advisors
California
$222K +$214K +618 New
RI
2400
Ridgewood Investments
New Jersey
$221K – – –