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Name Holding Trade Value Shares
Change
Change in
Stake
HFG
2226
Heron Financial Group
New York
$276K +$19.7K +262 +7%
GAM
2227
Gemmer Asset Management
California
$274K +$1.28K +17 +0.5%
LWP
2228
Legacy Wealth Planning
Nevada
$272K -$13K -173 -4%
RZH
2229
Relyea Zuckerberg Hanson
Connecticut
$272K -$8.88K -118 -3%
GWM
2230
GSB Wealth Management
Connecticut
$271K – – –
MWA
2231
Moser Wealth Advisors
Washington
$271K +$226K +2,997 +440%
C
2232
Certuity
Florida
$270K -$17.5K -232 -6%
SPP
2233
Single Point Partners
Massachusetts
$269K -$5.5K -73 -2%
BMC
2234
Benin Management Corp
Connecticut
$269K – – –
APW
2235
Austin Private Wealth
Texas
$269K +$8.96K +119 +3%
HFA
2236
High Falls Advisors
New York
$269K +$10.8K +144 +4%
XSC
2237
X-Square Capital
Puerto Rico
$269K +$47.6K +632 +21%
TCOK
2238
Trust Company of Kansas
Kansas
$268K -$121K -1,602 -31%
RICHC
2239
Renaissance Investment Consultants Holding Company
Pennsylvania
$268K +$1.88K +25 +0.7%
OL
2240
Optas LLC
Texas
$268K +$273K +3,623 New
LFA
2241
Legend Financial Advisors
Pennsylvania
$268K +$274K +3,639 New
CA
2242
Callahan Advisors
Texas
$267K -$14.9K -198 -5%
LWM
2243
Liberty Wealth Management
California
$267K -$75 -1 -0%
TCPWM
2244
Traverso Chambers Private Wealth Management
California
$266K – – –
CCT
2245
Capital City Trust
Florida
$265K -$28.8K -383 -10%
CFA
2246
Capstone Financial Advisors
Illinois
$264K – – –
DAM
2247
Diamant Asset Management
Connecticut
$263K – – –
VFM
2248
Vivid Financial Management
California
$263K +$9.34K +124 +4%
SGK
2249
Steigerwald Gordon & Koch
Virginia
$263K +$12.9K +171 +5%
TFO
2250
Tarbox Family Office
California
$263K +$29.7K +395 +12%