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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
3401
Tobias Financial Advisors
Florida
$271K – – –
BF
3402
Brooklyn FI
New York
$270K +$53.3K +1,190 +24%
IF
3403
Insight Folios
North Carolina
$270K -$10.8K -240 -4%
BZWA
3404
Blue Zone Wealth Advisors
California
$269K +$277K +6,190 New
WHC
3405
Wulff, Hansen & Co
California
$269K -$28.7K -640 -9%
AM
3406
Atwater Malick
Pennsylvania
$269K -$9.41K -210 -3%
CPW
3407
Crestmont Private Wealth
Texas
$268K -$99K -2,210 -26%
MCM
3408
Mainstay Capital Management
Michigan
$268K -$31.4K -700 -10%
GCL
3409
Gouws Capital LLC
North Carolina
$268K – – –
GWM
3410
GoalFusion Wealth Management
Texas
$267K – – –
SAS
3411
Stelac Advisory Services
New York
$266K -$515K -11,490 -66%
PGF
3412
Plan Group Financial
Oklahoma
$266K -$412K -9,200 -60%
MKC
3413
M. Kraus & Co
Vermont
$265K – – –
YWM
3414
Yoder Wealth Management
California
$264K +$35.8K +800 +15%
JCM
3415
Janney Capital Management
Pennsylvania
$264K -$4.48K -100 -2%
BFIC
3416
Bedell Frazier Investment Counselling
California
$263K +$271K +6,050 New
AWM
3417
Altus Wealth Management
Kentucky
$263K – – –
PIM
3418
Platinum Investment Management
Australia
$262K -$21.1K -470 -7%
Beck Mack & Oliver
3419
Beck Mack & Oliver
New York
$261K – – –
OBGC
3420
O'Brien Greene & Co
Pennsylvania
$261K – – –
RC
3421
Reik & Co
New York
$261K – – –
Capital Group Private Client Services
3422
Capital Group Private Client Services
California
$261K – – –
SCA
3423
Scott Capital Advisors
Oregon
$260K +$253K +5,640 New
LRIA
3424
Leonard Rickey Investment Advisors
Washington
$259K -$99K -2,210 -27%
RFP
3425
Root Financial Partners
California
$259K +$267K +5,960 New