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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
2726
Bank of Stockton
California
$278K +$51.7K +1,196 +21%
FW
2727
FirstPurpose Wealth
Utah
$278K +$10.3K +239 +4%
PFG
2728
Prosperity Financial Group
California
$278K +$11.3K +262 +4%
TAIM
2729
TD Ameritrade Investment Management
Nebraska
$277K -$63K -1,458 -18%
SCM
2730
Stordahl Capital Management
Colorado
$277K +$42K +972 +17%
CCM
2731
Crew Capital Management
Ohio
$276K
FL
2732
Fort LP
Maryland
$276K -$85.9K -1,989 -23%
LC
2733
Landaas & Company
Wisconsin
$276K
PFM
2734
Privium Fund Management
Netherlands
$276K +$292K +6,763 New
RB
2735
Renasant Bank
Mississippi
$276K +$26.6K +616 +10%
SWM
2736
Sugarloaf Wealth Management
Georgia
$275K -$6.18K -143 -2%
SPC
2737
Stewart & Patten Company
California
$275K -$16.5K -382 -5%
CPSC
2738
Carl P. Sherr & Co
Massachusetts
$275K -$2.38K -55 -0.8%
TCM
2739
Towercrest Capital Management
Pennsylvania
$275K -$21.6K -500 -7%
WPC
2740
White Pine Capital
Minnesota
$275K -$36.4K -842 -11%
PFM
2741
Peak Financial Management
Massachusetts
$274K +$291K +6,727 New
AWM
2742
Atticus Wealth Management
Florida
$273K -$88K -2,037 -23%
MWM
2743
MinichMacGregor Wealth Management
New York
$273K +$187K +4,339 +185%
HFP
2744
Holistic Financial Partners
Indiana
$273K +$1.47K +34 +0.5%
CIM
2745
Chapman Investment Management
California
$273K -$794K -18,395 -73%
TSS
2746
Two Sigma Securities
New York
$272K +$288K +6,673 New
DAM
2747
Diamant Asset Management
Connecticut
$271K -$19.4K -450 -6%
NECFA
2748
New England Capital Financial Advisors
Connecticut
$270K +$389 +9 +0.1%
SFA
2749
Source Financial Advisors
New York
$270K -$3.67K -85 -1%
IAG
2750
Investment Advisory Group
Massachusetts
$269K +$130 +3 +0%