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Transmedics

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
351
Plante Moran Financial Advisors
Michigan
$664 +$846 +10 New
BWL
352
Bogart Wealth LLC
Virginia
$598 – – –
GWM
353
Geneos Wealth Management
Colorado
$531 -$2.59M -30,627 -100%
GSWM
354
Golden State Wealth Management
California
$465 -$6.35K -75 -91%
AW
355
Ankerstar Wealth
Texas
$465 – – –
GWM
356
Gilpin Wealth Management
Colorado
$465 +$85 +1 +17%
AG
357
AmeriFlex Group
Nevada
$465 +$593 +7 New
WA
358
Westfuller Advisors
New York
$335 – – –
JWA
359
JFS Wealth Advisors
Pennsylvania
$333 -$169 -2 -29%
MWM
360
Mascoma Wealth Management
New Hampshire
$332 +$423 +5 New
SWM
361
SHP Wealth Management
Massachusetts
$266 – – –
EWP
362
Elevation Wealth Partners
California
$200 – – –
LFG
363
Larson Financial Group
Missouri
$199 -$508 -6 -67%
ZBNA
364
Zions Bancorporation, National Association
Utah
$199 -$85 -1 -25%
CA
365
Continuum Advisory
Idaho
$199 +$254 +3 New
EC
366
Elequin Capital
New York
$133 -$2.96K -35 -95%
RWM
367
Rialto Wealth Management
New York
$133 +$85 +1 +100%
CCMI
368
Creative Capital Management Investments
California
$133 +$169 +2 New
DCM
369
Davis Capital Management
Florida
$133 +$169 +2 New
AWM
370
Abound Wealth Management
Tennessee
$67 – – –
LI
371
LRI Investments
Florida
$66 -$2.37K -28 -97%
HFS
372
Hughes Financial Services
Virginia
$66 -$339 -4 -80%
APFP
373
Action Point Financial Planning
Michigan
$66 +$85 +1 New
CWP
374
Concord Wealth Partners
Virginia
$66 +$85 +1 New
RA
375
Royce & Associates
New York
– -$24.3M -244,382 Closed