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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
2676
William Mack & Associates
Michigan
$256K
PS
2677
Planned Solutions
California
$256K
KFP
2678
Kerr Financial Planning
California
$255K -$9.98K -34 -4%
CA
2679
Cannon Advisors
North Carolina
$254K -$26.4K -90 -10%
EPI
2680
Eddie Patel Inc
Illinois
$254K +$245K +836 New
RFS
2681
Richardson Financial Services
Massachusetts
$254K +$17.6K +60 +15%
IAG
2682
Investment Advisory Group
Massachusetts
$253K +$15.3K +52 +7%
ADL
2683
Asset Dedication LLC
California
$253K -$15K -51 -6%
WAG
2684
Winthrop Advisory Group
Massachusetts
$253K +$244K +830 New
FFG
2685
Frisch Financial Group
New York
$252K +$243K +828 New
RF
2686
Roxbury Financial
New Jersey
$252K +$3.23K +11 +1%
PCM
2687
Permanent Capital Management
Illinois
$251K +$242K +825 New
KWM
2688
KW Wealth Management
California
$251K
SNB
2689
Security National Bank
Nebraska
$250K +$49.9K +170 +26%
MWPCG
2690
Measured Wealth Private Client Group
New Hampshire
$250K -$30.5K -104 -11%
LA
2691
Lifeworks Advisors
Michigan
$249K +$241K +821 New
ABWM
2692
Alpine Bank Wealth Management
Colorado
$249K
RRA
2693
Round Rock Advisors
Connecticut
$249K
OFS
2694
Oldfather Financial Services
Nebraska
$249K +$240K +819 New
I
2695
INVST
Indiana
$249K +$12.3K +42 +5%
LCM
2696
Leisure Capital Management
California
$248K +$18.2K +62 +8%
EGWAG
2697
Elwood & Goetz Wealth Advisory Group
Georgia
$248K
BFM
2698
Brooklands Fund Management
United Kingdom
$248K +$220K +750 New
FA
2699
Faithward Advisors
Pennsylvania
$248K +$880 +3 +0.4%
SSCA
2700
South Shore Capital Advisors
Massachusetts
$248K +$239K +815 New