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Name Holding Trade Value Shares
Change
Change in
Stake
TF
2676
Tenzing Financial
Virginia
$262K +$253K +862 New
LIA
2677
Lynx Investment Advisory
District of Columbia
$262K -$1.76K -6 -0.7%
EA
2678
Emerald Advisors
Washington
$261K – – –
FI
2679
Fosun International
China
$260K – – –
BCP
2680
Berkeley Capital Partners
Georgia
$259K -$880 -3 -0.4%
OAM
2681
Oak Asset Management
California
$258K – – –
PA
2682
Prosperity Advisers
Pennsylvania
$258K +$249K +847 New
CFG
2683
CKW Financial Group
Hawaii
$258K – – –
JC
2684
JM2 Capital
Oklahoma
$257K +$249K +847 New
WMA
2685
William Mack & Associates
Michigan
$256K – – –
PS
2686
Planned Solutions
California
$256K – – –
KFP
2687
Kerr Financial Planning
California
$255K -$9.98K -34 -4%
CA
2688
Cannon Advisors
North Carolina
$254K -$26.4K -90 -10%
EPI
2689
Eddie Patel Inc
Illinois
$254K +$245K +836 New
RFS
2690
Richardson Financial Services
Massachusetts
$254K +$17.6K +60 +15%
IAG
2691
Investment Advisory Group
Massachusetts
$253K +$15.3K +52 +7%
ADL
2692
Asset Dedication LLC
California
$253K -$15K -51 -6%
WAG
2693
Winthrop Advisory Group
Massachusetts
$253K +$244K +830 New
FFG
2694
Frisch Financial Group
New York
$252K +$243K +828 New
RF
2695
Roxbury Financial
New Jersey
$252K +$3.23K +11 +1%
PCM
2696
Permanent Capital Management
Illinois
$251K +$242K +825 New
KWM
2697
KW Wealth Management
California
$251K – – –
SNB
2698
Security National Bank
Nebraska
$250K +$49.9K +170 +26%
MWPCG
2699
Measured Wealth Private Client Group
New Hampshire
$250K -$30.5K -104 -11%
LA
2700
Lifeworks Advisors
Michigan
$249K +$241K +821 New