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Name Holding Trade Value Shares
Change
Change in
Stake
Measured Wealth Private Client Group
4251
Measured Wealth Private Client Group
New Hampshire
$228K – – –
Palladiem
4252
Palladiem
Pennsylvania
$228K -$90.5K -282 -30%
MFA Wealth Advisors
4253
MFA Wealth Advisors
Pennsylvania
$228K -$11.9K -37 -5%
OFS Enterprise
4254
OFS Enterprise
Nebraska
$228K +$213K +664 New
CL
4255
CIM LLC
New York
$227K – – –
Copley Financial Group
4256
Copley Financial Group
California
$227K -$3.85K -12 -2%
Summit Financial Consulting
4257
Summit Financial Consulting
Michigan
$227K – – –
Lumbard & Kellner
4258
Lumbard & Kellner
New Hampshire
$227K +$213K +662 New
Financial Management Professionals
4259
Financial Management Professionals
Texas
$227K -$64.5K -201 -23%
Dakota Community Bank & Trust
4260
Dakota Community Bank & Trust
North Dakota
$227K +$4.17K +13 +2%
BWIA
4261
Bryant Woods Investment Advisors
New York
$226K +$212K +660 New
Slow Capital
4262
Slow Capital
California
$226K +$212K +660 New
Commons Capital
4263
Commons Capital
Massachusetts
$226K +$212K +659 New
TopTier Wealth Management
4264
TopTier Wealth Management
Wisconsin
$224K +$642 +2 +0.3%
TCM
4265
Thoma Capital Management
Maryland
$224K -$96.3K -300 -31%
BankChampaign National Association
4266
BankChampaign National Association
Illinois
$224K +$210K +654 New
David J. Yvars Group
4267
David J. Yvars Group
Florida
$224K +$210K +653 New
1620 Investment Advisors
4268
1620 Investment Advisors
Massachusetts
$224K +$2.57K +8 +1%
Stonehaven Wealth & Tax Solutions
4269
Stonehaven Wealth & Tax Solutions
Wisconsin
$224K -$19.6K -61 -9%
Alpha Financial Partners
4270
Alpha Financial Partners
Kentucky
$224K +$209K +652 New
WBG
4271
Wharton Business Group
Pennsylvania
$224K +$209K +652 New
Mizuho Markets Cayman
4272
Mizuho Markets Cayman
Cayman Islands
$223K -$297K -925 -59%
Meramec Financial Planners
4273
Meramec Financial Planners
Missouri
$223K -$2.89K -9 -1%
IIA
4274
IPG Investment Advisors
California
$222K +$208K +647 New
Flagstone Financial Management
4275
Flagstone Financial Management
Nebraska
$222K +$207K +646 New