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Name Holding Trade Value Shares
Change
Change in
Stake
PFG
2726
Prosperity Financial Group
California
$220K +$6.44K +57 +3%
BM
2727
Berman McAleer
Maryland
$219K +$1.69K +15 +0.7%
SLC
2728
Second Line Capital
Louisiana
$219K +$13.3K +118 +5%
FPL
2729
Fortress Private Ledger
North Carolina
$219K -$38.7K -343 -14%
ACM
2730
Argent Capital Management
Missouri
$219K
PCS
2731
Private Client Services
Kentucky
$218K +$239K +2,120 New
FAOAI
2732
Fund Advisors of America Inc
Florida
$217K +$239K +2,118 New
AIC
2733
Argus Investors Counsel
New York
$217K
POIA
2734
Pin Oak Investment Advisors
Texas
$217K
MAM
2735
McLean Asset Management
Virginia
$217K -$3.95K -35 -2%
BCM
2736
BTC Capital Management
Iowa
$217K +$35K +310 +17%
GCM
2737
Generation Capital Management
New York
$217K
SWP
2738
Summit Wealth Partners
Florida
$217K +$238K +2,109 New
CAM
2739
Congress Asset Management
Massachusetts
$216K
AW
2740
Alteri Wealth
California
$216K -$9.71K -86 -4%
WFI
2741
West Family Investments
California
$216K -$781K -6,913 -77%
FMN
2742
Financial Management Network
California
$215K -$72.2K -639 -23%
ORC
2743
O'Rourke & Company
Massachusetts
$215K
CLIP
2744
Colter Lewis Investment Partners
Connecticut
$215K +$236K +2,094 New
NLP
2745
Next Level Private
New York
$215K +$236K +2,092 New
MKA
2746
M. Kulyk & Associates
Georgia
$214K +$2.94K +26 +1%
CFO
2747
Collective Family Office
Pennsylvania
$214K -$9.82K -87 -4%
FOA
2748
Five Oceans Advisors
California
$214K -$17.1K -151 -7%
FWP
2749
Falcon Wealth Planning
California
$214K -$5.42K -48 -2%
HCMG
2750
Howard Capital Management Group
California
$213K -$17.4K -154 -7%