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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
2326
Concord Wealth Partners
Virginia
$227K +$14.5K +122 +7%
MKA
2327
M. Kulyk & Associates
Georgia
$227K +$225K +1,896 New
PWA
2328
Phoenix Wealth Advisors
North Carolina
$226K -$60.5K -511 -21%
OCPWS
2329
One Charles Private Wealth Services
Massachusetts
$224K +$221K +1,864 New
MA
2330
MCF Advisors
Kentucky
$223K +$103K +867 +87%
BIA
2331
Barry Investment Advisors
Massachusetts
$223K +$221K +1,864 New
MIM
2332
Meridiem Investment Management
United Kingdom
$222K -$210K -1,773 -49%
YMRC
2333
Yorktown Management & Research Company
Virginia
$222K -$195K -1,650 -47%
WA
2334
Wambolt & Associates
Colorado
$222K +$2.37K +20 +1%
PCMC
2335
Private Capital Management (Colorado)
Colorado
$222K +$220K +1,853 New
HWM
2336
Hohimer Wealth Management
Washington
$221K -$168K -1,419 -44%
BWM
2337
BigSur Wealth Management
Florida
$221K – – –
FSA
2338
Fort Sheridan Advisors
Illinois
$221K – – –
HI
2339
Hudock Inc
Pennsylvania
$221K +$355 +3 +0.2%
CCFM
2340
Clear Creek Financial Management
Washington
$220K -$132K -1,110 -38%
FWM
2341
Focused Wealth Management
New York
$220K +$1.42K +12 +0.7%
HFS
2342
Howard Financial Services
Texas
$218K +$215K +1,818 New
BI
2343
Berkeley Inc
Idaho
$217K -$60.9K -514 -22%
CFA
2344
Cahill Financial Advisors
Minnesota
$217K +$214K +1,810 New
LWA
2345
Lineweaver Wealth Advisors
Ohio
$217K +$214K +1,810 New
BSA
2346
Braun Stacey Associates
New York
$216K +$213K +1,800 New
TAM
2347
Townsend Asset Management
North Carolina
$216K +$213K +1,800 New
AWA
2348
Acorn Wealth Advisors
Michigan
$214K +$211K +1,784 New
WFC
2349
Western Financial Corp
California
$213K -$502K -4,238 -70%
WG
2350
Watchman Group
Texas
$213K -$42.2K -356 -17%