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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1601
Pinnacle Wealth Planning Services
Ohio
$303K +$56.2K +203 +19%
HCM
1602
HMS Capital Management
Tennessee
$303K +$345K +1,247 New
PCM
1603
Polymer Capital Management
New York
$302K -$98.6K -356 -22%
4A
1604
4Wealth Advisors
Illinois
$301K +$170K +613 +96%
VCA
1605
Verdence Capital Advisors
Maryland
$300K -$373K -1,348 -52%
DFA
1606
Delta Financial Advisors
Louisiana
$299K +$78.9K +285 +30%
RTC
1607
Real Talk Capital
Tennessee
$298K +$120K +435 +55%
AMPWP
1608
Alvarez & Marsal Private Wealth Partners
Florida
$296K +$84.2K +304 +33%
BBPWM
1609
Blue Bell Private Wealth Management
Pennsylvania
$296K +$320K +1,156 +1,865%
Fort Washington Investment Advisors
1610
Fort Washington Investment Advisors
Ohio
$296K -$23.5K -85 -7%
MDA
1611
Minot DeBlois Advisors
Massachusetts
$296K +$189K +684 +128%
Level Four Advisory Services
1612
Level Four Advisory Services
Texas
$296K -$67K -242 -17%
Circle Wealth Management
1613
Circle Wealth Management
New Jersey
$295K -$18.8K -68 -5%
TC
1614
TwinBeech Capital
New York
$295K +$336K +1,214 New
RWP
1615
Revolve Wealth Partners
New Jersey
$292K -$32.1K -116 -9%
OCM
1616
Osbon Capital Management
Massachusetts
$292K +$166K +600 +100%
AHC
1617
Adell Harriman & Carpenter
Texas
$292K -$111K -400 -25%
Bellevue Group
1618
Bellevue Group
Switzerland
$292K – – –
EP
1619
Elkhorn Partners
Nebraska
$292K – – –
HCP
1620
Holt Capital Partners
Texas
$291K – – –
SAM
1621
Secure Asset Management
Michigan
$291K +$62.6K +226 +23%
FM
1622
Family Management
New York
$290K +$34.9K +126 +12%
LCG
1623
Lakeshore Capital Group
Illinois
$290K +$8.31K +30 +3%
IEFM
1624
IQ EQ Fund Management
Ireland
$289K -$95K -343 -22%
TC
1625
Truvestments Capital
Florida
$289K +$82.5K +298 +33%