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Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1676
Peoples Financial Services Corp
Pennsylvania
$470K +$360K +884 +220%
HCP
1677
Holt Capital Partners
Texas
$467K – – –
CWM
1678
Circle Wealth Management
New Jersey
$467K +$2.04K +5 +0.4%
HIM
1679
Harbour Investment Management
Washington
$466K – – –
JIP
1680
Jaffetilchin Investment Partners
Florida
$466K +$1.22K +3 +0.2%
WQ
1681
Wealth Quarterback
New Jersey
$465K +$517K +1,271 New
1SB
1682
1ST Source Bank
Indiana
$463K -$1.63K -4 -0.3%
BZWA
1683
Blue Zone Wealth Advisors
California
$461K – – –
APC
1684
Aspire Private Capital
North Carolina
$459K +$1.63K +4 +0.3%
SBF
1685
Sara-Bay Financial
Florida
$458K -$6.11K -15 -1%
LJAC
1686
L.J. Altfest & Co
New York
$457K +$168K +414 +50%
MW
1687
Marcum Wealth
Ohio
$454K -$21.6K -53 -4%
RSWM
1688
Robertson Stephens Wealth Management
California
$454K +$1.63K +4 +0.3%
HBW
1689
Hazlett, Burt & Watson
West Virginia
$453K +$7.73K +19 +2%
WKSWA
1690
White Knight Strategic Wealth Advisors
New Jersey
$450K – – –
TFCP
1691
Twin Focus Capital Partners
Massachusetts
$450K +$22.8K +56 +5%
IAIM
1692
International Assets Investment Management
Florida
$449K -$326K -800 -39%
LPIC
1693
LeJeune Puetz Investment Counsel
Michigan
$449K – – –
PPW
1694
Pinnacle Private Wealth
Massachusetts
$449K +$2.04K +5 +0.4%
NWA
1695
New World Advisors
Massachusetts
$449K +$34.6K +85 +8%
MCWA
1696
Meadow Creek Wealth Advisors
Georgia
$448K -$8.55K -21 -2%
AIC
1697
Archer Investment Corporation
Indiana
$446K +$99.7K +245 +25%
LFAS
1698
Level Four Advisory Services
Texas
$444K -$48.8K -120 -9%
GA
1699
Geller Advisors
New York
$441K -$3.66K -9 -0.7%
MGIM
1700
M&G Investment Management
United Kingdom
$440K -$11.4K -28 -2%
66 67
68
69 70