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Name Holding Trade Value Shares
Change
Change in
Stake
Private Management Group
2226
Private Management Group
California
$364K – – –
LWM
2227
LJI Wealth Management
Indiana
$363K – – –
CPSC
2228
Carl P. Sherr & Co
Massachusetts
$362K – – –
MF
2229
Montis Financial
Massachusetts
$362K +$384K +700 New
DIM
2230
DC Investments Management
Virginia
$359K – – –
PFA
2231
Pathway Financial Advisors
Vermont
$358K – – –
NC
2232
Napatree Capital
Rhode Island
$357K +$53.7K +98 +17%
SGCA
2233
Steel Grove Capital Advisors
Tennessee
$357K +$7.68K +14 +2%
TSS
2234
Two Sigma Securities
New York
$356K -$7.85M -14,312 -95%
FNWA
2235
Financial Network Wealth Advisors
Utah
$356K +$36.7K +67 +11%
Nikko Asset Management Americas
2236
Nikko Asset Management Americas
New York
$353K -$11K -20 -3%
FFWA
2237
FRG Family Wealth Advisors
Washington
$351K – – –
NFP
2238
Narus Financial Partners
Utah
$351K -$8.23K -15 -2%
TWA
2239
Tandem Wealth Advisors
Arizona
$351K +$27.4K +50 +8%
JB Capital
2240
JB Capital
Connecticut
$351K +$75.1K +137 +25%
TCI Wealth Advisors
2241
TCI Wealth Advisors
Arizona
$347K -$2.74K -5 -0.7%
PFWA
2242
Paces Ferry Wealth Advisors
Georgia
$346K -$8.23K -15 -2%
PS
2243
Planned Solutions
California
$346K – – –
SFG
2244
Sunburst Financial Group
Alabama
$345K -$7.13K -13 -2%
MSA
2245
Marino Stram & Associates
Massachusetts
$345K +$1.1K +2 +0.3%
AWA
2246
Acorn Wealth Advisors
Michigan
$344K +$83.4K +152 +30%
LA
2247
Lifeworks Advisors
Michigan
$344K +$14.3K +26 +4%
QPWM
2248
Quadrant Private Wealth Management
Pennsylvania
$344K +$6.58K +12 +2%
OWA
2249
Octavia Wealth Advisors
Ohio
$343K -$36.2K -66 -9%
SIC
2250
Sterling Investment Counsel
New York
$343K +$4.39K +8 +1%