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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
751
LCM Capital Management
Illinois
$245K +$11.9K +43 +5%
IFWM
752
Institute for Wealth Management
Colorado
$243K -$14.1K -51 -6%
GWSG
753
GPS Wealth Strategies Group
Colorado
$242K +$241K +870 New
LP
754
LGL Partners
Pennsylvania
$242K – – –
PPWM
755
PFG Private Wealth Management
Florida
$242K +$240K +869 New
JIC
756
Joel Isaacson & Co
New York
$241K – – –
WA
757
WealthTrust Axiom
Pennsylvania
$241K – – –
CW
758
CreativeOne Wealth
Kansas
$240K +$239K +865 New
EHC
759
Everett Harris & Co
California
$240K – – –
BSC
760
Brown Shipley & Co
United Kingdom
$239K +$238K +861 New
PHS
761
Pekin Hardy Strauss
Illinois
$238K – – –
OWA
762
One Wealth Advisors
California
$237K – – –
FBT
763
First Bank & Trust
South Dakota
$235K -$277 -1 -0.1%
CCIA
764
Campbell & Co Investment Adviser
Maryland
$230K -$1.34M -4,848 -85%
HSA
765
HBK Sorce Advisory
Pennsylvania
$228K -$228K -823 -50%
FHA
766
First Horizon Advisors
Tennessee
$228K -$37.1K -134 -14%
POIA
767
Pin Oak Investment Advisors
Texas
$228K – – –
CANC
768
Culbertson A N & Co
Virginia
$228K – – –
WAP
769
Wealthcare Advisory Partners
Pennsylvania
$225K +$2.21K +8 +1%
SIC
770
Sigma Investment Counselors
Michigan
$222K +$221K +800 New
PIMJS
771
PKO Investment Management Joint-Stock
Poland
$222K +$221K +800 New
CB
772
Community Bank
New York
$222K – – –
RVM
773
Robinson Value Management
Texas
$220K – – –
IAN
774
Integrated Advisors Network
Texas
$220K +$219K +790 New
NB
775
NBT Bank
New York
$215K -$35.7K -129 -14%