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Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
1026
Golden State Equity Partners
California
$543K +$123K +562 +31%
KFS
1027
Kurt F. Somerville
$542K
EFMC
1028
Empire Financial Management Company
New York
$541K
BB
1029
Burford Brothers
Texas
$538K +$521K +2,381 New
FWA
1030
FSM Wealth Advisors
Ohio
$532K +$3.06K +14 +0.6%
FCCM
1031
First City Capital Management
Georgia
$528K -$10.7K -49 -2%
FTWA
1032
Fifth Third Wealth Advisors
Ohio
$527K +$26.9K +123 +6%
WFA
1033
Websterrogers Financial Advisors
South Carolina
$526K -$145K -664 -22%
TSW
1034
Thompson Siegel & Walmsley
Virginia
$526K -$28.9K -132 -5%
SAM
1035
Silvercrest Asset Management
New York
$522K -$4.19M -19,154 -89%
EA
1036
Eudaimonia Advisors
Tennessee
$521K +$94K +430 +23%
SIG
1037
Sky Investment Group
Connecticut
$521K -$875 -4 -0.2%
CP
1038
Canopy Partners
Ohio
$520K +$501K +2,293 New
Focus Partners Wealth
1039
Focus Partners Wealth
Massachusetts
$518K +$501K +2,290 New
SC
1040
SRB Corp
Massachusetts
$517K -$15.7K -72 -3%
EGA
1041
E&G Advisors
Texas
$517K
PP
1042
PDS Planning
Ohio
$516K +$30.6K +140 +7%
CWP
1043
Concord Wealth Partners
Virginia
$516K +$437K +1,997 +701%
HI
1044
Harbour Investments
Wisconsin
$514K +$88.1K +403 +22%
PCA
1045
Peddock Capital Advisors
Massachusetts
$513K
MFIM
1046
Mesirow Financial Investment Management
Illinois
$509K +$492K +2,250 New
MM
1047
MQS Management
New York
$506K +$490K +2,240 New
CAMG
1048
CWA Asset Management Group
Florida
$504K +$487K +2,229 New
HTHT
1049
Hemenway Trust Hemenway Trust
New Hampshire
$502K -$2.19K -10 -0.4%
AFG
1050
Atomi Financial Group
New York
$501K +$485K +2,217 New