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Name Holding Trade Value Shares
Change
Change in
Stake
WFMPM
1401
Woodley Farra Manion Portfolio Management
Indiana
$210K +$190K +577 New
PIM
1402
Penobscot Investment Management
Massachusetts
$209K -$30.9K -94 -14%
TLA
1403
Tanglewood Legacy Advisors
Texas
$209K +$2.3K +7 +1%
LJAC
1404
L.J. Altfest & Co
New York
$209K -$362K -1,099 -66%
LFA
1405
LGT Financial Advisors
Texas
$208K -$41.1K -125 -18%
HI
1406
Harbour Investments
Wisconsin
$208K +$16.8K +51 +10%
BFC
1407
Bedel Financial Consulting
Indiana
$208K +$188K +572 New
AMBIA
1408
Allen Mooney & Barnes Investment Advisors
Georgia
$207K +$193K +587 New
BFG
1409
Bouchey Financial Group
New York
$207K +$187K +569 New
LA
1410
Legacy Advisors
Pennsylvania
$206K +$187K +568 New
CRC
1411
Curi RMB Capital
Illinois
$206K +$187K +567 New
MCM
1412
MV Capital Management
Maryland
$206K -$30.6K -93 -14%
SFG
1413
Sovereign Financial Group
Connecticut
$206K +$186K +566 New
FF
1414
Farrell Financial
New York
$205K +$186K +565 New
FWM
1415
FSA Wealth Management
Massachusetts
$205K – – –
LMKC
1416
L.M. Kohn & Company
Ohio
$204K +$185K +562 New
VCG
1417
Vantage Consulting Group
Virginia
$203K -$54.6K -166 -23%
M
1418
Mirova
France
$203K – – –
PA
1419
Procyon Advisors
Connecticut
$202K -$41.1K -125 -18%
OWMIAS
1420
One Wealth Management Investment & Advisory Services
Florida
$202K +$183K +556 New
RSWA
1421
Robinson Smith Wealth Advisors
Maine
$202K +$183K +556 New
FHA
1422
First Horizon Advisors
Tennessee
$201K +$1.32K +4 +0.7%
WCM
1423
Windsor Capital Management
Arizona
$200K +$182K +552 New
FFWM
1424
Future Financial Wealth Management
Ohio
$200K +$181K +550 New
MHR
1425
Matthew Hamilton Rosenberg
$194K – – –