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Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
2101
Parisi Gray Wealth Management
New Jersey
$208K +$230K +818 New
BMCM
2102
Burns Matteson Capital Management
New York
$208K +$4.5K +16 +2%
APG
2103
Abacus Planning Group
South Carolina
$207K -$27K -96 -11%
SPWG
2104
Sage Private Wealth Group
Illinois
$207K +$3.09K +11 +1%
SSCA
2105
South Shore Capital Advisors
Massachusetts
$207K +$229K +815 New
NWM
2106
NEIRG Wealth Management
Massachusetts
$207K +$229K +816 New
WDC
2107
Woodward Diversified Capital
California
$206K +$3.93K +14 +2%
RWA
2108
RGT Wealth Advisors
Texas
$206K +$13.2K +47 +6%
KPW
2109
Kore Private Wealth
New York
$205K -$664K -2,363 -75%
PCMC
2110
Private Capital Management (Colorado)
Colorado
$205K -$24.7K -88 -10%
CPO
2111
Cerity Partners OCIO
New York
$204K -$20.8K -74 -8%
FNBOO
2112
First National Bank of Omaha
Nebraska
$204K -$14K -50 -6%
WG
2113
Welch Group
Alabama
$204K -$12.6K -45 -5%
AIM
2114
Axiom Investment Management
New York
$204K +$1.69K +6 +0.8%
SC
2115
Seldon Capital
California
$204K +$226K +803 New
CGA
2116
Crescent Grove Advisors
Illinois
$204K +$226K +804 New
FNB
2117
Farmers National Bank
Kentucky
$204K -$32.9K -117 -13%
UCMOK
2118
United Capital Management of KS
Kansas
$203K -$10.7K -38 -5%
TA
2119
Trellis Advisors
Washington
$203K
ACP
2120
Arcus Capital Partners
Georgia
$203K +$224K +797 New
WIA
2121
Westbourne Investment Advisors
Maryland
$203K +$225K +800 New
FCFS
2122
First Command Financial Services
Texas
$202K +$68.8K +245 +44%
WCA
2123
Waypoint Capital Advisors
Minnesota
$202K +$223K +794 New
JLBC
2124
J.L. Bainbridge & Co
Florida
$201K -$56.2K -200 -20%
KWM
2125
Keebeck Wealth Management
Illinois
$201K -$28.1K -100 -11%