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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1776
Doyle Wealth Management
Florida
$243K -$49.2K -676 -17%
CYG
1777
Clean Yield Group
Vermont
$243K +$5.03K +69 +2%
BAM
1778
Berkshire Asset Management
Pennsylvania
$242K -$13.9K -191 -6%
AP
1779
Appleton Partners
Massachusetts
$242K -$1.02K -14 -0.4%
SFO
1780
Stokes Family Office
Louisiana
$241K -$82.5K -1,133 -26%
JIC
1781
Joel Isaacson & Co
New York
$240K +$14.6K +200 +7%
NAM
1782
NTV Asset Management
West Virginia
$239K – – –
OFG
1783
Oxford Financial Group
Indiana
$238K +$230K +3,162 New
EI
1784
Ellevest Inc
New York
$236K +$88.8K +1,219 +64%
BMCM
1785
Burns Matteson Capital Management
New York
$235K +$228K +3,129 New
PFC
1786
Phocas Financial Corp
California
$234K – – –
SWA
1787
Sax Wealth Advisors
New Jersey
$234K +$1.75K +24 +0.8%
QPWM
1788
Quadrant Private Wealth Management
Pennsylvania
$233K -$243K -3,339 -52%
SIM
1789
Spark Investment Management
New York
$233K – – –
SFG
1790
Sowa Financial Group
Rhode Island
$232K – – –
LC
1791
Lindbrook Capital
California
$231K +$2.99K +41 +1%
MFGM
1792
Marshall Financial Group (Maryland)
Maryland
$231K +$223K +3,067 New
DI
1793
DAGCO Inc
Ohio
$230K -$83.8K -1,150 -27%
PFBT
1794
Parkside Financial Bank & Trust
Missouri
$230K +$44.5K +611 +25%
PWS
1795
Precision Wealth Strategies
Missouri
$230K +$222K +3,052 New
PFS
1796
Physicians Financial Services
North Carolina
$229K – – –
AWE
1797
Avidian Wealth Enterprises
Texas
$228K -$13.8K -190 -6%
CCA
1798
Cobblestone Capital Advisors
New York
$228K – – –
CHA
1799
Carmichael Hill & Associates
Maryland
$228K +$219 +3 +0.1%
IC
1800
Inverness Counsel
New York
$228K +$2.4K +33 +1%
70 71
72
73 74