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Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1776
Joel Isaacson & Co
New York
$240K +$14.6K +200 +7%
NAM
1777
NTV Asset Management
West Virginia
$239K – – –
OFG
1778
Oxford Financial Group
Indiana
$238K +$230K +3,162 New
EI
1779
Ellevest Inc
New York
$236K +$88.8K +1,219 +64%
BMCM
1780
Burns Matteson Capital Management
New York
$235K +$228K +3,129 New
PFC
1781
Phocas Financial Corp
California
$234K – – –
SWA
1782
Sax Wealth Advisors
New Jersey
$234K +$1.75K +24 +0.8%
QPWM
1783
Quadrant Private Wealth Management
Pennsylvania
$233K -$243K -3,339 -52%
SIM
1784
Spark Investment Management
New York
$233K – – –
SFG
1785
Sowa Financial Group
Rhode Island
$232K – – –
LC
1786
Lindbrook Capital
California
$231K +$2.99K +41 +1%
MFGM
1787
Marshall Financial Group (Maryland)
Maryland
$231K +$223K +3,067 New
DI
1788
DAGCO Inc
Ohio
$230K -$83.8K -1,150 -27%
PFBT
1789
Parkside Financial Bank & Trust
Missouri
$230K +$44.5K +611 +25%
PWS
1790
Precision Wealth Strategies
Missouri
$230K +$222K +3,052 New
PFS
1791
Physicians Financial Services
North Carolina
$229K – – –
AWE
1792
Avidian Wealth Enterprises
Texas
$228K -$13.8K -190 -6%
CCA
1793
Cobblestone Capital Advisors
New York
$228K – – –
CHA
1794
Carmichael Hill & Associates
Maryland
$228K +$219 +3 +0.1%
IC
1795
Inverness Counsel
New York
$228K +$2.4K +33 +1%
LRPA
1796
L. Roy Papp & Associates
Arizona
$228K +$221K +3,033 New
FA
1797
Forefront Analytics
Pennsylvania
$226K -$19.4K -267 -8%
RBC
1798
Roble Belko & Company
Pennsylvania
$226K +$197K +2,700 +900%
AFA
1799
AllGen Financial Advisors
Florida
$225K +$218K +2,993 New
MG
1800
Mather Group
Illinois
$225K +$947 +13 +0.4%
70 71
72
73 74