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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2076
Gitterman Wealth Management
New Jersey
$218K +$227K +2,322 New
AFG
2077
Allegheny Financial Group
Pennsylvania
$218K +$230K +2,354 New
PSP
2078
Principal Street Partners
Tennessee
$217K +$5.37K +55 +2%
PD
2079
Planning Directions
Pennsylvania
$217K +$228K +2,339 New
Bank Julius Baer & Co
2080
Bank Julius Baer & Co
Switzerland
$216K -$40K -410 -15%
KFSC
2081
Keystone Financial Services (Colorado)
Colorado
$216K -$293 -3 -0.1%
TIA
2082
Tandem Investment Advisors
South Carolina
$216K +$11.6K +119 +5%
MHWM
2083
Montz Harcus Wealth Management
Louisiana
$215K +$878 +9 +0.4%
LCM
2084
LVM Capital Management
Michigan
$214K – – –
PFS
2085
Physicians Financial Services
North Carolina
$214K – – –
GA
2086
GFS Advisors
Texas
$213K -$766K -7,850 -77%
MCM
2087
Monarch Capital Management
Indiana
$213K – – –
PWM
2088
PRW Wealth Management
Massachusetts
$213K – – –
JSW
2089
Journey Strategic Wealth
New Jersey
$211K -$169K -1,734 -43%
KCPG
2090
Kavar Capital Partners Group
Kansas
$211K +$222K +2,278 New
KA
2091
KLCM Advisors
Wisconsin
$210K +$221K +2,261 New
PJSIMP
2092
P.J. Schmidt Investment Management (PJS)
Wisconsin
$209K +$202K +2,070 New
ZIMP
2093
Zimmermann Investment Management & Planning
Pennsylvania
$208K +$16.1K +165 +8%
BBW
2094
Blue Barn Wealth
Utah
$207K +$98 +1 +0%
QFA
2095
Quantum Financial Advisors
California
$207K +$194K +1,987 New
EWM
2096
Evermay Wealth Management
Virginia
$206K – – –
LCM
2097
Liberty Capital Management
Michigan
$206K – – –
SWM
2098
Selective Wealth Management
Virginia
$206K +$8.98K +92 +4%
CDH
2099
Charles D. Hyman
$206K +$217K +2,219 New
BFG
2100
Berger Financial Group
Minnesota
$204K -$12.7K -130 -6%