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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
2101
Focused Wealth Management
New York
$238K +$70.2K +668 +40%
Jacobs Levy Equity Management
2102
Jacobs Levy Equity Management
New Jersey
$237K +$5.46K +52 +2%
BFG
2103
Berger Financial Group
Minnesota
$236K +$11.6K +110 +5%
SCA
2104
Sandy Cove Advisors
Massachusetts
$236K +$35.2K +335 +17%
PFS
2105
Physicians Financial Services
North Carolina
$234K +$3.47K +33 +1%
CCM
2106
Chilton Capital Management
Texas
$233K
LCM
2107
LVM Capital Management
Michigan
$233K
MCM
2108
Monarch Capital Management
Indiana
$233K
MHWM
2109
Montz Harcus Wealth Management
Louisiana
$233K +$11.5K +109 +5%
PWM
2110
PRW Wealth Management
Massachusetts
$232K +$241K +2,298 New
PSP
2111
Principal Street Partners
Tennessee
$231K +$18.4K +175 +8%
P
2112
&Partners
Tennessee
$229K +$10.5K +100 +5%
BW
2113
Bison Wealth
Georgia
$229K +$238K +2,262 New
UCB
2114
United Community Bank
South Carolina
$228K +$1.05K +10 +0.4%
AA
2115
Aire Advisors
California
$228K +$236K +2,249 New
TC
2116
Trilogy Capital
California
$228K +$237K +2,255 New
PTP
2117
Platform Technology Partners
New York
$227K -$9.14K -87 -4%
BBW
2118
Blue Barn Wealth
Utah
$226K -$8.51K -81 -3%
FPCG
2119
Fort Pitt Capital Group
Pennsylvania
$226K +$234K +2,230 New
LCM
2120
Liberty Capital Management
Michigan
$225K
EWM
2121
Evermay Wealth Management
Virginia
$225K +$1.58K +15 +0.7%
KFSC
2122
Keystone Financial Services (Colorado)
Colorado
$224K +$24.5K +233 +11%
SFG
2123
StrategIQ Financial Group
Indiana
$223K -$99.2K -944 -30%
TIA
2124
Tandem Investment Advisors
South Carolina
$223K -$26.9K -256 -10%
KFP
2125
KB Financial Partners
New Jersey
$222K -$52.6K -501 -19%