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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2626
JFG Wealth Management
Colorado
$406K +$1.07K +6 +0.3%
AC
2627
Asio Capital
Kentucky
$406K +$150K +842 +54%
PMG
2628
Private Management Group
California
$404K -$17.1K -96 -4%
BCM
2629
Bienville Capital Management
New York
$404K – – –
SAMT
2630
Select Asset Management & Trust
Pennsylvania
$404K – – –
SICM
2631
Sustainable Insight Capital Management
New York
$404K +$3.03K +17 +0.7%
LSC
2632
Lesa Sroufe & Co
Washington
$403K – – –
TCPWM
2633
Traverso Chambers Private Wealth Management
California
$403K +$4.46K +25 +1%
LGA
2634
Lebenthal Global Advisors
New York
$403K +$36.2K +203 +9%
EI
2635
Ellevest Inc
New York
$402K +$233K +1,309 +123%
RWMH
2636
Riverpoint Wealth Management Holdings
Illinois
$401K -$78.4K -440 -16%
UWM
2637
USAdvisors Wealth Management
Minnesota
$399K +$51.2K +287 +14%
LWMG
2638
Levy Wealth Management Group
Pennsylvania
$398K -$14.1K -79 -3%
MAG
2639
Mayfair Advisory Group
Alabama
$397K +$25.8K +145 +7%
FPWM
2640
FSB Premier Wealth Management
Iowa
$396K -$34.2K -192 -8%
MWM
2641
Mascoma Wealth Management
New Hampshire
$396K – – –
GB
2642
Goepper Burkhardt
South Carolina
$394K – – –
OKSA
2643
O'Keefe Stevens Advisory
New York
$392K – – –
GC
2644
Gratus Capital
Georgia
$391K +$114K +638 +38%
HWA
2645
Hilltop Wealth Advisors
North Carolina
$389K – – –
BCA
2646
Biltmore Capital Advisors
New Jersey
$389K +$53.7K +301 +15%
CH
2647
Canton Hathaway
Rhode Island
$389K +$104K +585 +34%
LD
2648
Lipe & Dalton
New York
$386K – – –
SIA
2649
Sit Investment Associates
Minnesota
$386K – – –
AI
2650
AXS Investments
New York
$385K -$143K -804 -26%
104 105
106
107 108