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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1326
LJI Wealth Management
Indiana
$219K
FOA
1327
Five Oceans Advisors
California
$218K -$4.38K -19 -2%
CFP
1328
Catalyst Financial Partners
Massachusetts
$217K +$213K +922 New
TF
1329
Tompkins Financial
New York
$217K
PCS
1330
Personal CFO Solutions
New Jersey
$217K +$213K +922 New
WP
1331
WealthShield Partners
North Carolina
$217K -$2.31K -10 -1%
VC
1332
Vicus Capital
Pennsylvania
$217K -$107K -464 -34%
Lazard Asset Management
1333
Lazard Asset Management
New York
$216K +$6.46K +28 +3%
SMA
1334
Seven Mile Advisory
New Jersey
$215K +$210K +910 New
BF
1335
Brucke Financial
Indiana
$214K +$194K +842 New
AOWM
1336
Alpha Omega Wealth Management
Virginia
$213K -$2.31K -10 -1%
FCM
1337
Fourpath Capital Management
Oklahoma
$212K +$208K +901 New
CFM
1338
Catalyst Funds Management
Australia
$212K +$207K +900 New
ICP
1339
Impact Capital Partners
Colorado
$212K -$103K -448 -33%
NF
1340
Nikulski Financial
Iowa
$211K -$5.76K -25 -3%
SS
1341
Sunbelt Securities
Texas
$211K -$43.8K -190 -17%
CF
1342
Centaurus Financial
California
$211K +$1.61K +7 +0.8%
PIA
1343
Perennial Investment Advisors
California
$210K +$205K +891 New
NFC
1344
Northstar Financial Companies
Pennsylvania
$210K -$11.1K -48 -5%
HCP
1345
Hardin Capital Partners
South Carolina
$210K +$3.46K +15 +2%
CCWM
1346
Cassaday & Co Wealth Management
Virginia
$210K -$28.8K -125 -12%
CCFCSB
1347
Cape Cod Five Cents Savings Bank
Massachusetts
$209K
SG
1348
StoneX Group
New York
$209K -$6.69K -29 -3%
KFS
1349
Keynote Financial Services
Connecticut
$209K -$2.31K -10 -1%
CNB
1350
Camden National Bank
Maine
$207K +$203K +879 New