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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
1376
ProVise Management Group
Florida
$151K -$13.2K -280 -8%
LFA
1377
Landmark Financial Advisors
Kentucky
$149K – – –
LK
1378
Lumbard & Kellner
New Hampshire
$149K – – –
SFG
1379
StrategIQ Financial Group
Indiana
$148K -$3.38K -72 -2%
KFP
1380
KMG Fiduciary Partners
Ohio
$148K +$21.3K +454 +16%
GM
1381
GeoWealth Management
Illinois
$148K +$156K +3,314 New
Kovitz Investment Group Partners
1382
Kovitz Investment Group Partners
Illinois
$147K -$20K -426 -11%
WAS
1383
WESPAC Advisors SoCal
California
$147K +$155K +3,293 New
ARG
1384
Advisory Resource Group
Oklahoma
$146K -$98.1K -2,088 -39%
TYCC
1385
Texas Yale Capital Corp
Florida
$146K +$188 +4 +0.1%
TF
1386
Trek Financial
Arizona
$145K -$43.9K -934 -22%
DCM
1387
Dynamic Capital Management
Jersey
$145K +$152K +3,245 New
GSWM
1388
Golden State Wealth Management
California
$144K +$17.9K +381 +13%
FPFS
1389
First Personal Financial Services
North Carolina
$144K +$97.4K +2,073 +178%
CDIA
1390
Capital Directions Investment Advisors
Georgia
$144K +$152K +3,225 New
TIA
1391
Traphagen Investment Advisors
New Jersey
$143K +$2.58K +55 +2%
FWM
1392
Foresight Wealth Management
Utah
$143K -$2.73K -58 -2%
AP
1393
Atwood & Palmer
Missouri
$143K – – –
SFFS
1394
Stonehage Fleming Financial Services
Jersey
$143K – – –
LBC
1395
Lawrence B. Cohen
$143K +$151K +3,219 New
LSAG
1396
Lake Street Advisors Group
New Hampshire
$142K -$94.4K -2,009 -34%
HFS
1397
Howard Financial Services
Texas
$142K -$13.7K -291 -8%
SDWIA
1398
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$142K -$9.45K -201 -6%
EM
1399
Excalibur Management
Massachusetts
$142K -$1.88K -40 -1%
CBA
1400
Coastal Bridge Advisors
Connecticut
$142K – – –