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Name Holding Trade Value Shares
Change
Change in
Stake
AC
2326
Alley Company
Illinois
$241K
LP
2327
LGL Partners
Pennsylvania
$241K +$414 +7 +0.2%
ANTB
2328
AMG National Trust Bank
Colorado
$240K +$13.9K +235 +6%
MPCG
2329
Matrix Private Capital Group
New York
$239K -$39.5K -668 -13%
EI
2330
Ellevest Inc
New York
$238K -$42.9K -725 -14%
ANBT
2331
American National Bank & Trust
Texas
$238K
EWF
2332
Epstein & White Financial
California
$238K +$20.1K +339 +8%
LWM
2333
Liberty Wealth Management
California
$237K -$41.1K -694 -14%
WG
2334
Watchman Group
Texas
$235K -$300K -5,067 -54%
P
2335
&Partners
Tennessee
$235K -$127K -2,146 -33%
BMO
2336
Beck Mack & Oliver
New York
$235K +$19.7K +333 +8%
ACA
2337
Ackerman Capital Advisors
Texas
$233K -$160K -2,700 -39%
DIM
2338
Delta Investment Management
California
$232K -$75.4K -1,275 -23%
TWM
2339
Triton Wealth Management
Arizona
$232K +$233K +3,940 New
SNB
2340
Security National Bank
Nebraska
$230K
PWA
2341
Physician Wealth Advisors
Utah
$230K +$2.54K +43 +1%
PAG
2342
Private Advisory Group
Washington
$229K +$251K +4,237 New
AWM
2343
Altus Wealth Management
Kentucky
$228K +$2.96K +50 +1%
Dodge & Cox
2344
Dodge & Cox
California
$227K
MCM
2345
Marathon Capital Management
Maryland
$226K -$1.18K -20 -0.5%
MAM
2346
Mastrapasqua Asset Management
Tennessee
$224K
WFA
2347
Wellspring Financial Advisors
Ohio
$223K +$244K +4,124 New
Aristotle Capital Management
2348
Aristotle Capital Management
California
$222K
SFC
2349
SYM Financial Corp
Indiana
$221K -$66K -1,115 -21%
KA
2350
Klingman & Associates
New York
$220K -$109K -1,849 -31%