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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1051
Liberty Wealth Management
California
$227K +$213K +3,142 New
WFS
1052
Walker Financial Services
Kentucky
$227K +$212K +3,138 New
LFP
1053
Lakeshore Financial Planning
Michigan
$227K +$212K +3,136 New
Pine Valley Investments
1054
Pine Valley Investments
New Jersey
$227K -$25.4K -375 -11%
WIC
1055
Woodmont Investment Counsel
Tennessee
$226K +$211K +3,122 New
CWG
1056
Cornerstone Wealth Group
North Carolina
$225K +$222K +3,277 New
CTA
1057
Chesley Taft & Associates
Illinois
$225K +$210K +3,109 New
JF
1058
JMN Financial
Ohio
$224K +$210K +3,098 New
PCS
1059
Private Client Services
Kentucky
$224K +$209K +3,094 New
ORI
1060
Oak Ridge Investments
Illinois
$223K -$15.8K -234 -7%
MBT
1061
Montecito Bank & Trust
California
$223K -$45.3K -670 -18%
KP
1062
Keel Point
Alabama
$223K -$48.4K -716 -19%
PTC
1063
Private Trust Company
Ohio
$223K +$8.59K +127 +4%
GAB
1064
German American Bancorp
Indiana
$223K +$208K +3,075 New
ACG
1065
Allen Capital Group
Nebraska
$221K +$207K +3,059 New
OWM
1066
OneAscent Wealth Management
Alabama
$221K -$10.5K -155 -5%
IDA
1067
Intelligence Driven Advisers
California
$219K +$205K +3,031 New
Boothbay Fund Management
1068
Boothbay Fund Management
New York
$219K +$204K +3,022 New
Pallas Capital Advisors
1069
Pallas Capital Advisors
Massachusetts
$218K +$204K +3,018 New
DBIA
1070
Dumont & Blake Investment Advisors
New Jersey
$218K +$204K +3,017 New
RWP
1071
Revolve Wealth Partners
New Jersey
$218K +$204K +3,011 New
CP
1072
Capital Planning
Washington
$218K +$203K +3,008 New
SWM
1073
SeaCrest Wealth Management
New York
$217K +$203K +3,000 New
PHS
1074
Pekin Hardy Strauss
Illinois
$217K -$135K -2,000 -40%
LI
1075
Louisbourg Investments
New Brunswick, Canada
$217K +$2.03K +30 +1%