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