Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1726
Patton Fund Management
Texas
$232K +$22.7K +53 +11%
FWP
1727
Fiduciary Wealth Partners
Massachusetts
$231K -$5.14K -12 -2%
SOS
1728
Silver Oak Securities
Tennessee
$231K -$37.7K -88 -14%
BF
1729
Brucke Financial
Indiana
$230K +$3K +7 +1%
NWMG
1730
National Wealth Management Group
Ohio
$230K +$18.4K +43 +9%
Jacobs Levy Equity Management
1731
Jacobs Levy Equity Management
New Jersey
$229K -$45.5M -106,325 -99%
PWM
1732
Power Wealth Management
Georgia
$229K – – –
FMTC
1733
Farmers & Merchants Trust Company
California
$228K -$563K -1,315 -71%
BWS
1734
Broadway Wealth Solutions
Texas
$227K +$13.3K +31 +6%
1M
1735
1248 Management
Missouri
$226K +$33.4K +78 +17%
MWM
1736
Maltin Wealth Management
New Jersey
$226K +$857 +2 +0.4%
AA
1737
Advisory Advocates
Michigan
$226K +$227K +529 New
SFO
1738
Stokes Family Office
Louisiana
$225K +$226K +528 New
EW
1739
Elyxium Wealth
California
$225K -$9.85K -23 -4%
CWP
1740
Curated Wealth Partners
California
$224K +$225K +526 New
KCPG
1741
Kavar Capital Partners Group
Kansas
$224K +$1.28K +3 +0.6%
CW
1742
CreativeOne Wealth
Kansas
$224K -$49.3K -115 -18%
WA
1743
WPG Advisers
Maryland
$223K -$3K -7 -1%
FRM
1744
Fox Run Management
Connecticut
$223K -$1.05M -2,443 -82%
FTC
1745
Farmers Trust Company
Ohio
$222K -$3K -7 -1%
3IP
1746
3Chopt Investment Partners
Virginia
$221K -$60.4K -141 -21%
MFG
1747
MidWestOne Financial Group
Iowa
$221K -$49.3K -115 -18%
BAM
1748
BOS Asset Management
Illinois
$221K -$25.3K -59 -10%
AT
1749
American Trust
Kentucky
$221K +$32.1K +75 +17%
CG
1750
CFO4Life Group
Texas
$220K -$65.1K -152 -23%