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Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
1726
National Wealth Management Group
Ohio
$230K +$18.4K +43 +9%
Jacobs Levy Equity Management
1727
Jacobs Levy Equity Management
New Jersey
$229K -$45.5M -106,325 -99%
PWM
1728
Power Wealth Management
Georgia
$229K
FMTC
1729
Farmers & Merchants Trust Company
California
$228K -$563K -1,315 -71%
BWS
1730
Broadway Wealth Solutions
Texas
$227K +$13.3K +31 +6%
1M
1731
1248 Management
Missouri
$226K +$33.4K +78 +17%
MWM
1732
Maltin Wealth Management
New Jersey
$226K +$857 +2 +0.4%
AA
1733
Advisory Advocates
Michigan
$226K +$227K +529 New
SFO
1734
Stokes Family Office
Louisiana
$225K +$226K +528 New
EW
1735
Elyxium Wealth
California
$225K -$9.85K -23 -4%
CWP
1736
Curated Wealth Partners
California
$224K +$225K +526 New
KCPG
1737
Kavar Capital Partners Group
Kansas
$224K +$1.28K +3 +0.6%
CW
1738
CreativeOne Wealth
Kansas
$224K -$49.3K -115 -18%
WA
1739
WPG Advisers
Maryland
$223K -$3K -7 -1%
FRM
1740
Fox Run Management
Connecticut
$223K -$1.05M -2,443 -82%
FTC
1741
Farmers Trust Company
Ohio
$222K -$3K -7 -1%
3IP
1742
3Chopt Investment Partners
Virginia
$221K -$60.4K -141 -21%
MFG
1743
MidWestOne Financial Group
Iowa
$221K -$49.3K -115 -18%
BAM
1744
BOS Asset Management
Illinois
$221K -$25.3K -59 -10%
AT
1745
American Trust
Kentucky
$221K +$32.1K +75 +17%
CG
1746
CFO4Life Group
Texas
$220K -$65.1K -152 -23%
JWM
1747
JGP Wealth Management
Oregon
$220K -$3K -7 -1%
FB
1748
Finward Bancorp
Indiana
$220K
MSWM
1749
Mowery & Schoenfeld Wealth Management
Illinois
$220K +$9K +21 +4%
MW
1750
MBL Wealth
North Carolina
$220K +$33.8K +79 +18%