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Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
1801
Independent Financial Group
California
$322K -$7.68K -58 -2%
KPW
1802
Kore Private Wealth
New York
$321K +$300K +2,268 New
BCM
1803
Buckhead Capital Management
Georgia
$321K +$301K +2,270 New
AAM
1804
Aureus Asset Management
Massachusetts
$320K – – –
FMB
1805
Field & Main Bank
Kentucky
$317K +$1.99K +15 +0.7%
CWS
1806
Cypress Wealth Services
California
$317K +$297K +2,239 New
AIA
1807
Alera Investment Advisors
Illinois
$316K +$16.4K +124 +6%
PWMG
1808
Prestige Wealth Management Group
New Jersey
$314K -$28.2K -213 -9%
CBA
1809
Coastal Bridge Advisors
Connecticut
$313K +$265 +2 +0.1%
HC
1810
Hourglass Capital
Texas
$311K – – –
CAN
1811
Claraphi Advisory Network
United States
$311K +$20.8K +157 +8%
EI
1812
Ellevest Inc
New York
$311K +$64.7K +488 +29%
PC
1813
Plaisance Capital
Colorado
$311K +$291K +2,200 New
SWM
1814
SeaCrest Wealth Management
New York
$310K +$28.8K +217 +11%
BFO
1815
Biltmore Family Office
North Carolina
$308K +$27.3K +206 +10%
MKC
1816
M. Kraus & Co
Vermont
$307K -$530 -4 -0.2%
EGA
1817
E&G Advisors
Texas
$306K -$13.2K -100 -4%
LC
1818
Landaas & Company
Wisconsin
$306K – – –
FNFDCM
1819
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$305K +$11.3K +85 +4%
BCA
1820
Bray Capital Advisors
Florida
$304K – – –
BCP
1821
Blue Chip Partners
Michigan
$304K +$26.1K +197 +10%
LA
1822
LexAurum Advisors
Kansas
$303K +$132 +1 +0%
MWPCG
1823
Measured Wealth Private Client Group
New Hampshire
$302K -$22.8K -172 -7%
LFF
1824
Level Four Financial
Texas
$302K +$283K +2,133 New
FA
1825
Financial Advisors
Massachusetts
$301K +$14.6K +110 +5%
71 72
73
74 75