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Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
2301
Golden State Equity Partners
California
$357K +$118K +3,040 +50%
PCC
2302
Park Circle Company
Maryland
$356K – – –
LA
2303
Legacy Advisors
Pennsylvania
$356K +$2.49K +64 +0.7%
MLFP
2304
MPS Loria Financial Planners
Illinois
$356K +$42.7K +1,097 +14%
TFCP
2305
Twin Focus Capital Partners
Massachusetts
$356K +$51.9K +1,335 +17%
PJSIMP
2306
P.J. Schmidt Investment Management (PJS)
Wisconsin
$355K -$11.3K -290 -3%
SAM
2307
Seelaus Asset Management
New Jersey
$355K +$4.94K +127 +1%
WAS
2308
Winch Advisory Services
Wisconsin
$354K +$93.4K +2,402 +36%
AGA
2309
Accuvest Global Advisors
Utah
$353K +$62.8K +1,615 +22%
JWM
2310
JFG Wealth Management
Colorado
$352K +$350K +8,995 New
ICM
2311
IMS Capital Management
Oregon
$351K -$1.13K -29 -0.3%
SA
2312
SRH Advisors
Kansas
$351K +$101K +2,600 +41%
MMM
2313
Mendel Money Management
Illinois
$349K -$2.72K -70 -0.8%
FBFS
2314
First Business Financial Services
Wisconsin
$349K – – –
FCFC
2315
First Commonwealth Financial Corp
Pennsylvania
$349K +$23.9K +615 +7%
FMP
2316
Financial Management Professionals
Texas
$348K +$7.62K +196 +2%
ACA
2317
Affinity Capital Advisors
California
$344K -$42.8K -1,100 -11%
GIA
2318
Granite Investment Advisors
New Hampshire
$343K -$37.1K -955 -10%
ARM
2319
Adirondack Research & Management
New York
$343K -$10.1K -260 -3%
AWP
2320
Abacus Wealth Partners
California
$343K +$24.8K +638 +8%
LF
2321
LifeSteps Financial
California
$342K -$233 -6 -0.1%
LC
2322
Lindbrook Capital
California
$341K -$1.09K -28 -0.3%
HPWM
2323
Highland Private Wealth Management
Washington
$341K +$9.26K +238 +3%
Summit Financial
2324
Summit Financial
New Jersey
$340K +$338K +8,688 New
BIM
2325
Barton Investment Management
Pennsylvania
$340K – – –