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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1101
Plante Moran Financial Advisors
Michigan
$106K
RCM
1102
Ravenstone Capital Management
$101K
SIM
1103
Sonora Investment Management
Arizona
$95K
TF
1104
TimeScale Financial
Massachusetts
$95K
CAGAS
1105
Capital Advisory Group Advisory Services
Minnesota
$95K +$3K +20 +3%
RIM
1106
Rockbridge Investment Management
New York
$91K
DAC
1107
Dividend Assets Capital
South Carolina
$85K
First Manhattan
1108
First Manhattan
New York
$85K +$4.5K +30 +5%
TFIPS
1109
Towarzystwo Funduszy Inwestycyjnych PZU SA
$81.3K
POIA
1110
Pin Oak Investment Advisors
Texas
$81K
CBT
1111
Central Bank & Trust
Kentucky
$79K
LWP
1112
Lumature Wealth Partners
Georgia
$79K
LWM
1113
Liberty Wealth Management
California
$79K +$86.9K +580 New
SIC
1114
Salem Investment Counselors
North Carolina
$77K
NSIM
1115
North Star Investment Management
Illinois
$75K
EI
1116
Ellevest Inc
New York
$73K -$12K -80 -13%
BWA
1117
BDO Wealth Advisors
Florida
$73K
MGIM
1118
M&G Investment Management
United Kingdom
$70.9K -$14.9M -99,180 -16%
MFA
1119
McClarren Financial Advisors
Pennsylvania
$70K
OAJ
1120
Ogorek Anthony Joseph
New York
$70K +$77.9K +520 New
BMD
1121
Better Money Decisions
New Mexico
$69K -$3K -20 -4%
HCM
1122
Highlander Capital Management
New Jersey
$68K
IPW
1123
IronBridge Private Wealth
Texas
$68K
NSB
1124
Norway Savings Bank
Maine
$68K
GI
1125
GS Investments
Minnesota
$66K -$61.4K -410 -46%