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Name Holding Trade Value Shares
Change
Change in
Stake
LK
2401
Lumbard & Kellner
New Hampshire
$263K +$230K +941 New
GLLW
2402
Graves Light Lenhart Wealth
Virginia
$263K
TFM
2403
TFC Financial Management
Massachusetts
$262K
BW
2404
Blalock Williams
Alabama
$261K +$228K +934 New
CAG
2405
Centerpoint Advisory Group
Kansas
$260K +$228K +932 New
BIA
2406
Bigelow Investment Advisors
Maine
$260K +$227K +930 New
MAM
2407
Milestone Asset Management
Pennsylvania
$259K +$227K +927 New
KFI
2408
Key Financial Inc
Pennsylvania
$259K +$20.3K +83 +10%
MWPCG
2409
Measured Wealth Private Client Group
New Hampshire
$259K
RFM
2410
Royal Fund Management
Florida
$258K -$90.7K -371 -29%
CPRC
2411
Consolidated Portfolio Review Corp
New York
$258K +$226K +923 New
FAN
2412
Financial Advisors Network
California
$258K +$225K +922 New
BP
2413
BWM Planning
Texas
$257K +$225K +920 New
LSIA
2414
LaSalle St. Investment Advisors
Illinois
$257K -$125K -513 -36%
PCS
2415
Private Client Services
Kentucky
$257K -$136K -557 -38%
GWP
2416
Gateway Wealth Partners
Wisconsin
$257K -$86.3K -353 -28%
WF
2417
Whelan Financial
California
$256K +$224K +917 New
BIA
2418
Beacon Investment Advisors
Maryland
$255K
SFS
2419
Sharp Financial Services
Pennsylvania
$255K +$223K +913 New
KFG
2420
Kingdom Financial Group
Arizona
$254K +$222K +909 New
SIG
2421
Spinnaker Investment Group
California
$253K +$222K +907 New
TC
2422
Trilogy Capital
California
$253K +$1.96K +8 +0.9%
CA
2423
Cannon Advisors
North Carolina
$252K +$212K +868 New
MPW
2424
Magnolia Private Wealth
Pennsylvania
$252K +$221K +903 New
FHB
2425
First Hawaiian Bank
Hawaii
$252K -$13.4K -55 -6%