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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
2601
LVM Capital Management
Michigan
$201K +$190K +1,042 New
OEP
2602
Ocean Endowment Partners
Illinois
$200K +$192K +1,049 New
AI
2603
ArchPoint Investors
Florida
$193K
EIP
2604
Ellis Investment Partners
Pennsylvania
$191K +$5.85K +32 +3%
PFO
2605
Pathstone Family Office
New Jersey
$188K -$272K -1,487 -60%
HIM
2606
Hillsdale Investment Management
Ontario, Canada
$184K -$63.9K -350 -27%
CWM
2607
Campbell Wealth Management
Virginia
$182K +$172K +941 New
KFS
2608
Kelly Financial Services
Massachusetts
$175K
CAGAS
2609
Capital Advisory Group Advisory Services
Minnesota
$174K +$145K +796 +758%
EARNEST Partners
2610
EARNEST Partners
Georgia
$159K
FWM
2611
Focused Wealth Management
New York
$157K -$10.8K -59 -7%
WCG
2612
Weaver Consulting Group
California
$157K +$13.5K +74 +10%
DOA
2613
D'Orazio & Associates
Virginia
$155K
MLFP
2614
MPS Loria Financial Planners
Illinois
$155K +$146K +800 New
CYG
2615
Clean Yield Group
Vermont
$154K
CAM
2616
Costello Asset Management
Pennsylvania
$151K +$143K +783 New
LWA
2617
Lowe Wealth Advisors
Maryland
$147K
TFGT
2618
TS Financial Group (TSFG)
Illinois
$144K
ICM
2619
Ionic Capital Management
New York
$143K +$135K +740 New
TF
2620
TimeScale Financial
Massachusetts
$136K +$183 +1 +0.1%
HCM
2621
Highlander Capital Management
New Jersey
$135K +$91.3K +500 +250%
LAM
2622
Lountzis Asset Management
Pennsylvania
$133K +$126K +689 New
CIA
2623
Cascade Investment Advisors
Oregon
$128K +$11.9K +65 +11%
WB
2624
West Bancorporation
Iowa
$126K -$42.2K -231 -26%
HGWM
2625
Harvest Group Wealth Management
Massachusetts
$126K +$8.22K +45 +7%