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Name Holding Trade Value Shares
Change
Change in
Stake
FI
2151
Financial Insights
Washington
$201K +$206K +1,491 New
Kovitz Investment Group Partners
2152
Kovitz Investment Group Partners
Illinois
$200K -$8.43K -61 -4%
FCMT
2153
Founders Capital Management (Texas)
Texas
$198K
JGIA
2154
Jackson Grant Investment Advisers
Connecticut
$197K +$46.8K +339 +29%
WIM
2155
Westside Investment Management
California
$195K -$20.6K -149 -9%
WPA
2156
West Paces Advisors
Georgia
$195K
PFO
2157
Pathstone Family Office
New Jersey
$195K +$203K +1,472 +36,800%
LF
2158
Lee Financial
Texas
$194K
FVWA
2159
Foster Victor Wealth Advisors
South Carolina
$184K +$193K +1,396 New
BWA
2160
BDO Wealth Advisors
Florida
$183K
QCIG
2161
Quad-Cities Investment Group
Iowa
$182K -$4.14K -30 -2%
MCA
2162
Mercer Capital Advisers
New Jersey
$180K +$7.6K +55 +4%
ACM
2163
AUA Capital Management
Pennsylvania
$177K
CAM
2164
CenterStar Asset Management
Illinois
$177K
FNBOSM
2165
First National Bank of South Miami
Florida
$174K +$178K +1,287 New
SIM
2166
Sonora Investment Management
Arizona
$171K +$76.8K +556 +75%
LWANC
2167
Laurel Wealth Advisors (North Carolina)
North Carolina
$166K +$174K +1,260 New
NS
2168
NewDay Solutions
New Hampshire
$162K +$169K +1,226 New
CCM
2169
Cohen Capital Management
California
$160K +$167K +1,210 New
THWM
2170
Taylor Hoffman Wealth Management
Virginia
$157K
NCM
2171
Next Capital Management
New York
$157K +$164K +1,190 New
W
2172
WealthOne
New York
$154K +$161K +1,166 New
LWM
2173
Liberty Wealth Management
California
$152K +$160K +1,158 New
PCM
2174
Prelude Capital Management
New York
$149K -$1.79M -12,971 -92%
ECM
2175
EII Capital Management
New York
$144K