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Name Holding Trade Value Shares
Change
Change in
Stake
RIP
2076
RAM Investment Partners
Washington
$392K -$4.54K -43 -1%
KPWG
2077
KFA Private Wealth Group
Virginia
$391K -$1.48K -14 -0.4%
CP
2078
Castleview Partners
Texas
$390K +$406K +3,847 New
PWM
2079
Prentice Wealth Management
New York
$389K +$20.4K +193 +5%
CCM
2080
Crew Capital Management
Ohio
$389K
RA
2081
Riversedge Advisors
Delaware
$388K +$141K +1,334 +53%
VST
2082
Van Strum & Towne
California
$388K
RWA
2083
River Wealth Advisors
Pennsylvania
$386K +$5.49K +52 +1%
AA
2084
Addison Advisors
Vermont
$385K +$1.58K +15 +0.4%
SFS
2085
Security Financial Services
Indiana
$384K
AIFAIM
2086
American Institute for Advanced Investment Management
Arizona
$384K
ONST
2087
Old North State Trust
North Carolina
$381K +$4.12K +39 +1%
HI
2088
Humankind Investments
New York
$381K -$9.61K -91 -2%
SP
2089
Saranac Partners
$381K +$397K +3,760 New
WKSWA
2090
White Knight Strategic Wealth Advisors
New Jersey
$380K -$15.3K -145 -4%
NC
2091
NinePointTwo Capital
California
$380K +$397K +3,761 New
RDWM
2092
Red Door Wealth Management
Tennessee
$379K -$20.3K -192 -5%
FTWA
2093
Fifth Third Wealth Advisors
Ohio
$379K +$395K +3,743 New
TF
2094
Theory Financial
Colorado
$379K
FFS
2095
Founders Financial Securities
Maryland
$377K +$88.6K +839 +29%
LIM
2096
Lathrop Investment Management
Arkansas
$376K -$43.8K -415 -10%
SAM
2097
Summit Asset Management
Tennessee
$376K -$1.79K -17 -0.5%
PFWA
2098
Paces Ferry Wealth Advisors
Georgia
$376K +$12.8K +121 +3%
AFM
2099
Andesa Financial Management
Pennsylvania
$376K +$88.5K +838 +29%
FFIC
2100
First Fiduciary Investment Counsel
Ohio
$370K +$47.5K +450 +14%