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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1926
Seven Mile Advisory
New Jersey
$620K +$61.4K +112 +10%
SRC
1927
Shufro Rose & Co
New York
$618K
CIS
1928
Capital International Sarl
California
$616K -$211K -384 -24%
RIA
1929
Richwood Investment Advisors
Ohio
$615K -$26.3K -48 -4%
GSB
1930
Greenfield Savings Bank
Massachusetts
$613K +$58.7K +107 +10%
PIA
1931
Perennial Investment Advisors
California
$612K -$26.9K -49 -4%
SWM
1932
Salvus Wealth Management
New Jersey
$611K +$177K +322 +37%
ECAM
1933
East Coast Asset Management
Massachusetts
$610K
BOPW
1934
Brandywine Oak Private Wealth
Pennsylvania
$609K
AWM
1935
Ameliora Wealth Management
Switzerland
$609K +$30.2K +55 +5%
RH
1936
RFG Holdings
Texas
$609K +$70.2K +128 +12%
CP
1937
Canopy Partners
Ohio
$608K +$69.7K +127 +12%
SIAP
1938
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$606K
RZH
1939
Relyea Zuckerberg Hanson
Connecticut
$604K +$22.5K +41 +4%
DOA
1940
D'Orazio & Associates
Virginia
$603K +$8.23K +15 +1%
MWA
1941
Muirfield Wealth Advisors
North Carolina
$603K +$57.6K +105 +10%
OL
1942
OneFund LLC
Florida
$602K -$9.87K -18 -2%
SBF
1943
Sara-Bay Financial
Florida
$602K
RIL
1944
Rothschild Investment LLC
Illinois
$600K -$6.03K -11 -0.9%
GSC
1945
G&S Capital
Colorado
$600K +$291K +530 +84%
RT
1946
Rockland Trust
Massachusetts
$599K +$50.5K +92 +9%
KCFA
1947
Key Client Fiduciary Advisors
New Jersey
$598K -$2.74K -5 -0.4%
WWM
1948
Wolff Wiese Magana
California
$598K +$18.6K +34 +3%
IFS
1949
Ifrah Financial Services
Arkansas
$597K +$40.6K +74 +7%
MW
1950
Marcum Wealth
Ohio
$596K +$26.9K +49 +4%