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Name Holding Trade Value Shares
Change
Change in
Stake
SC
2126
Searle & Co
Connecticut
$259K
LD
2127
Lipe & Dalton
New York
$259K +$16.9K +27 +6%
AS
2128
Altshuler Shaham
Israel
$259K +$211K +338 +284%
WP
2129
WMS Partners
Maryland
$257K -$28.1K -45 -9%
AC
2130
Apella Capital
Connecticut
$257K +$33.8K +54 +14%
CFS
2131
CRA Financial Services
New Jersey
$256K +$283K +452 New
HLOC
2132
H.L. Ormond & Company
North Carolina
$256K +$313K +501 New
FNWM
2133
Financial Network Wealth Management
Utah
$255K
YMRC
2134
Yorktown Management & Research Company
Virginia
$255K
JAG
2135
Journey Advisory Group
Kentucky
$255K +$38.8K +62 +16%
PWA
2136
Pillar Wealth Advisors
Pennsylvania
$255K +$281K +450 New
DLG
2137
Daniel L. Goodwin
$253K +$279K +447 New
IIC
2138
Ironwood Investment Counsel
Arizona
$252K -$3.13K -5 -1%
SC
2139
Scholtz & Company
Connecticut
$252K +$278K +444 New
FWP
2140
FAS Wealth Partners
Kansas
$250K -$5.63K -9 -2%
WSC
2141
Wellington Shields & Co
New York
$250K -$625 -1 -0.2%
OTL
2142
Oak Thistle LLC
New York
$250K +$276K +441 New
CWM
2143
Concentric Wealth Management
California
$249K
FRA
2144
Frank Rimerman Advisors
California
$249K -$1.25K -2 -0.5%
RIL
2145
Rothschild Investment LLC
Illinois
$248K
SFO
2146
Stokes Family Office
Louisiana
$247K +$12.5K +20 +5%
ANBT
2147
American National Bank & Trust
Texas
$247K +$26.9K +43 +11%
DU
2148
Delphia (USA)
Ontario, Canada
$247K +$273K +436 New
GCL
2149
Gouws Capital LLC
North Carolina
$247K +$273K +436 New
RWA
2150
RGT Wealth Advisors
Texas
$246K +$20.6K +33 +8%