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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1551
Patriot Financial Group Insurance Agency
Massachusetts
$494K -$182K -797 -28%
RWM
1552
Raffa Wealth Management
District of Columbia
$490K -$1.14K -5 -0.2%
BS
1553
Bessemer Securities
New York
$489K -$2.7M -11,847 -85%
RIM
1554
Rockbridge Investment Management
New York
$489K +$473K +2,072 New
FCFC
1555
First Citizens Financial Corp
Iowa
$487K -$7.99K -35 -2%
SIM
1556
SSI Investment Management
California
$487K -$6.84K -30 -1%
HIIFS
1557
Harel Insurance Investments & Financial Services
Israel
$486K +$51.3K +225 +12%
W
1558
WealthStone
Ohio
$485K +$469K +2,056 New
BBNA
1559
Bremer Bank National Association
Minnesota
$484K -$59.3K -260 -11%
SFG
1560
Sunburst Financial Group
Alabama
$482K +$7.53K +33 +2%
GBBWRPM
1561
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$481K -$11K -48 -2%
VAM
1562
Verity Asset Management
North Carolina
$479K -$52.2K -229 -7%
IAMOG
1563
Investors Asset Management of Georgia
Georgia
$479K
AIM
1564
AIA Investment Management
Singapore
$479K +$224K +982 +94%
AOWM
1565
Alpha Omega Wealth Management
Virginia
$477K
LWM
1566
Lyell Wealth Management
California
$477K +$2.51K +11 +0.5%
CT
1567
Columbia Trust
Oregon
$476K -$5.93K -26 -1%
RGIA
1568
Rainier Group Investment Advisory
Washington
$475K -$8.67K -38 -2%
APW
1569
Acima Private Wealth
Virginia
$475K
SP
1570
Successful Portfolios
Florida
$475K +$58.6K +257 +15%
IFS
1571
Ifrah Financial Services
Arkansas
$474K -$18.9K -83 -4%
AL
1572
Aspiriant LLC
California
$473K -$187K -820 -29%
MIC
1573
Means Investment Company
Maine
$473K +$7.53K +33 +2%
LSPW
1574
Lake Street Private Wealth
Illinois
$473K +$147K +644 +47%
HI
1575
Hudock Inc
Pennsylvania
$471K +$1.6K +7 +0.4%