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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1851
Keebeck Wealth Management
Illinois
$354K
WRM
1852
Weybosset Research & Management
Rhode Island
$353K +$355K +1,450 New
WEG
1853
World Equity Group
Illinois
$352K +$105K +430 +42%
WLIM
1854
White Lighthouse Investment Management
Massachusetts
$352K -$12.5K -51 -3%
HDIM
1855
Hanson & Doremus Investment Management
Vermont
$350K
PCIA
1856
Prime Capital Investment Advisors
Kansas
$347K +$56.4K +230 +19%
AWM
1857
Aspire Wealth Management
Massachusetts
$346K
IIC
1858
Integrated Investment Consultants
Michigan
$345K -$980 -4 -0.3%
NFG
1859
Nadler Financial Group
Illinois
$345K +$2.7K +11 +0.8%
SCA
1860
STALEY CAPITAL ADVISERS
Pennsylvania
$344K
STC
1861
Sarah T. Connolly
$343K -$17.2K -70 -5%
RWA
1862
RGT Wealth Advisors
Texas
$343K +$345K +1,408 New
CA
1863
Claro Advisors
Massachusetts
$342K +$7.6K +31 +2%
SFS
1864
Summit Financial Strategies
Ohio
$341K
SIC
1865
Samalin Investment Counsel
New York
$340K +$11.5K +47 +3%
IWP
1866
Icon Wealth Partners
Texas
$339K -$70.8K -289 -17%
SC
1867
Stephens Consulting
Michigan
$338K
FMWA
1868
Forvis Mazars Wealth Advisors
Missouri
$338K +$40.4K +165 +13%
AIA
1869
Alera Investment Advisors
Illinois
$337K +$339K +1,384 New
OAM
1870
Oberweis Asset Management
Illinois
$336K
GG
1871
GenWealth Group
New Jersey
$334K
WTA
1872
Washington Trust Advisors
Massachusetts
$334K +$5.64K +23 +2%
PHAM
1873
Palisades Hudson Asset Management
Florida
$334K +$7.35K +30 +2%
LB
1874
Leo Brokerage
Texas
$333K -$427K -1,744 -56%
ACM
1875
Aljian Capital Management
Nevada
$333K -$2.45K -10 -0.7%