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Name Holding Trade Value Shares
Change
Change in
Stake
RIS
2301
Retirement Income Solutions
Michigan
$432K -$81.8K -239 -16%
SP
2302
Successful Portfolios
Florida
$431K +$32.2K +94 +9%
JFGLC
2303
Johnson Financial Group LLC (Colorado)
Colorado
$430K +$101K +295 +33%
MCM
2304
McRae Capital Management
New Jersey
$429K – – –
ORC
2305
O'Rourke & Company
Massachusetts
$429K +$1.03K +3 +0.3%
SBWIC
2306
Schaper Benz & Wise Investment Counsel
Wisconsin
$429K – – –
ACA
2307
Atlas Capital Advisors
Wyoming
$429K -$1.9M -5,540 -82%
SWIM
2308
Smallwood Wealth Investment Management
New Jersey
$429K +$103K +300 +34%
WG
2309
Welch Group
Alabama
$429K – – –
OPA
2310
Old Port Advisors
Maine
$428K -$65.4K -191 -14%
DIP
2311
DT Investment Partners
Pennsylvania
$428K – – –
BWM
2312
Blossom Wealth Management
California
$428K +$6.16K +18 +2%
BBES
2313
Buffalo Business & Estate Services
New York
$428K -$5.15M -15,053 Closed
TVPW
2314
Third View Private Wealth
Connecticut
$427K -$80.1K -234 -17%
KWMG
2315
King Wealth Management Group
Florida
$427K +$1.03K +3 +0.3%
RWM
2316
Rockline Wealth Management
New York
$427K -$13K -38 -3%
CWL
2317
Causey Wealth LLC
Colorado
$426K – – –
SPW
2318
Stillwater Private Wealth
Pennsylvania
$425K +$7.87K +23 +2%
CL
2319
CLG LLC
California
$425K -$20.5K -60 -5%
WBG
2320
Wharton Business Group
Pennsylvania
$425K +$342 +1 +0.1%
FFO
2321
Fortitude Family Office
Arizona
$424K -$2.05K -6 -0.5%
WCM
2322
Wallace Capital Management
Texas
$424K +$155K +452 +63%
RA
2323
Rise Advisors
New York
$423K +$15.1K +44 +4%
KWM
2324
Kassira Wealth Management
Tennessee
$423K – – –
SCA
2325
Southern Capital Advisors
Tennessee
$423K – – –