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Name Holding Trade Value Shares
Change
Change in
Stake
RWPA
1226
Richard W. Paul & Associates
Michigan
$397K +$41.1K +196 +11%
APIM
1227
Agate Pass Investment Management
Washington
$397K
RW
1228
REDW Wealth
New Mexico
$396K -$9.65K -46 -2%
TCM
1229
Tufton Capital Management
Maryland
$394K +$9.44K +45 +2%
GI
1230
GAMCO Investors
Connecticut
$394K -$3.06M -14,596 -88%
TF
1231
TimeScale Financial
Massachusetts
$392K +$5.88K +28 +1%
OBGC
1232
O'Brien Greene & Co
Pennsylvania
$392K
WANY
1233
Wealthspire Advisors (New York)
New York
$391K -$294K -1,401 -42%
CT
1234
Coastline Trust
Rhode Island
$390K -$839 -4 -0.2%
Group One Trading
1235
Group One Trading
Illinois
$388K +$398K +1,898 New
JFGIW
1236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$387K -$9.65K -46 -2%
RWA
1237
Ropes Wealth Advisors
Massachusetts
$387K +$29K +138 +8%
IFWM
1238
Institute for Wealth Management
Colorado
$387K -$9.86K -47 -2%
PP
1239
PDS Planning
Ohio
$385K +$193K +921 +96%
KC
1240
Kingfisher Capital
North Carolina
$384K +$2.52K +12 +0.6%
JWWM
1241
Johnson & White Wealth Management
Pennsylvania
$384K +$394K +1,880 New
CAMV
1242
Concord Asset Management (Virginia)
Virginia
$384K +$394K +1,878 New
PWP
1243
Phillips Wealth Planners
Mississippi
$382K +$402K +1,916 New
BSAM
1244
Blue Square Asset Management
New York
$380K +$390K +1,860 New
1SB
1245
1ST Source Bank
Indiana
$379K +$1.05K +5 +0.3%
AIM
1246
Aigen Investment Management
New York
$379K -$249K -1,188 -39%
CFP
1247
Cypress Financial Planning
New Jersey
$378K
AIC
1248
Archer Investment Corporation
Indiana
$378K
SAA
1249
Southeast Asset Advisors
Georgia
$375K +$385K +1,835 New
LOAMS
1250
Lombard Odier Asset Management (Switzerland)
Switzerland
$372K