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Name Holding Trade Value Shares
Change
Change in
Stake
RFS
1001
Richardson Financial Services
Massachusetts
$531K -$727 -1 -0.1%
CH
1002
Cromwell Holdings
Wyoming
$530K – – –
CCC
1003
Chelsea Counsel Company
California
$530K +$218K +300 +60%
HBT
1004
Hills Bank & Trust
Iowa
$528K +$18.2K +25 +3%
BAM
1005
Belpointe Asset Management
Nevada
$527K -$268K -369 -32%
AC
1006
Avestar Capital
New York
$521K -$141K -194 -20%
NWAG
1007
Net Worth Advisory Group
Utah
$521K -$8K -11 -1%
DS
1008
DRW Securities
Illinois
$521K +$572K +786 New
AMCA
1009
Arthur M. Cohen & Associates
Illinois
$520K – – –
WPW
1010
Warther Private Wealth
Ohio
$517K +$24K +33 +4%
FA
1011
FDx Advisors
Illinois
$516K -$26.9K -37 -5%
GVAG
1012
Great Valley Advisor Group
Delaware
$516K -$5.09K -7 -0.9%
1WM
1013
1900 Wealth Management
Texas
$512K +$18.9K +26 +3%
GWMR
1014
GC Wealth Management RIA
Massachusetts
$512K -$162K -222 -22%
WS
1015
Wela Strategies
Georgia
$512K +$562K +772 New
RFMS
1016
RWQ Financial Management Services
Florida
$510K -$76.4K -105 -12%
CSPIA
1017
Cary Street Partners Investment Advisory
Virginia
$510K +$221K +304 +65%
Schroder Investment Management Group
1018
Schroder Investment Management Group
United Kingdom
$509K +$316K +435 +136%
II
1019
Impact Investors
California
$506K +$50.9K +70 +10%
ACM
1020
Avos Capital Management
Washington
$505K – – –
VAF
1021
Values Added Financial
District of Columbia
$505K +$727 +1 +0.1%
MCM
1022
Mattern Capital Management
Colorado
$505K +$115K +158 +26%
APW
1023
Aventura Private Wealth
Florida
$504K +$24.7K +34 +5%
EB
1024
Eastern Bank
Massachusetts
$504K +$147K +202 +36%
NERM
1025
New England Research & Management
Illinois
$504K +$52.4K +72 +10%