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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1501
Roosevelt Investment Group
New York
$394K +$108K +537 +35%
GWM
1502
Gray Wealth Management
Maine
$393K -$97.6K -486 -19%
IIC
1503
Ironwood Investment Counsel
Arizona
$393K -$8.03K -40 -2%
FIA
1504
Foundations Investment Advisors
Arizona
$392K -$12.4K -62 -3%
TA
1505
TrueWealth Advisors
Alabama
$392K
MCM
1506
Morton Capital Management
California
$390K +$81.9K +408 +25%
FFG
1507
Fortem Financial Group
California
$388K +$50.8K +253 +14%
KA
1508
Kozak & Associates
Colorado
$387K
ACA
1509
Aptus Capital Advisors
Alabama
$386K +$85.1K +424 +27%
RWP
1510
RWA Wealth Partners
Massachusetts
$385K +$76.7K +382 +23%
WDG
1511
Wealth Dimensions Group
Ohio
$385K +$103K +514 +34%
MSFS
1512
Main Street Financial Solutions
Pennsylvania
$384K -$86.5K -431 -18%
PHAM
1513
Palisades Hudson Asset Management
Florida
$384K
POIA
1514
Pin Oak Investment Advisors
Texas
$384K
LDFR
1515
Lehman & Derafelo Financial Resources
Pennsylvania
$384K +$1K +5 +0.2%
CAG
1516
Crestwood Advisors Group
Massachusetts
$383K -$75.5K -376 -16%
RIG
1517
RiverFront Investment Group
Virginia
$383K
NEWAS
1518
N.E.W. Advisory Services
Wisconsin
$382K -$81.1K -404 -21%
AWM
1519
AllSquare Wealth Management
New York
$382K -$39.5K -197 -9%
PWPS
1520
Pinnacle Wealth Planning Services
Ohio
$382K -$15.1K -75 -4%
CTI
1521
Community Trust & Investment
Kentucky
$381K
EARNEST Partners
1522
EARNEST Partners
Georgia
$381K
DJSG
1523
D.J. St. Germain
Massachusetts
$380K -$20.1K -100 -5%
LRIA
1524
Leonard Rickey Investment Advisors
Washington
$378K +$40.9K +204 +12%
RTC
1525
Riverview Trust Company
Washington
$378K +$72.1K +359 +22%