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Name Holding Trade Value Shares
Change
Change in
Stake
RGC
1126
Roberts, Glore & Co
Illinois
$306K +$980 +5 +0.3%
QWM
1127
QP Wealth Management
New Jersey
$305K
DRD
1128
Dennis R. Delaney
$304K +$310K +1,581 New
SVWAG
1129
Sound View Wealth Advisors Group
Georgia
$303K +$15.5K +79 +5%
BWM
1130
Buckley Wealth Management
Nevada
$299K +$304K +1,554 New
EWM
1131
Evermay Wealth Management
Virginia
$299K +$7.64K +39 +3%
HBCM
1132
Heron Bay Capital Management
Michigan
$298K
BWM
1133
Baron Wealth Management
Michigan
$298K +$5.29K +27 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
1134
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$296K +$301K +1,538 New
SA
1135
Sicart Associates
New York
$292K -$60.7K -310 -17%
BTI
1136
Blue Trust Inc
Georgia
$292K -$520K -2,653 -64%
CL
1137
Choreo LLC
Illinois
$290K +$5.68K +29 +2%
SAM
1138
Steinberg Asset Management
New York
$289K
APP
1139
Avantax Planning Partners
Iowa
$288K
GSEP
1140
Golden State Equity Partners
California
$286K +$291K +1,485 New
LA
1141
Legacy Advisors
Pennsylvania
$282K -$47K -240 -14%
MLL
1142
Moody Lynn & Lieberson
Massachusetts
$281K +$12.1K +62 +4%
FANJ
1143
Financial Architects (New Jersey)
New Jersey
$280K
SWA
1144
SFMG Wealth Advisors
Texas
$279K -$48.8K -249 -15%
PP
1145
Patten & Patten
Tennessee
$279K +$284K +1,449 New
AC
1146
Arjuna Capital
North Carolina
$279K -$317K -1,618 -53%
WCM
1147
Weik Capital Management
Pennsylvania
$278K +$50K +255 +21%
SPP
1148
Single Point Partners
Massachusetts
$278K +$8.03K +41 +3%
SA
1149
Strategic Advisors
New York
$277K
PWMAG
1150
Pinnacle Wealth Management Advisory Group
New Jersey
$275K +$31K +158 +12%