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Name Holding Trade Value Shares
Change
Change in
Stake
RIL
1426
Rothschild Investment LLC
Illinois
$191K +$54K +164 +45%
MAWCM
1427
Mine & Arao Wealth Creation & Management
California
$188K +$988 +3 +0.6%
MG
1428
Mather Group
Illinois
$181K -$61.6K -187 -24%
SC
1429
SouthState Corp
Florida
$181K -$980K -2,976 -86%
IBOK
1430
Independence Bank of Kentucky
Kentucky
$180K – – –
PWMG
1431
Prestige Wealth Management Group
New Jersey
$179K – – –
OWA
1432
Opal Wealth Advisors
New York
$178K +$161K +489 New
WOC
1433
West Oak Capital
California
$175K – – –
IWA
1434
Icon Wealth Advisors
Texas
$174K +$157K +478 New
ECM
1435
Estabrook Capital Management
New York
$172K – – –
UFF
1436
USA Financial Formulas
Michigan
$167K -$9.22K -28 -6%
EWP
1437
Elevation Wealth Partners
California
$164K -$329 -1 -0.2%
JSAM
1438
J. Safra Asset Management
New York
$156K – – –
WWP
1439
WR Wealth Planners
Missouri
$152K +$138K +419 New
CB
1440
Community Bank
New York
$145K – – –
ITIM
1441
Indiana Trust & Investment Management
Indiana
$143K – – –
WCM
1442
Westend Capital Management
California
$143K +$130K +395 New
BGAI
1443
Bruce G. Allen Investments
Colorado
$140K -$4.61K -14 -4%
OPTFSNA
1444
Old Point Trust & Financial Services N A
Virginia
$140K – – –
AF
1445
Advisornet Financial
Minnesota
$136K -$6.25K -19 -5%
GFPC
1446
Global Financial Private Client
Florida
$134K – – –
SIC
1447
Salem Investment Counselors
North Carolina
$134K +$7.9K +24 +7%
CBT
1448
Central Bank & Trust
Kentucky
$131K – – –
MA
1449
MCF Advisors
Kentucky
$130K – – –
RWM
1450
Raffa Wealth Management
District of Columbia
$127K +$104K +316 +903%