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Name Holding Trade Value Shares
Change
Change in
Stake
KIC
1051
Keating Investment Counselors
Florida
$229K +$225K +946 New
VCP
1052
Verus Capital Partners
Arizona
$228K +$224K +942 New
WANY
1053
Wealthspire Advisors (New York)
New York
$228K +$224K +941 New
PWS
1054
Precision Wealth Strategies
Missouri
$227K
CS
1055
Cannell & Spears
New York
$226K +$222K +934 New
HCM
1056
Howland Capital Management
Massachusetts
$226K +$222K +932 New
GIM
1057
Grassi Investment Management
California
$225K +$221K +930 New
HI
1058
Harbour Investments
Wisconsin
$224K -$166K -698 -43%
BA
1059
Ballast Advisors
Minnesota
$223K +$219K +922 New
CNC
1060
Canandaigua National Corp
New York
$223K +$219K +920 New
CW
1061
CIC Wealth
Maryland
$221K +$217K +911 New
SCM
1062
Shelton Capital Management
Colorado
$219K +$215K +904 New
FBFS
1063
First Business Financial Services
Wisconsin
$219K +$215K +904 New
PCS
1064
Personal CFO Solutions
New Jersey
$218K +$214K +901 New
OAM
1065
Oak Asset Management
California
$218K -$35.7K -150 -14%
WMSA
1066
Weiss Multi-Strategy Advisers
New York
$218K -$10M -42,172 -98%
MLIC
1067
Mandatum Life Insurance Company
Finland
$218K +$214K +900 New
ZF
1068
Zhang Financial
Michigan
$217K +$213K +895 New
AWA
1069
Aaron Wealth Advisors
Illinois
$216K +$212K +892 New
Jones Financial Companies
1070
Jones Financial Companies
Missouri
$216K -$59.7K -251 -22%
AIA
1071
Affinity Investment Advisors
California
$213K -$26.2K -110 -11%
UBV
1072
United Bank (Virginia)
Virginia
$213K +$209K +879 New
RFN
1073
Redwood Financial Network
Ohio
$213K +$209K +879 New
KC
1074
Knuff & Co
California
$212K
CF
1075
Centaurus Financial
California
$212K -$6.18K -26 -3%