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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1076
Ransom Advisory
Rhode Island
$371K
GWM
1077
Graybill Wealth Management
Illinois
$370K +$416K +1,182 New
BGAI
1078
Bruce G. Allen Investments
Colorado
$370K -$5.64K -16 -1%
PT
1079
Plimoth Trust
Massachusetts
$368K -$65.2K -185 -14%
PWPS
1080
Pinnacle Wealth Planning Services
Ohio
$368K +$207K +587 +100%
TWM
1081
Tradition Wealth Management
Minnesota
$367K +$7.75K +22 +2%
HWAM
1082
Hennion & Walsh Asset Management
New Jersey
$366K -$55K -156 -12%
TFS
1083
Thoroughbred Financial Services
Tennessee
$366K
LC
1084
LCNB Corp
Ohio
$366K +$35.2K +100 +9%
LWL
1085
Leo Wealth LLC
Texas
$364K -$43.3K -123 -10%
ACG
1086
Allen Capital Group
Nebraska
$364K +$9.51K +27 +2%
CFD
1087
Creative Financial Designs
Indiana
$364K +$10.9K +31 +3%
GF
1088
Gabelli Funds
New York
$364K -$37K -105 -8%
BWM
1089
BlackDiamond Wealth Management
New York
$363K -$201K -571 -33%
LA
1090
Legacy Advisors
Pennsylvania
$363K +$20.8K +59 +5%
NG
1091
Norden Group
Utah
$362K +$185K +525 +83%
DWA
1092
Douglass Winthrop Advisors
New York
$360K
WDA
1093
Wendell David Associates
New Hampshire
$358K
NS
1094
NBC Securities
Alabama
$357K +$401K +1,139 +113,900%
PTC
1095
Philadelphia Trust Company
Pennsylvania
$354K
CSB
1096
City State Bank
Iowa
$353K
KRW
1097
Kaufman Rossin Wealth
Florida
$352K +$396K +1,124 New
FMLI
1098
Fukoku Mutual Life Insurance
Japan
$352K +$396K +1,123 New
AWA
1099
Arete Wealth Advisors
Illinois
$350K +$393K +1,116 New
FCP
1100
Fidelis Capital Partners
Florida
$350K -$17.3K -49 -4%