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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1426
Renaissance Investment Group
Massachusetts
$294K – – –
WC
1427
Wexford Capital
Florida
$292K +$268K +573 New
BFW
1428
Brady Family Wealth
Missouri
$292K – – –
OC
1429
Opal Capital
Florida
$292K +$236K +505 New
WI
1430
WBI Investments
New Jersey
$292K +$267K +571 New
WRPWM
1431
Werba Rubin Papier Wealth Management
California
$291K +$18.7K +40 +8%
KWM
1432
Kaydan Wealth Management
Michigan
$290K – – –
MCM
1433
Monument Capital Management
Virginia
$290K – – –
RiverFront Investment Group
1434
RiverFront Investment Group
Virginia
$289K +$265K +566 New
AAG
1435
Armstrong Advisory Group
Massachusetts
$286K -$7.01K -15 -3%
MAWA
1436
Moss Adams Wealth Advisors
Washington
$286K +$11.7K +25 +5%
Cassaday & Co Wealth Management
1437
Cassaday & Co Wealth Management
Virginia
$286K – – –
LGW
1438
Leslie Global Wealth
Illinois
$286K +$28K +60 +12%
CPW
1439
Crestmont Private Wealth
Texas
$283K +$13.1K +28 +5%
TIA
1440
Traphagen Investment Advisors
New Jersey
$282K +$935 +2 +0.4%
IGGA
1441
Iron Gate Global Advisors
Utah
$281K +$935 +2 +0.4%
RR
1442
Robotti Robert
$281K – – –
GWM
1443
Gilpin Wealth Management
Colorado
$281K +$257K +550 New
SP
1444
SWS Partners
Ohio
$280K – – –
ZBNA
1445
Zions Bancorporation, National Association
Utah
$279K +$38.8K +83 +18%
LOWM
1446
Laurel Oak Wealth Management
New Jersey
$279K +$256K +547 New
RMF
1447
Red Mountain Financial
Colorado
$278K – – –
RPGK
1448
Retirement Planning Group (Kansas)
Kansas
$278K -$10.3K -22 -4%
BFS
1449
BridgePort Financial Solutions
Iowa
$277K – – –
MEG
1450
Millstone Evans Group
Colorado
$277K – – –