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Name Holding Trade Value Shares
Change
Change in
Stake
LMKC
2051
L.M. Kohn & Company
Ohio
$697K +$244 +5 +0%
SAS
2052
Stelac Advisory Services
New York
$697K +$152K +3,117 +31%
HIM
2053
Hillsdale Investment Management
Ontario, Canada
$696K +$32.7K +670 +5%
GEA
2054
Glen Eagle Advisors
New Jersey
$694K -$13.7K -281 -2%
AI
2055
Accredited Investors
Minnesota
$694K +$1.37K +28 +0.2%
BFA
2056
Bill Few Associates
Pennsylvania
$693K +$5.42K +111 +0.8%
SC
2057
Steph & Co
Wisconsin
$693K -$40.1K -822 -6%
GHA
2058
Granite Harbor Advisors
Texas
$693K +$18.3K +374 +3%
FG
2059
Foster Group
Iowa
$692K +$43.4K +888 +7%
WDG
2060
Wealth Dimensions Group
Ohio
$691K +$63.5K +1,300 +11%
FCAG
2061
First Capital Advisors Group
New Jersey
$690K -$47.1K -964 -7%
KWM
2062
Kolinsky Wealth Management
New Jersey
$689K -$7.62K -156 -1%
GIA
2063
Guyasuta Investment Advisors
Pennsylvania
$688K -$391K -8,000 -38%
PWP
2064
Phillips Wealth Planners
Mississippi
$686K -$38.5K -789 -5%
WMA
2065
Wealth Management Associates
New Jersey
$686K +$244 +5 +0%
WCM
2066
Whitener Capital Management
North Carolina
$685K +$31K +635 +5%
CWM
2067
Castle Wealth Management
Florida
$683K -$42.7K -875 -6%
PFGIA
2068
Patriot Financial Group Insurance Agency
Massachusetts
$682K -$114K -2,326 -15%
CFAM
2069
Center For Asset Management
Florida
$681K +$5.37K +110 +0.9%
JWBC
2070
J.W. Burns & Co
New York
$681K -$48.8K -1,000 -7%
LCWP
2071
Legacy Capital Wealth Partners
Arkansas
$678K +$633K +12,971 New
BFC
2072
Blue Fin Capital
Rhode Island
$677K -$11.9K -243 -2%
AIA
2073
Armor Investment Advisors
North Carolina
$676K -$57.6K -1,180 -8%
SI
2074
Saxon Interests
Texas
$675K -$280K -5,739 -31%
GWA
2075
GGM Wealth Advisors
Maryland
$672K +$879 +18 +0.1%