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Name Holding Trade Value Shares
Change
Change in
Stake
RIS
2251
Retirement Income Solutions
Michigan
$831K
CAWM
2252
Capital Advisors Wealth Management
Washington
$831K +$65.1K +362 +8%
CRI
2253
Colonial River Investments
Virginia
$830K +$7.73K +43 +0.9%
GAM
2254
Gould Asset Management
California
$829K +$58.5K +325 +7%
SSA
2255
South Street Advisors
New York
$828K +$847K +4,710 New
HPCM
2256
High Pointe Capital Management
Illinois
$827K
MAG
2257
MRA Advisory Group
New Jersey
$825K -$59.2K -329 -7%
CNBT
2258
Cornerstone National Bank & Trust
Illinois
$822K +$52K +289 +7%
SAM
2259
SP Asset Management
California
$821K
CP
2260
Castleview Partners
Texas
$821K +$840K +4,669 New
GCIA
2261
Gabelli & Co Investment Advisers
New York
$819K
BL
2262
Balentine LLC
Georgia
$819K +$106K +591 +15%
DWM
2263
Dorchester Wealth Management
Quebec, Canada
$818K -$40.5K -225 -5%
MC
2264
Mathes Company
New York
$817K
MLFP
2265
MPS Loria Financial Planners
Illinois
$809K
HCM
2266
HMS Capital Management
Tennessee
$805K +$3.96K +22 +0.5%
WAOI
2267
Wealth Advisors of Iowa
Iowa
$805K +$28.2K +157 +4%
BWA
2268
Burt Wealth Advisors
Maryland
$802K -$7.73K -43 -0.9%
SWM
2269
Segment Wealth Management
Texas
$801K +$11.5K +64 +1%
Members Trust
2270
Members Trust
Florida
$797K -$4.68K -26 -0.6%
CF
2271
Corrigan Financial
Rhode Island
$797K +$5.04K +28 +0.6%
FMI
2272
F/M Investments
District of Columbia
$796K +$21.6K +120 +3%
HZ
2273
Hixon Zuercher
Ohio
$794K +$1.08K +6 +0.1%
SRSA
2274
S.R. Schill & Associates
Washington
$793K -$102K -565 -11%
D
2275
Diversified
Delaware
$793K +$18.2K +101 +2%