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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
876
Richwood Investment Advisors
Ohio
$548K +$82K +1,360 +19%
O
877
Ossiam
France
$547K +$518K +8,587 New
APP
878
Avantax Planning Partners
Iowa
$546K -$6.33K -105 -1%
CGH
879
CMG Global Holdings
Texas
$545K -$453K -7,514 -47%
CC
880
Cadinha & Co
Hawaii
$545K
MC
881
Mathes Company
New York
$545K
MFP
882
Michael F. Price
$545K
WAOI
883
Wealth Advisors of Iowa
Iowa
$542K +$154K +2,557 +43%
LB
884
Leo Brokerage
Texas
$540K +$511K +8,477 New
ASA
885
Armstrong Shaw Associates
Connecticut
$538K -$49.9K -827 -9%
BFO
886
Biltmore Family Office
North Carolina
$534K -$190K -3,151 -27%
SFM
887
Signet Financial Management
New Jersey
$534K +$472K +7,822 +1,397%
FSA
888
Franklin Street Advisors
North Carolina
$532K
FWM
889
Frontier Wealth Management
Missouri
$527K -$33.9K -562 -6%
WFM
890
Wolff Financial Management
Michigan
$527K
RWM
891
Ritholtz Wealth Management
New York
$524K +$496K +8,227 New
LSA
892
Leonteq Securities AG
Switzerland
$524K -$1.32M -21,844 -73%
TT
893
TI-Trust
Illinois
$523K
RRA
894
Round Rock Advisors
Connecticut
$522K +$494K +8,191 New
MIC
895
Meridian Investment Counsel
California
$520K -$39.7K -658 -7%
BFS
896
Bard Financial Services
Connecticut
$520K +$158K +2,625 +47%
DS
897
DRW Securities
Illinois
$520K +$492K +8,162 New
VCM
898
Virtue Capital Management
Tennessee
$516K +$111K +1,838 +29%
KIA
899
KCM Investment Advisors
California
$515K +$135K +2,233 +38%
DPIM
900
Duff & Phelps Investment Management
Illinois
$514K