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Name Holding Trade Value Shares
Change
Change in
Stake
GSIS
851
Global Strategic Investment Solutions
Arizona
$336K +$25.9K +176 +8%
RIG
852
Renaissance Investment Group
Massachusetts
$335K -$528K -3,593 -61%
CCWM
853
Cassaday & Co Wealth Management
Virginia
$335K +$338K +2,299 New
EM
854
ELCO Management
New York
$331K +$103K +700 +45%
RIA
855
Richwood Investment Advisors
Ohio
$331K -$24.4K -166 -7%
CA
856
Clearstead Advisors
Ohio
$329K +$19.1K +130 +6%
MJP
857
Michael J. Puzo
$324K
CCA
858
Checchi Capital Advisers
California
$323K -$72.7K -495 -18%
PF
859
Phoenix Financial
Israel
$322K -$23.1K -157 -7%
EWM
860
Echo Wealth Management
Minnesota
$321K
KFGK
861
Keystone Financial Group (Kentucky)
Kentucky
$316K +$7.49K +51 +2%
CCB
862
Country Club Bank
Missouri
$316K +$9.7K +66 +3%
VCM
863
Virtue Capital Management
Tennessee
$315K +$113K +770 +55%
UIA
864
Ulland Investment Advisors
Minnesota
$314K
LAM
865
Lakewood Asset Management
Illinois
$313K +$316K +2,149 New
DBG
866
De Burlo Group
Massachusetts
$313K -$73.5K -500 -19%
CI
867
Conning Inc
Connecticut
$311K -$1.03K -7 -0.3%
SWM
868
Segment Wealth Management
Texas
$308K -$88.2K -600 -22%
SW
869
SlateStone Wealth
Florida
$307K -$19.1K -130 -6%
IAIM
870
International Assets Investment Management
Florida
$307K +$100K +683 +48%
WPW
871
Waldron Private Wealth
Pennsylvania
$303K
FC
872
Financial Consulate
Maryland
$303K +$8.08K +55 +3%
SG
873
Stonnington Group
California
$301K -$74.9K -510 -21%
BFM
874
Boothbay Fund Management
New York
$295K -$1.18K -8 -0.4%
BWM
875
Baron Wealth Management
Michigan
$295K +$298K +2,025 New