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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
851
Thrive Wealth Management
Pennsylvania
$338K -$200K -1,362 -37%
GSIS
852
Global Strategic Investment Solutions
Arizona
$336K +$25.9K +176 +8%
RIG
853
Renaissance Investment Group
Massachusetts
$335K -$528K -3,593 -61%
CCWM
854
Cassaday & Co Wealth Management
Virginia
$335K +$338K +2,299 New
EM
855
ELCO Management
New York
$331K +$103K +700 +45%
RIA
856
Richwood Investment Advisors
Ohio
$331K -$24.4K -166 -7%
CA
857
Clearstead Advisors
Ohio
$329K +$19.1K +130 +6%
MJP
858
Michael J. Puzo
$324K – – –
CCA
859
Checchi Capital Advisers
California
$323K -$72.7K -495 -18%
PF
860
Phoenix Financial
Israel
$322K -$23.1K -157 -7%
EWM
861
Echo Wealth Management
Minnesota
$321K – – –
KFGK
862
Keystone Financial Group (Kentucky)
Kentucky
$316K +$7.49K +51 +2%
CCB
863
Country Club Bank
Missouri
$316K +$9.7K +66 +3%
VCM
864
Virtue Capital Management
Tennessee
$315K +$113K +770 +55%
UIA
865
Ulland Investment Advisors
Minnesota
$314K – – –
LAM
866
Lakewood Asset Management
Illinois
$313K +$316K +2,149 New
DBG
867
De Burlo Group
Massachusetts
$313K -$73.5K -500 -19%
CI
868
Conning Inc
Connecticut
$311K -$1.03K -7 -0.3%
SWM
869
Segment Wealth Management
Texas
$308K -$88.2K -600 -22%
SW
870
SlateStone Wealth
Florida
$307K -$19.1K -130 -6%
IAIM
871
International Assets Investment Management
Florida
$307K +$100K +683 +48%
WPW
872
Waldron Private Wealth
Pennsylvania
$303K – – –
FC
873
Financial Consulate
Maryland
$303K +$8.08K +55 +3%
SG
874
Stonnington Group
California
$301K -$74.9K -510 -21%
BFM
875
Boothbay Fund Management
New York
$295K -$1.18K -8 -0.4%