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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
826
Cornerstone Wealth Management
Missouri
$224K -$38.7K -472 -14%
RCM
827
RB Capital Management
Nevada
$224K -$14.9K -181 -6%
RIM
828
Redwood Investment Management
Arizona
$223K +$229K +2,795 New
LW
829
Linscomb Wealth
Texas
$222K -$3.77K -46 -2%
CC
830
Courier Capital
New York
$220K +$82 +1 +0%
SIM
831
SSI Investment Management
California
$217K -$3.69K -45 -2%
OIWM
832
OptiFour Integrated Wealth Management
Virginia
$217K
LOAMS
833
Lombard Odier Asset Management (Switzerland)
Switzerland
$212K +$218K +2,652 New
BWM
834
BigSur Wealth Management
Florida
$211K
WP
835
WealthSource Partners
California
$209K -$62K -756 -22%
CDH
836
Charles D. Hyman
$209K
WSCM
837
Wellington Shields Capital Management
New York
$209K
KTA
838
Keeley-Teton Advisors
Illinois
$209K +$215K +2,615 New
AG
839
Appleton Group
Wisconsin
$207K +$212K +2,589 New
BAM
840
Belpointe Asset Management
Nevada
$204K -$43.9K -535 -17%
SC
841
SRB Corp
Massachusetts
$204K +$6.4K +78 +3%
MCM
842
Murphy Capital Management
New Jersey
$203K
VCM
843
Vigilant Capital Management
Maine
$202K -$328 -4 -0.2%
BW
844
Bison Wealth
Georgia
$201K -$15.9K -194 -7%
BP
845
Ballentine Partners
Massachusetts
$201K +$206K +2,508 New
TRCT
846
Tower Research Capital (TRC)
New York
$200K -$450K -5,489 -69%
LCC
847
Lincoln Capital Corp
Rhode Island
$200K -$205K -2,500 -50%
RA
848
Rational Advisors
New York
$197K +$21.1K +257 +12%
LWCFA
849
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$196K -$24.6K -300 -11%
WF
850
WealthTrust Fairport
Ohio
$195K +$200K +2,435 New