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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1726
Rise Advisors
New York
$579K +$20.6K +51 +4%
BBA
1727
BLB&B Advisors
Pennsylvania
$579K +$10.1K +25 +2%
BMC
1728
Beaton Management Company
Massachusetts
$579K – – –
VCAM
1729
Van Cleef Asset Management
Ohio
$575K – – –
HWA
1730
Heartwood Wealth Advisors
Virginia
$573K +$117K +290 +28%
RF
1731
Rossby Financial
Florida
$573K +$133K +329 +32%
BFA
1732
Beaumont Financial Advisors
Massachusetts
$572K +$4.03K +10 +0.8%
LWM
1733
LeConte Wealth Management
Tennessee
$571K +$232K +575 +75%
RCM
1734
RB Capital Management
Nevada
$571K -$13.3K -33 -2%
NVIM
1735
New Vernon Investment Management
Illinois
$571K +$540K +1,340 New
SHFA
1736
SS&H Financial Advisors
Michigan
$570K +$539K +1,337 New
EPM
1737
Elm Partners Management
Pennsylvania
$570K +$1.61K +4 +0.3%
KC
1738
Knuff & Co
California
$568K +$355K +880 +194%
TCM
1739
Tufton Capital Management
Maryland
$568K – – –
RIG
1740
Renaissance Investment Group
Massachusetts
$567K +$282K +700 +111%
FNBTCON
1741
First National Bank & Trust Co of Newtown
Pennsylvania
$566K – – –
AWAG
1742
ARS Wealth Advisors Group
Florida
$565K +$6.45K +16 +1%
WA
1743
Wealth Architects
California
$565K -$29K -72 -5%
BWM
1744
BCS Wealth Management
Tennessee
$562K +$68.6K +170 +15%
AFP
1745
Alpha Financial Partners
Kentucky
$561K -$31.5K -78 -6%
CCA
1746
Childress Capital Advisors
Texas
$561K -$124K -307 -19%
RZH
1747
Relyea Zuckerberg Hanson
Connecticut
$561K +$20.6K +51 +4%
KWM
1748
Kassira Wealth Management
Tennessee
$559K +$3.23K +8 +0.6%
KCP
1749
Kera Capital Partners
California
$558K -$50.4K -125 -9%
SNB
1750
Security National Bank
Nebraska
$558K – – –