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Name Holding Trade Value Shares
Change
Change in
Stake
EWS
701
Evergreen Wealth Solutions
Pennsylvania
$567K +$6.25K +499 +1%
GSIAS
702
Garden State Investment Advisory Services
New Jersey
$566K +$49.3K +3,940 +10%
CRIG
703
Charter Research & Investment Group
Connecticut
$565K +$6.26K +500 +1%
APP
704
Avantax Planning Partners
Iowa
$563K +$50.9K +4,069 +10%
JIC
705
Johnson Investment Counsel
Ohio
$563K -$139K -11,129 -20%
S
706
SignatureFD
Georgia
$563K +$26K +2,073 +5%
RIA
707
Retirement Investment Advisors
Oklahoma
$563K +$200K +15,940 +56%
SWM
708
Silverlake Wealth Management
Vermont
$559K +$46.6K +3,718 +9%
MGAM
709
McGowan Group Asset Management
Texas
$554K +$2.5K +200 +0.5%
KWM
710
Keebeck Wealth Management
Illinois
$553K -$125K -10,000 -19%
CCB
711
Cutter & Co Brokerage
Missouri
$552K +$32.7K +2,608 +6%
SMH
712
Sanders Morris Harris
Texas
$551K +$22.5K +1,800 +4%
CAM
713
Carret Asset Management
New York
$547K +$213 +17 +0%
EFS
714
Essex Financial Services
Connecticut
$545K -$22.3K -1,782 -4%
KLCM
715
KG&L Capital Management
Louisiana
$542K +$75.8K +6,055 +16%
GIA
716
Gladstone Institutional Advisory
Florida
$540K -$199K -15,876 -27%
DI
717
Diligent Investors
California
$537K +$488 +39 +0.1%
TWP
718
Tempus Wealth Planning
California
$535K +$23.4K +1,871 +5%
MCM
719
Mainstay Capital Management
Michigan
$535K -$28.5K -2,278 -5%
GRP
720
Global Retirement Partners
California
$533K +$139K +11,071 +32%
Bessemer Group
721
Bessemer Group
New Jersey
$531K -$278K -22,181 -34%
AFGAS
722
Allegiance Financial Group Advisory Services
Virginia
$531K +$75 +6 +0%
ICG
723
InterOcean Capital Group
Tennessee
$531K -$50.7K -4,050 -9%
TPA
724
Trivium Point Advisory
Connecticut
$531K +$527K +42,104 New
FNBT
725
FineMark National Bank & Trust
Florida
$530K +$126K +10,056 +31%