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Name Holding Trade Value Shares
Change
Change in
Stake
Alesco Advisors
3051
Alesco Advisors
New York
$424K +$70.9K +194 +21%
RTC
3052
Riverview Trust Company
Washington
$424K +$27.4K +75 +7%
SRSA
3053
S.R. Schill & Associates
Washington
$423K +$39.1K +107 +11%
PGWM
3054
Pitti Group Wealth Management
New York
$423K -$7.31K -20 -2%
LSIA
3055
LaSalle St. Investment Advisors
Illinois
$422K – – –
BRA
3056
Biechele Royce Advisors
Indiana
$422K +$63.2K +173 +19%
ATWA
3057
Arbor Trust Wealth Advisors
Michigan
$421K +$1.83K +5 +0.4%
ML
3058
Mayport LLC
Massachusetts
$421K +$8.04K +22 +2%
BFS
3059
Beacon Financial Strategies
North Carolina
$421K – – –
FRA
3060
Front Row Advisors
California
$420K +$58.8K +161 +17%
NAMNJ
3061
NorthStar Asset Management (New Jersey)
New Jersey
$419K +$1.46K +4 +0.4%
HFRG
3062
Houlihan Financial Resource Group
Virginia
$419K – – –
WPC
3063
White Pine Capital
Minnesota
$418K +$39.1K +107 +9%
IWS
3064
Integrity Wealth Solutions
Colorado
$417K +$33.6K +92 +9%
RIM
3065
RW Investment Management
Idaho
$416K +$6.94K +19 +2%
CAWM
3066
Capital Advisors Wealth Management
Washington
$416K +$1.83K +5 +0.5%
HPFG
3067
Hart & Patterson Financial Group
Massachusetts
$414K – – –
LFG
3068
Lockerman Financial Group
California
$414K -$5.84K -16 -1%
WRPWM
3069
Werba Rubin Papier Wealth Management
California
$413K +$71.2K +195 +22%
GA
3070
Greytown Advisors
Florida
$412K -$73.1K -200 -16%
BWA
3071
Bordeaux Wealth Advisors
California
$412K -$118K -323 -23%
EA
3072
Echo45 Advisors
California
$412K -$2.92K -8 -0.7%
FC
3073
Financial Council
Maryland
$412K – – –
GWWM
3074
Great Waters Wealth Management
Minnesota
$410K +$38.4K +105 +11%
GIM
3075
Guild Investment Management
California
$409K +$20.8K +57 +6%