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Name Holding Trade Value Shares
Change
Change in
Stake
RTS
2451
Round Table Services
New Jersey
$435K +$89.3K +324 +29%
FCM
2452
Fortis Capital Management
Washington
$435K +$153K +554 +64%
CIC
2453
Chase Investment Counsel
Virginia
$433K +$8.27K +30 +2%
CWM
2454
Cranbrook Wealth Management
Michigan
$433K +$15.7K +57 +4%
WA
2455
Wealth Architects
California
$431K +$20.7K +75 +6%
SWP
2456
Strategic Wealth Partners
Ohio
$430K -$514K -1,864 -57%
PWS
2457
Peloton Wealth Strategists
Indiana
$429K +$51.3K +186 +15%
LNWTC
2458
Laird Norton Wetherby Trust Company
Washington
$428K -$1.65K -6 -0.4%
CCA
2459
Conservest Capital Advisors
Pennsylvania
$427K +$13.8K +50 +4%
PHM
2460
Prospect Hill Management
New Jersey
$427K +$138K +500 +56%
CWP
2461
Curated Wealth Partners
California
$426K -$118K -428 -23%
GIM
2462
Goelzer Investment Management
Indiana
$424K -$5.51K -20 -1%
EAM
2463
Evanson Asset Management
California
$424K -$4.13K -15 -1%
WCM
2464
WealthBridge Capital Management
Ohio
$424K -$276 -1 -0.1%
RCA
2465
Reitz Capital Advisors
Michigan
$424K – – –
LI
2466
LVZ Inc
Michigan
$424K +$29.2K +106 +8%
ECAM
2467
East Coast Asset Management
Massachusetts
$422K – – –
WAM
2468
WNY Asset Management
New York
$422K +$33.4K +121 +10%
FC
2469
Fulcrum Capital
Washington
$420K -$149K -539 -28%
BMWM
2470
Brown Miller Wealth Management
Virginia
$419K -$49.1K -178 -11%
ANB
2471
Amarillo National Bank
Texas
$419K – – –
LIG
2472
Lokken Investment Group
Delaware
$419K +$82.7K +300 +28%
BWA
2473
Burt Wealth Advisors
Maryland
$418K – – –
SFP
2474
Sterling Financial Planning
New Jersey
$417K -$25.4K -92 -6%
OLA
2475
Oliver Luxxe Assets
New Jersey
$417K +$1.38K +5 +0.4%