Name Holding Trade Value Shares
Change
Change in
Stake
LW
1101
Linscomb Wealth
Texas
$357K +$46.4K +148 +16%
MHR
1102
Matthew Hamilton Rosenberg
$356K +$5.01K +16 +1%
RCG
1103
Regatta Capital Group
California
$356K +$42.9K +137 +14%
IIM
1104
InTrack Investment Management
Vermont
$354K +$340K +1,084 New
AIIMS
1105
Analyst IMS Investment Management Services
Israel
$353K -$21.6K -69 -6%
UBV
1106
United Bank (Virginia)
Virginia
$351K -$7.21K -23 -2%
WSC
1107
Wellington Shields & Co
New York
$350K -$11K -35 -3%
DSC
1108
Duncker Streett & Co
Missouri
$350K – – –
LFA
1109
Legacy Financial Advisors
Kentucky
$349K +$79.3K +253 +31%
SFO
1110
Stokes Family Office
Louisiana
$349K +$627 +2 +0.2%
IFWM
1111
Institute for Wealth Management
Colorado
$346K +$23.8K +76 +8%
MWPCG
1112
Measured Wealth Private Client Group
New Hampshire
$345K – – –
SIC
1113
Samalin Investment Counsel
New York
$343K -$940 -3 -0.3%
PA
1114
Procyon Advisors
Connecticut
$343K +$49.8K +159 +18%
RPWA
1115
Regent Peak Wealth Advisors
Georgia
$343K +$47.6K +152 +17%
KFGK
1116
Keystone Financial Group (Kentucky)
Kentucky
$342K – – –
HI
1117
Harbour Investments
Wisconsin
$342K +$37.9K +121 +13%
AIA
1118
Angeles Investment Advisors
California
$341K +$328K +1,046 New
AWM
1119
Atticus Wealth Management
Florida
$340K -$33.5K -107 -9%
FFA
1120
Founders Financial Alliance
North Carolina
$336K -$1.25K -4 -0.4%
MAM
1121
Meeder Asset Management
Ohio
$335K -$2.06M -6,576 -86%
GIA
1122
GHP Investment Advisors
Colorado
$334K – – –
KI
1123
Kula Investments
Illinois
$333K +$320K +1,022 New
CF
1124
Corrigan Financial
Rhode Island
$333K -$60.8K -194 -16%
KFC
1125
Klingenstein Fields & Co
New York
$333K -$4.39K -14 -1%