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Name Holding Trade Value Shares
Change
Change in
Stake
NIC
2301
Northwest Investment Counselors
Oregon
$244K -$34.4K -100 -11%
RTC
2302
Riverview Trust Company
Washington
$244K +$56.5K +164 +27%
TFA
2303
Triad Financial Advisors
North Carolina
$243K -$1.72K -5 -0.6%
GCA
2304
Genesee Capital Advisors
New York
$243K – – –
TA
2305
Trellis Advisors
Washington
$242K +$14.5K +42 +6%
DWM
2306
Denver Wealth Management
Colorado
$242K +$264K +768 New
BSSFA
2307
Baron Silver Stevens Financial Advisors
Florida
$242K +$265K +770 New
AWC
2308
Abundance Wealth Counselors
Pennsylvania
$241K – – –
RP
2309
Rice Partnership
Hawaii
$241K – – –
BMC
2310
Benin Management Corp
Connecticut
$240K -$5.17K -15 -2%
SFO
2311
Standard Family Office
South Dakota
$240K +$262K +762 New
VCM
2312
Vigilant Capital Management
Maine
$239K -$344K -1,000 -57%
TCM
2313
Traynor Capital Management
Pennsylvania
$239K +$3.44K +10 +1%
LAS
2314
Lloyd Advisory Services
Georgia
$238K -$83.7K -243 -24%
ATC
2315
Adirondack Trust Company
New York
$238K +$1.03K +3 +0.4%
RPCA
2316
Running Point Capital Advisors
California
$238K +$3.79K +11 +1%
OWA
2317
Outlook Wealth Advisors
Texas
$237K +$8.27K +24 +3%
OWA
2318
Octavia Wealth Advisors
Ohio
$237K +$8.95K +26 +4%
AAS
2319
Annex Advisory Services
Wisconsin
$237K +$23.4K +68 +10%
DWM
2320
Darwin Wealth Management
Florida
$236K -$381K -1,105 -62%
CWM
2321
Chicago Wealth Management
Illinois
$236K – – –
CWM
2322
C2C Wealth Management
Arizona
$235K -$39.6K -115 -14%
IWN
2323
Independent Wealth Network
Iowa
$235K -$10.3K -30 -4%
BI
2324
Ballast Inc
Kentucky
$235K – – –
CRI
2325
Colonial River Investments
Virginia
$235K +$26.2K +76 +11%