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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
2351
Hillsdale Investment Management
Ontario, Canada
$284K +$32.7K +90 +13%
SPP
2352
Single Point Partners
Massachusetts
$283K -$17.4K -48 -6%
AAMC
2353
Asset Allocation & Management Company
Illinois
$283K – – –
OR
2354
Olympiad Research
Connecticut
$282K +$282K +776 New
WOSD
2355
WFA of San Diego
California
$282K – – –
NIC
2356
Northwest Investment Counselors
Oregon
$281K – – –
VIA
2357
Virtus Investment Advisers
Connecticut
$281K – – –
AAS
2358
Annex Advisory Services
Wisconsin
$280K -$5.81K -16 -2%
GIP
2359
Greatmark Investment Partners
Georgia
$279K – – –
RPCA
2360
Running Point Capital Advisors
California
$279K +$1.82K +5 +0.7%
CWA
2361
CM Wealth Advisors
Ohio
$278K +$25.4K +70 +10%
WTA
2362
Washington Trust Advisors
Massachusetts
$278K -$52.7K -145 -16%
OFG
2363
Oxford Financial Group
Indiana
$277K -$6.9K -19 -2%
BMC
2364
Benin Management Corp
Connecticut
$276K – – –
FMI
2365
F/M Investments
District of Columbia
$276K – – –
ATC
2366
Adirondack Trust Company
New York
$276K – – –
GWM
2367
GSB Wealth Management
Connecticut
$276K -$41.8K -115 -13%
DWM
2368
Denver Wealth Management
Colorado
$276K -$1.09K -3 -0.4%
FI
2369
Financial Insights
Washington
$275K -$48.3K -133 -15%
MWC
2370
MBM Wealth Consultants
Missouri
$275K – – –
ECM
2371
Elgethun Capital Management
South Dakota
$275K – – –
KFA
2372
Kapstone Financial Advisors
Ohio
$274K – – –
JWM
2373
Janiczek Wealth Management
Colorado
$274K +$41.4K +114 +18%
DFA
2374
DHJJ Financial Advisors
Illinois
$274K -$4.36K -12 -2%
CFO
2375
Collective Family Office
Pennsylvania
$273K +$273K +752 New