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Name Holding Trade Value Shares
Change
Change in
Stake
RIS
2201
Richmond Investment Services
Wisconsin
$696K +$9.8K +32 +1%
WSC
2202
Wellington Shields & Co
New York
$693K
WWM
2203
Whalen Wealth Management
Nevada
$691K +$693K +2,261 New
HIF
2204
Hill Island Financial
Michigan
$690K +$96.2K +314 +16%
OFW
2205
Omnia Family Wealth
Florida
$688K -$15K -49 -2%
AGP
2206
Autumn Glory Partners
Texas
$685K +$52.1K +170 +8%
WF
2207
Wayfinding Financial
Washington
$684K -$93.7K -306 -12%
SBWIC
2208
Schaper Benz & Wise Investment Counsel
Wisconsin
$684K
BRPW
2209
Ballast Rock Private Wealth
South Carolina
$683K +$684K +2,234 New
TWP
2210
Tower Wealth Partners
Pennsylvania
$682K +$4.59K +15 +0.7%
MWS
2211
MFA Wealth Services
California
$681K +$29.7K +97 +5%
BG
2212
Bollard Group
Massachusetts
$680K +$3.98K +13 +0.6%
MKC
2213
M. Kraus & Co
Vermont
$679K
TSWM
2214
Triangle Securities Wealth Management
North Carolina
$678K -$49K -160 -7%
CFC
2215
Coyle Financial Counsel
Illinois
$677K +$1.84K +6 +0.3%
RF
2216
Rossby Financial
Florida
$675K +$140K +457 +26%
BIAS
2217
Beacon Investment Advisory Services
New Jersey
$674K -$70.1K -229 -9%
PA
2218
Persium Advisors
Georgia
$673K +$46.6K +152 +7%
TCWM
2219
Total Clarity Wealth Management
Illinois
$673K -$34K -111 -5%
CHJWM
2220
Carlton Hofferkamp & Jenks Wealth Management
Texas
$673K -$15.3K -50 -2%
AT
2221
American Trust
Kentucky
$673K
GPW
2222
Gray Private Wealth
Massachusetts
$672K -$22.4K -73 -3%
MCCA
2223
Mill Creek Capital Advisors
Pennsylvania
$672K -$72.6K -237 -10%
SA
2224
Strategic Advisors
New York
$672K +$2.76K +9 +0.4%
VCAM
2225
Van Cleef Asset Management
Ohio
$670K +$1.53K +5 +0.2%