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Name Holding Trade Value Shares
Change
Change in
Stake
RIS
1226
Retirement Income Solutions
Michigan
$1.02M +$1.01M +5,228 New
AWA
1227
Arete Wealth Advisors
Illinois
$1.02M +$195K +1,011 +24%
CRC
1228
Curi RMB Capital
Illinois
$1.01M +$567K +2,947 +136%
LW
1229
Linscomb Wealth
Texas
$1M +$36.2K +188 +4%
DJSG
1230
D.J. St. Germain
Massachusetts
$1M +$54.1K +281 +6%
AL
1231
Aspiriant LLC
California
$1M -$2.43M -12,611 -71%
SA
1232
Sicart Associates
New York
$1M +$575K +2,990 +142%
WPA
1233
West Paces Advisors
Georgia
$1M -$46.8K -243 -5%
WTFG
1234
Wells Trecaso Financial Group
Ohio
$996K +$974K +5,063 New
FA
1235
FCG Advisors
New Jersey
$995K -$10.2K -53 -1%
NHC
1236
Nicholas Hoffman & Company
Georgia
$983K +$24.6K +128 +3%
EWM
1237
Evermay Wealth Management
Virginia
$977K +$495K +2,571 +108%
TIA
1238
Tiemann Investment Advisors
California
$976K -$24.2K -126 -2%
FCCM
1239
First City Capital Management
Georgia
$972K -$86K -447 -8%
Capstone Investment Advisors
1240
Capstone Investment Advisors
New York
$968K +$947K +4,923 New
OMC
1241
Old Mission Capital
Illinois
$965K +$944K +4,904 New
CFMC
1242
Curbstone Financial Management Corp
New Hampshire
$963K -$1.22M -6,331 -56%
DCM
1243
Donaldson Capital Management
Indiana
$961K -$385 -2 -0%
EAM
1244
Evanson Asset Management
California
$954K +$49.4K +257 +6%
PAM
1245
Peak Asset Management
Colorado
$949K -$202K -1,051 -18%
HIC
1246
Holderness Investments Company
North Carolina
$949K -$5.77K -30 -0.6%
LSAG
1247
Lake Street Advisors Group
New Hampshire
$946K +$925K +4,808 New
GBA
1248
Garrison Bradford & Associates
New York
$941K
PCA
1249
Peddock Capital Advisors
Massachusetts
$941K
ZIG
1250
Zuckerman Investment Group
Illinois
$941K