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Name Holding Trade Value Shares
Change
Change in
Stake
RIS
1501
Retirement Income Solutions
Michigan
$642K -$15.3K -102 -2%
TF
1502
Tompkins Financial
New York
$642K -$11.4K -76 -2%
LSAG
1503
Lake Street Advisors Group
New Hampshire
$642K -$5.84K -39 -1%
SA
1504
Sicart Associates
New York
$642K
GL
1505
Graypoint LLC
New York
$641K +$2.4K +16 +0.4%
IPW
1506
Inlet Private Wealth
Florida
$641K +$8.23K +55 +1%
FRA
1507
Front Row Advisors
California
$641K +$85.9K +574 +17%
XWM
1508
Xcel Wealth Management
Florida
$641K +$596K +3,980 New
ZAM
1509
Zevin Asset Management
Massachusetts
$640K -$8.83K -59 -1%
W
1510
Wealthquest
Ohio
$639K +$25.3K +169 +4%
SB
1511
Sunflower Bank
Texas
$639K +$41K +274 +7%
TSW
1512
Thompson Siegel & Walmsley
Virginia
$638K -$59.4K -397 -9%
AWE
1513
Avidian Wealth Enterprises
Texas
$638K +$10K +67 +2%
3F
1514
360 Financial
Minnesota
$637K
DM
1515
Diker Management
New York
$636K
SFA
1516
Souders Financial Advisors
Ohio
$636K +$591K +3,949 New
WIA
1517
Wealthstreet Investment Advisors
Texas
$634K +$47.6K +318 +9%
EA
1518
Elm Advisors
California
$629K
HFS
1519
Hantz Financial Services
Michigan
$627K -$4.94K -33 -0.8%
GIP
1520
Greatmark Investment Partners
Georgia
$626K
FCB
1521
First Command Bank
Texas
$625K -$14.5K -97 -2%
FCFS
1522
First Command Financial Services
Texas
$625K -$14.5K -97 -2%
CNB
1523
Camden National Bank
Maine
$625K +$107K +718 +23%
CNC
1524
Camden National Corporation
Maine
$625K +$581K +3,879 New
MSFP
1525
Mark Sheptoff Financial Planning
Connecticut
$624K +$18K +120 +3%