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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1501
RB Capital Management
Nevada
$651K -$7.18K -48 -1%
RVM
1502
Robinson Value Management
Texas
$645K – – –
CAG
1503
Crestwood Advisors Group
Massachusetts
$645K +$30.4K +203 +5%
CT
1504
Columbia Trust
Oregon
$643K – – –
GLLW
1505
Graves Light Lenhart Wealth
Virginia
$643K +$150 +1 +0%
RIS
1506
Retirement Income Solutions
Michigan
$642K -$15.3K -102 -2%
TF
1507
Tompkins Financial
New York
$642K -$11.4K -76 -2%
LSAG
1508
Lake Street Advisors Group
New Hampshire
$642K -$5.84K -39 -1%
SA
1509
Sicart Associates
New York
$642K – – –
GL
1510
Graypoint LLC
New York
$641K +$2.4K +16 +0.4%
IPW
1511
Inlet Private Wealth
Florida
$641K +$8.23K +55 +1%
FRA
1512
Front Row Advisors
California
$641K +$85.9K +574 +17%
XWM
1513
Xcel Wealth Management
Florida
$641K +$596K +3,980 New
ZAM
1514
Zevin Asset Management
Massachusetts
$640K -$8.83K -59 -1%
W
1515
Wealthquest
Ohio
$639K +$25.3K +169 +4%
SB
1516
Sunflower Bank
Texas
$639K +$41K +274 +7%
TSW
1517
Thompson Siegel & Walmsley
Virginia
$638K -$59.4K -397 -9%
AWE
1518
Avidian Wealth Enterprises
Texas
$638K +$10K +67 +2%
3F
1519
360 Financial
Minnesota
$637K – – –
DM
1520
Diker Management
New York
$636K – – –
SFA
1521
Souders Financial Advisors
Ohio
$636K +$591K +3,949 New
WIA
1522
Wealthstreet Investment Advisors
Texas
$634K +$47.6K +318 +9%
EA
1523
Elm Advisors
California
$629K – – –
HFS
1524
Hantz Financial Services
Michigan
$627K -$4.94K -33 -0.8%
GIP
1525
Greatmark Investment Partners
Georgia
$626K – – –