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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1876
Ferris Capital
Massachusetts
$307K – – –
TCM
1877
Tradewinds Capital Management
Washington
$307K – – –
RRA
1878
Round Rock Advisors
Connecticut
$307K +$29.9K +200 +12%
CCM
1879
Coerente Capital Management
Ontario, Canada
$307K +$286K +1,908 New
RCG
1880
Rock Creek Group
District of Columbia
$306K -$405K -2,705 -59%
RFN
1881
RDA Financial Network
Iowa
$306K -$14.2K -95 -5%
AIM
1882
Arcadia Investment Management
Michigan
$306K – – –
DWM
1883
Destination Wealth Management
California
$304K -$1.5K -10 -0.5%
SW
1884
SlateStone Wealth
Florida
$303K -$143K -957 -34%
PWM
1885
PBMares Wealth Management
Virginia
$303K – – –
GLA
1886
Good Life Advisors
Pennsylvania
$303K +$7.18K +48 +3%
WA
1887
Waverly Advisors
Alabama
$302K -$4.49K -30 -2%
HKAM
1888
Horizon Kinetics Asset Management
New York
$301K -$29.5K -197 -10%
BOPW
1889
Brandywine Oak Private Wealth
Pennsylvania
$301K -$4.04K -27 -1%
LP
1890
LGL Partners
Pennsylvania
$301K +$2.69K +18 +1%
AA
1891
Argent Advisors
Louisiana
$300K – – –
RBFC
1892
Roman Butler Fullerton & Co
Missouri
$300K +$455K +3,040 New
PWMG
1893
Prestige Wealth Management Group
New Jersey
$299K +$31K +207 +13%
WJA
1894
Willis Johnson & Associates
Texas
$298K +$5.84K +39 +2%
CAL
1895
Capital Analysts LLC
Pennsylvania
$298K +$151K +1,012 +122%
RTS
1896
Round Table Services
New Jersey
$298K +$277K +1,851 New
RDWM
1897
Red Door Wealth Management
Tennessee
$297K +$4.94K +33 +2%
MHR
1898
Matthew Hamilton Rosenberg
$296K +$150 +1 +0.1%
WMA
1899
Wealth Management Associates
New Jersey
$295K +$2.54K +17 +0.9%
IA
1900
Insight Advisors
Pennsylvania
$295K -$57.8K -386 -18%