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Name Holding Trade Value Shares
Change
Change in
Stake
S
1751
SimplyRich
California
$283K +$292K +5,262 New
BCM
1752
Baltimore Capital Management
Maryland
$282K – – –
IIM
1753
Intact Investment Management
Quebec, Canada
$282K – – –
BRF
1754
B. Riley Financial
California
$280K +$9.26K +167 +3%
OIWM
1755
OptiFour Integrated Wealth Management
Virginia
$280K +$289K +5,215 New
RAM
1756
Redmond Asset Management
Virginia
$279K +$9.15K +165 +3%
GWS
1757
Glassman Wealth Services
Virginia
$278K +$6.15K +111 +2%
AWA
1758
Acorn Wealth Advisors
Michigan
$276K +$281K +5,077 New
AWA
1759
AmeriServ Wealth Advisors
Pennsylvania
$274K +$288K +5,192 New
RFA
1760
Reilly Financial Advisors
California
$272K -$18.5K -333 -6%
KCPG
1761
Kavar Capital Partners Group
Kansas
$270K -$46.5K -838 -14%
AIA
1762
Affinity Investment Advisors
California
$270K – – –
BWP
1763
BSW Wealth Partners
Colorado
$269K -$3.99K -72 -1%
CPH
1764
C Partners Holding
Switzerland
$268K +$277K +4,992 New
GLA
1765
Good Life Advisors
Pennsylvania
$266K -$27.4K -494 -9%
RWM
1766
Ritholtz Wealth Management
New York
$266K +$275K +4,963 New
BAM
1767
Burgundy Asset Management
Ontario, Canada
$265K -$7.71K -139 -3%
RW
1768
Rand Wealth
Maryland
$264K – – –
CA
1769
Continuum Advisory
Idaho
$264K +$42.6K +768 +19%
WP
1770
WealthPLAN Partners
Nebraska
$262K -$60.2K -1,085 -18%
CCM
1771
Condor Capital Management
New Jersey
$261K -$11.3K -203 -4%
SIMM
1772
Stillwater Investment Management (Minnesota)
Minnesota
$261K +$1.94K +35 +0.7%
IWA
1773
Intercontinental Wealth Advisors
Texas
$260K -$10.5K -190 -4%
V
1774
ValueWorks
New York
$260K -$3.21K -58 -1%
Edgewood Management
1775
Edgewood Management
Connecticut
$259K – – –