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Name Holding Trade Value Shares
Change
Change in
Stake
RIS
1751
Retirement Income Solutions
Michigan
$716K -$20.3K -269 -3%
BPCA
1752
Bank Pictet & Cie (Asia)
Singapore
$715K -$43.4K -576 -6%
AWMG
1753
Alliance Wealth Management Group
New Jersey
$714K
TCM
1754
Towercrest Capital Management
Pennsylvania
$714K
GFPC
1755
Global Financial Private Client
Florida
$713K +$27.9K +370 +4%
CHP
1756
Cable Hill Partners
Oregon
$713K +$31.8K +422 +5%
MSR
1757
Main Street Research
Connecticut
$709K +$979 +13 +0.1%
GTAM
1758
Global Trust Asset Management
Florida
$702K +$5.95K +79 +0.8%
RWM
1759
Ritholtz Wealth Management
New York
$698K +$312K +4,149 +78%
CASB
1760
Cape Ann Savings Bank
Massachusetts
$698K +$712K +9,464 New
BWM
1761
BerganKDV Wealth Management
Minnesota
$697K -$30.6K -406 -4%
CMO
1762
Covenant Multifamily Offices
Texas
$697K +$262K +3,480 +58%
WIP
1763
Wellesley Investment Partners
Massachusetts
$694K -$95.5K -1,269 -12%
RIM
1764
Rockbridge Investment Management
New York
$694K +$708K +9,411 New
BCA
1765
Berman Capital Advisors
Georgia
$689K -$205K -2,726 -23%
MWM
1766
Marietta Wealth Management
Georgia
$689K -$94.9K -1,260 -12%
ACM
1767
Alethea Capital Management
Washington
$688K +$465K +6,181 +197%
HWA
1768
HHM Wealth Advisors
Tennessee
$685K +$2.03K +27 +0.3%
BCM
1769
Boltwood Capital Management
California
$683K
HIM
1770
Hotaling Investment Management
Pennsylvania
$683K
MFG
1771
Merit Financial Group
Georgia
$681K +$127K +1,681 +22%
JSL
1772
JT Stratford LLC
Georgia
$681K +$202K +2,686 +41%
PP
1773
Pegasus Partners
Wisconsin
$678K +$214K +2,846 +45%
LWM
1774
Laidlaw Wealth Management
New York
$677K +$55.3K +735 +9%
RIA
1775
Regal Investment Advisors
Michigan
$676K +$690K +9,165 New