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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
2051
Winthrop Advisory Group
Massachusetts
$700K +$36K +453 +5%
CLA
2052
Carnegie Lake Advisors
New Jersey
$699K -$59.6K -750 -8%
RIS
2053
Retirement Income Solutions
Michigan
$699K
WTA
2054
Washington Trust Advisors
Massachusetts
$698K +$11.2K +141 +2%
VCM
2055
Vivaldi Capital Management
Illinois
$698K -$15.2K -191 -2%
CIC
2056
Chase Investment Counsel
Virginia
$698K
CTA
2057
Colonial Trust Advisors
South Carolina
$698K +$146K +1,831 +26%
HTI
2058
Hikari Tsushin Inc
Japan
$698K
IP
2059
Intellectus Partners
California
$698K -$249K -3,137 -26%
WWC
2060
Waypoint Wealth Counsel
Georgia
$697K +$436K +5,481 +165%
MAWCM
2061
Mine & Arao Wealth Creation & Management
California
$696K -$15.6K -196 -2%
LIA
2062
LBMC Investment Advisors
Tennessee
$696K
SWK
2063
Stephen W. Kidder
$695K +$1.99K +25 +0.3%
PI
2064
Pettee Investors
Connecticut
$694K
RIP
2065
Reliant Investment Partners
North Carolina
$694K -$33.1K -416 -5%
BFG
2066
Berger Financial Group
Minnesota
$693K -$131K -1,645 -16%
SOW
2067
State of Wyoming
Wyoming
$693K +$356K +4,483 +105%
PCM
2068
Perkins Capital Management
Minnesota
$693K -$139K -1,750 -17%
SOS
2069
Silver Oak Securities
Tennessee
$689K -$202K -2,536 -23%
QWP
2070
Quotient Wealth Partners
Texas
$689K +$50.4K +634 +8%
GPI
2071
General Partner Inc
Pennsylvania
$688K
HTHT
2072
Hemenway Trust Hemenway Trust
New Hampshire
$686K -$45.1K -567 -6%
UAG
2073
United Advisor Group
Ohio
$686K +$46.1K +580 +7%
TIA
2074
Traphagen Investment Advisors
New Jersey
$683K +$42.1K +530 +7%
CCC
2075
Compass Capital Corp
Massachusetts
$682K -$23.4K -295 -3%