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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1501
Redwood Investment Management
Arizona
$810K -$659K -26,144 -45%
DM
1502
Diversified Management
Wisconsin
$810K +$820K +32,519 New
SIM
1503
Studio Investment Management
Illinois
$808K +$14.7K +581 +2%
CG
1504
Corundum Group
Colorado
$808K -$7.04K -279 -0.9%
TPI
1505
Trust Point Inc
Wisconsin
$807K +$29.6K +1,174 +4%
DMKJ
1506
David M. Knott Jr
$805K -$1.06M -42,200 -57%
SL
1507
Sentinus LLC
Illinois
$804K +$486K +19,254 +148%
HA
1508
Harbor Advisors
Florida
$796K – – –
TTWM
1509
TCV Trust & Wealth Management
Virginia
$795K +$14.9K +590 +2%
FFA
1510
Founders Financial Alliance
North Carolina
$791K +$6.28K +249 +0.8%
RRA
1511
Round Rock Advisors
Connecticut
$791K +$57.8K +2,292 +8%
PA
1512
Persium Advisors
Georgia
$789K +$40.8K +1,617 +5%
DA
1513
DCM Advisors
New York
$785K -$31.6K -1,252 -4%
Foster Group
1514
Foster Group
Iowa
$785K +$8.04K +319 +1%
CA
1515
Calton & Associates
Florida
$785K +$173K +6,860 +28%
S
1516
Storgate
Texas
$783K +$793K +31,441 New
RWM
1517
Revisor Wealth Management
Ohio
$783K +$324K +12,830 +72%
EPW
1518
Evolve Private Wealth
California
$781K +$791K +31,370 New
AWM
1519
Allen Wealth Management
North Carolina
$779K -$110K -4,353 -12%
LC
1520
Lavelle Capital
California
$779K +$902K +35,750 New
QIM
1521
Quest Investment Management
Oregon
$779K -$12.1K -481 -2%
CWM
1522
Centric Wealth Management
Illinois
$778K -$42.5K -1,686 -5%
WPP
1523
Whalerock Point Partners
Rhode Island
$777K -$147K -5,820 -16%
EFH
1524
Eaton Financial Holdings
Florida
$775K +$79.8K +3,166 +11%
WDG
1525
Wealth Dimensions Group
Ohio
$774K +$34.1K +1,353 +5%