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Name Holding Trade Value Shares
Change
Change in
Stake
RMC
2151
Resources Management Corp
Connecticut
$165K -$2.3M -22,056 -97%
HIIFS
2152
Harel Insurance Investments & Financial Services
Israel
$165K +$154K +1,475 +1,010%
GFL
2153
Granite FO LLC
New Hampshire
$165K +$70.3K +675 +88%
JFGIW
2154
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$162K +$103K +987 +174%
BHWM
2155
Beaird Harris Wealth Management
Texas
$161K -$208 -2 -0.1%
CT
2156
Clearstead Trust
Maine
$159K
SWA
2157
Sutton Wealth Advisors
Florida
$157K -$365K -3,505 -70%
M1FG
2158
Mach-1 Financial Group
Arkansas
$157K +$156K +1,503 New
HS
2159
Horan Securities
United States
$153K +$16K +154 +12%
EBA
2160
Eagle Bay Advisors
New York
$150K -$13.9K -134 -9%
CWA
2161
Clearview Wealth Advisors
Oregon
$149K -$10.2K -98 -6%
CIM
2162
Contravisory Investment Management
Massachusetts
$145K
RCG
2163
Rock Creek Group
District of Columbia
$141K +$20.4K +196 +17%
GBT
2164
Grove Bank & Trust
Florida
$133K -$40.3K -387 -23%
CP
2165
Castleview Partners
Texas
$132K -$17.3K -166 -12%
JSAM
2166
J. Safra Asset Management
New York
$130K +$130K +1,249 New
JEST
2167
JTC Employer Solutions Trustee
Jersey
$130K
HWM
2168
HighMark Wealth Management
Minnesota
$130K +$117K +1,124 +906%
LS
2169
Livforsakringsbolaget Skandia
Sweden
$129K
BWS
2170
Buck Wealth Strategies
Colorado
$127K +$127K +1,221 New
WAM
2171
Worth Asset Management
Texas
$126K
CTA
2172
Colonial Trust Advisors
South Carolina
$125K -$1.25K -12 -1%
CA
2173
Crewe Advisors
Utah
$124K -$5.1K -49 -4%
LWA
2174
Lowe Wealth Advisors
Maryland
$122K
NF
2175
Norwood Financial
Pennsylvania
$121K