Name Holding Trade Value Shares
Change
Change in
Stake
RWM
2401
Reston Wealth Management
Virginia
$217K +$215K +9,982 New
FCT
2402
Family Capital Trust
Massachusetts
$216K – – –
SFS
2403
Solitude Financial Services
Virginia
$216K +$214K +9,943 New
W
2404
WealthStone
Ohio
$214K -$110K -5,102 -34%
KLI
2405
Kelman-Lazarov Inc
Tennessee
$214K – – –
FCMC
2406
Founders Capital Management (Connecticut)
Connecticut
$213K – – –
CAM
2407
Cidel Asset Management
Ontario, Canada
$212K +$210K +9,743 New
DFA
2408
DHJJ Financial Advisors
Illinois
$212K +$210K +9,750 New
ASC
2409
Atalanta Sosnoff Capital
New York
$210K +$209K +9,674 New
FNBSF
2410
First National Bank Sioux Falls
South Dakota
$209K -$39.7K -1,843 -16%
MFW
2411
Meristem Family Wealth
Minnesota
$208K -$15.9K -736 -7%
S
2412
SimplyRich
California
$207K -$360K -16,697 -64%
SRC
2413
Sage Rhino Capital
California
$207K -$25.4K -1,180 -11%
CPR
2414
CSU Producer Resources
Ohio
$207K – – –
DWM
2415
Defined Wealth Management
Oregon
$207K +$206K +9,530 New
TLCM
2416
Twin Lakes Capital Management
California
$207K +$206K +9,537 New
NA
2417
Nottingham Advisors
New York
$207K +$206K +9,550 New
HA
2418
Hamel Associates
New Jersey
$206K -$15.6K -722 -7%
BFA
2419
Brendel Financial Advisors
New Hampshire
$206K -$410 -19 -0.2%
RCWMU
2420
Rothschild & Co Wealth Management (UK)
United Kingdom
$206K – – –
ODG
2421
O'Dell Group
Ohio
$205K +$204K +9,439 New
HW
2422
Hamilton Wealth
California
$204K -$6.38M -295,831 -97%
PCAP
2423
Pratt Collard Advisory Partners
New York
$203K -$127K -5,877 -39%
Aristotle Capital Management
2424
Aristotle Capital Management
California
$202K -$53.3K -2,472 -21%
SIA
2425
SkyView Investment Advisors
New Jersey
$202K +$201K +9,300 New