Name Holding Trade Value Shares
Change
Change in
Stake
RCIM
851
Red Cedar Investment Management
Michigan
$1.46M – – –
VWMG
852
Virginia Wealth Management Group
Virginia
$1.46M +$1.57M +9,834 New
PWPS
853
Pinnacle Wealth Planning Services
Ohio
$1.46M +$127K +793 +9%
RWM
854
Ritholtz Wealth Management
New York
$1.45M +$851K +5,317 +119%
OCM
855
Orleans Capital Management
Louisiana
$1.45M -$660K -4,125 -30%
SNBOSCI
856
Security National Bank of Sioux City Iowa
Iowa
$1.45M +$38.7K +242 +3%
PTC
857
Private Trust Company
Ohio
$1.45M +$321K +2,008 +26%
AWS
858
Arkfeld Wealth Strategies
Nebraska
$1.44M +$5.28K +33 +0.3%
NIP
859
Nicholas Investment Partners
California
$1.43M -$1.71M -10,669 -53%
TCOT
860
Trust Company of Toledo
Ohio
$1.43M -$865K -5,400 -36%
CCP
861
Corient Capital Partners
California
$1.42M – – –
MOS
862
MGO One Seven
Ohio
$1.41M +$38.1K +238 +3%
BS
863
Boenning & Scattergood
Pennsylvania
$1.41M -$6.88K -43 -0.5%
CB
864
CNB Bank
Pennsylvania
$1.41M +$64.7K +404 +4%
WANY
865
Wealthspire Advisors (New York)
New York
$1.41M -$15.2K -95 -1%
TC
866
Telemus Capital
Michigan
$1.4M – – –
HA
867
Hamel Associates
New Jersey
$1.4M +$48K +300 +3%
PA
868
PSI Advisors
Florida
$1.39M -$40.8K -255 -3%
MYIA
869
Mount Yale Investment Advisors
Colorado
$1.38M +$846K +5,284 +131%
TCA
870
Transcend Capital Advisors
New Jersey
$1.38M +$27.9K +174 +2%
CCM
871
Carlson Capital Management
Minnesota
$1.38M +$99.1K +619 +7%
MSFS
872
Main Street Financial Solutions
Pennsylvania
$1.37M +$118K +739 +9%
WPW
873
Warther Private Wealth
Ohio
$1.37M -$73.6K -460 -5%
NCM
874
Nelson Capital Management
California
$1.36M +$763K +4,768 +108%
FWM
875
Fairhaven Wealth Management
Illinois
$1.36M +$278K +1,737 +23%