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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
601
Ritholtz Wealth Management
New York
$568K +$8.61K +69 +2%
SIC
602
SJS Investment Consulting
Ohio
$567K -$374 -3 -0.1%
FFM
603
Forum Financial Management
Illinois
$564K +$119K +952 +28%
BRM
604
Boston Research & Management
Massachusetts
$564K – – –
CHC
605
City Holding Co
West Virginia
$550K -$17.5K -140 -3%
DAS
606
Dynamic Advisor Solutions
Arizona
$550K +$30.5K +244 +6%
SP
607
Stablepoint Partners
Massachusetts
$550K +$525K +4,206 New
KA
608
Kovack Advisors
Florida
$549K +$109K +873 +26%
CT
609
Caldwell Trust
Florida
$549K -$38.2K -306 -7%
SC
610
SouthState Corp
Florida
$547K -$17.8K -143 -3%
RWP
611
RWA Wealth Partners
Massachusetts
$545K +$307K +2,463 +144%
PHAM
612
Palisades Hudson Asset Management
Florida
$542K – – –
MIS
613
Morningstar Investment Services
Illinois
$542K +$289K +2,316 +126%
GLA
614
Great Lakes Advisors
Illinois
$537K +$52.8K +423 +11%
KCM
615
Kanawha Capital Management
Virginia
$531K – – –
EFMC
616
Empire Financial Management Company
New York
$524K – – –
CCG
617
Ceeto Capital Group
Florida
$523K – – –
SSI
618
Scott & Selber Inc
Texas
$523K – – –
WAM
619
Wolverine Asset Management
Illinois
$523K +$499K +4,000 New
FG
620
Foster Group
Iowa
$522K – – –
NFA
621
Northern Financial Advisors
Michigan
$522K +$73.4K +588 +17%
IA
622
IFP Advisors
Florida
$522K -$4.49K -36 -0.9%
PTP
623
Platform Technology Partners
New York
$521K +$125 +1 +0%
FI
624
Fosun International
China
$521K +$317K +2,536 +175%
NIM
625
NEOS Investment Management
Connecticut
$519K +$124K +997 +34%
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