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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
776
Ropes Wealth Advisors
Massachusetts
$254K +$277K +2,390 New
RFM
777
Royal Fund Management
Florida
$253K +$116 +1 +0%
IA
778
IFG Advisory
Georgia
$253K +$18.7K +161 +7%
BFA
779
Benedict Financial Advisors
Georgia
$250K +$464 +4 +0.2%
CI
780
Carroll Investors
South Carolina
$249K +$270K +2,328 New
CAM
781
Cozad Asset Management
Illinois
$248K +$1.74K +15 +0.6%
WF
782
Welch & Forbes
Massachusetts
$247K -$1.74K -15 -0.6%
GCA
783
Gradient Capital Advisors
California
$247K +$270K +2,325 New
VFP
784
Verus Financial Partners
Virginia
$246K +$37.6K +324 +17%
PWM
785
Palumbo Wealth Management
New York
$245K +$1.16K +10 +0.4%
MA
786
Mutual Advisors
Nebraska
$245K +$268K +2,308 New
TA
787
Tiedemann Advisors
New York
$244K +$464 +4 +0.2%
FLPIM
788
F.L. Putnam Investment Management
Massachusetts
$243K -$13.9K -120 -5%
BDF
789
Black Diamond Financial
Maryland
$242K – – –
WA
790
WealthTrust Axiom
Pennsylvania
$242K – – –
SFA
791
Sequoia Financial Advisors
Ohio
$241K +$3.37K +29 +1%
PCMC
792
Private Capital Management (Colorado)
Colorado
$240K -$38.8K -334 -13%
SA
793
Shilanski & Associates
Alaska
$240K +$262K +2,253 New
VDI
794
Vaughan David Investments
Illinois
$238K – – –
LCM
795
LVM Capital Management
Michigan
$238K +$27.9K +240 +12%
VF
796
Virtu Financial
New York
$238K +$260K +2,236 New
CFA
797
Capstone Financial Advisors
Illinois
$238K +$260K +2,238 New
FMLI
798
Fukoku Mutual Life Insurance
Japan
$237K -$30.2K -260 -10%
JWM
799
JGP Wealth Management
Oregon
$237K – – –
BCM
800
Brookstone Capital Management
Illinois
$236K -$68.4K -589 -21%
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