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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
2526
Barlow Wealth Partners
Kentucky
$241K
GAM
2527
Grandview Asset Management
Pennsylvania
$241K -$5.2K -49 -2%
KIC
2528
Keating Investment Counselors
Florida
$240K -$318K -3,000 -57%
VAF
2529
Values Added Financial
District of Columbia
$240K +$30.7K +290 +14%
PIA
2530
Perennial Investment Advisors
California
$239K +$4.24K +40 +2%
ORC
2531
O'Rourke & Company
Massachusetts
$239K
CP
2532
Creekside Partners
California
$238K +$243K +2,294 New
UWPG
2533
Ullmann Wealth Partners Group
Florida
$238K -$8.06K -76 -3%
CASB
2534
Cape Ann Savings Bank
Massachusetts
$238K -$6.36K -60 -3%
GCM
2535
Gables Capital Management
Florida
$237K -$39K -368 -14%
FMN
2536
Financial Management Network
California
$237K +$848 +8 +0.4%
CAM
2537
Concorde Asset Management
Michigan
$237K +$12.7K +120 +6%
CWM
2538
Cabot Wealth Management
Massachusetts
$236K -$6.47K -61 -3%
CPC
2539
Consolidated Planning Corp
Georgia
$235K +$38.4K +362 +19%
C
2540
Covestor
United Kingdom
$235K +$111K +1,043 +85%
PWM
2541
Paulson Wealth Management
Illinois
$234K -$2.01K -19 -0.8%
SPI
2542
Sutton Place Investors
New York
$233K -$562K -5,305 -70%
GAMC
2543
Garner Asset Management Corp
Texas
$233K
MIA
2544
MeadowBrook Investment Advisors
Michigan
$233K
CIP
2545
Capital Insight Partners
Arizona
$233K -$1.17K -11 -0.5%
WCM
2546
Windsor Capital Management
Arizona
$232K +$318 +3 +0.1%
IDBONY
2547
Israel Discount Bank of New York
New York
$232K -$159K -1,504 -40%
LFASL
2548
Lugano Financial Advisors SA (LFA)
Switzerland
$231K +$31.7K +299 +16%
LAM
2549
Lakewood Asset Management
Illinois
$231K -$11.3K -107 -5%
DDPIC
2550
Deroy & Devereaux Private Investment Counsel
Michigan
$231K -$29.2K -275 -11%