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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
2226
Personal Wealth Partners
Minnesota
$252K +$5.36K +46 +2%
FM
2227
Family Management
New York
$252K +$8.86K +76 +4%
BI
2228
Ballast Inc
Kentucky
$252K +$254K +2,181 New
NCMW
2229
Northern Capital Management (Washington)
Washington
$251K -$2.8K -24 -1%
CA
2230
CGN Advisors
Kansas
$251K
HA
2231
HYA Advisors
Missouri
$251K +$583 +5 +0.2%
IF
2232
Insight Folios
North Carolina
$251K +$253K +2,166 New
HCM
2233
Hutchinson Capital Management
California
$250K -$4.9K -42 -2%
I
2234
INVST
Indiana
$250K -$3.73K -32 -1%
HCM
2235
Hilton Capital Management
New York
$250K
WGAM
2236
Wilkinson Global Asset Management
New York
$248K
WCM
2237
Windsor Capital Management
Arizona
$248K +$16K +137 +7%
RW
2238
REDW Wealth
New Mexico
$247K
DOA
2239
D'Orazio & Associates
Virginia
$247K +$117 +1 +0%
ACM
2240
Ashford Capital Management
Delaware
$246K
BWP
2241
Bernardo Wealth Planning
Pennsylvania
$245K
KCM
2242
Kathmere Capital Management
Pennsylvania
$244K
LFG
2243
Lazard Frères Gestion
France
$244K
GWM
2244
Gray Wealth Management
Maine
$244K +$4.08K +35 +2%
CHJWM
2245
Carlton Hofferkamp & Jenks Wealth Management
Texas
$244K +$13.5K +116 +6%
TIA
2246
Traphagen Investment Advisors
New Jersey
$244K
LDFR
2247
Lehman & Derafelo Financial Resources
Pennsylvania
$243K
TC
2248
Trilogy Capital
California
$242K +$238K +2,040 New
AFAS
2249
Acorn Financial Advisory Services
Virginia
$240K
TC
2250
Truvestments Capital
Florida
$239K -$75.3K -646 -24%