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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
2426
Hilton Capital Management
New York
$235K
MPW
2427
MGO Private Wealth
California
$235K
PGA
2428
Portland Global Advisors
Maine
$235K -$66.9K -628 -23%
TWM
2429
Tolleson Wealth Management
Texas
$235K
4WM
2430
44 Wealth Management
Oregon
$235K -$2.24K -21 -1%
EGWAG
2431
Elwood & Goetz Wealth Advisory Group
Georgia
$234K +$16K +150 +8%
GSAM
2432
Grant Street Asset Management
Pennsylvania
$234K +$10.8K +101 +5%
RIM
2433
Rockbridge Investment Management
New York
$234K
MSA
2434
Marino Stram & Associates
Massachusetts
$232K
ACM
2435
Advance Capital Management
Michigan
$232K +$227K +2,127 New
BIA
2436
Bigelow Investment Advisors
Maine
$231K -$22.6K -212 -9%
FPTW
2437
Franklin, Parlapiano, Turner & Welch
Texas
$231K +$226K +2,118 New
BW
2438
BIP Wealth
Georgia
$231K -$16.1K -151 -7%
LMKC
2439
L.M. Kohn & Company
Ohio
$231K +$226K +2,116 New
SGCA
2440
Steel Grove Capital Advisors
Tennessee
$230K
MFC
2441
Morris Financial Concepts
South Carolina
$230K +$224K +2,106 New
LCM
2442
Lewis Capital Management
California
$229K
PFM
2443
Phillips Financial Management
Indiana
$229K +$11.6K +109 +5%
NRI
2444
NFP Retirement Inc
California
$229K +$3.52K +33 +2%
PIAS
2445
PCA Investment Advisory Services
Ohio
$228K -$11.5K -108 -5%
PWMG
2446
Provence Wealth Management Group
California
$228K +$223K +2,094 New
DT
2447
Daniels + Tansey
Delaware
$228K -$7.67K -72 -3%
CHJWM
2448
Carlton Hofferkamp & Jenks Wealth Management
Texas
$228K -$3.73K -35 -2%
WAAG
2449
Wealth Alliance Advisory Group
Kansas
$228K -$1.71K -16 -0.8%
PIM
2450
Progressive Investment Management
Oregon
$228K