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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
2451
Holistic Financial Partners
Indiana
$212K -$1.36K -13 -0.6%
NCMW
2452
Northern Capital Management (Washington)
Washington
$211K -$4.83K -46 -2%
GWM
2453
Gray Wealth Management
Maine
$211K +$12.7K +121 +6%
LMKC
2454
L.M. Kohn & Company
Ohio
$209K +$4.62K +44 +2%
HCM
2455
Hilton Capital Management
New York
$209K
TWM
2456
Tolleson Wealth Management
Texas
$209K
NPT
2457
Nixon Peabody Trust
Massachusetts
$209K +$227K +2,157 New
MPW
2458
MGO Private Wealth
California
$209K
BWA
2459
Bordeaux Wealth Advisors
California
$209K -$12.2K -116 -5%
EGWAG
2460
Elwood & Goetz Wealth Advisory Group
Georgia
$208K
PAIM
2461
Punch & Associates Investment Management
Minnesota
$207K +$19K +181 +9%
BAAM
2462
Baker Avenue Asset Management
California
$207K -$92.5K -881 -29%
RIM
2463
Rockbridge Investment Management
New York
$206K -$1.36K -13 -0.6%
CM
2464
Capula Management
Cayman Islands
$206K +$224K +2,130 New
HWA
2465
Hilltop Wealth Advisors
North Carolina
$206K +$8.72K +83 +4%
FPTW
2466
Franklin, Parlapiano, Turner & Welch
Texas
$205K
EFG
2467
Ethos Financial Group
Pennsylvania
$205K +$222K +2,112 New
MRWM
2468
ML&R Wealth Management
Texas
$204K -$3.32M -31,566 -94%
HCP
2469
Hexagon Capital Partners
Arkansas
$204K +$15.3K +146 +7%
MFC
2470
Morris Financial Concepts
South Carolina
$204K
CAM
2471
Concorde Asset Management
Michigan
$204K +$221K +2,104 New
LCM
2472
Lewis Capital Management
California
$203K
PIAS
2473
PCA Investment Advisory Services
Ohio
$203K +$105 +1 +0%
WAG
2474
Windsor Advisory Group
Ohio
$203K -$11.4K -109 -5%
LFG
2475
Larson Financial Group
Missouri
$202K -$54K -514 -20%