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Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
2551
Osborne Partners Capital Management
California
$223K +$216K +374 New
T. Rowe Price Investment Management
2552
T. Rowe Price Investment Management
Maryland
$223K +$215K +373 New
SFG
2553
Synergy Financial Group
California
$221K +$214K +371 New
AFP
2554
Alpha Financial Partners
Kentucky
$221K -$48.4K -84 -19%
A
2555
AJOVista
Massachusetts
$221K +$213K +370 New
EWM
2556
Executive Wealth Management
Michigan
$221K +$213K +370 New
MPW
2557
Monterey Private Wealth
California
$220K +$213K +369 New
IAG
2558
Investmark Advisory Group
Connecticut
$220K +$212K +368 New
APW
2559
Aurora Private Wealth
New Jersey
$219K +$212K +367 New
FMII
2560
Farmers & Merchants Investments Inc
Nebraska
$219K -$9.8K -17 -4%
DWM
2561
Destination Wealth Management
California
$219K +$212K +367 New
RCG
2562
Resource Consulting Group
Florida
$218K +$211K +366 New
ZAM
2563
Zevin Asset Management
Massachusetts
$218K +$211K +365 New
CCM
2564
Crew Capital Management
Ohio
$217K -$1.19M -2,059 -85%
SWA
2565
Sax Wealth Advisors
New Jersey
$217K +$209K +363 New
HFP
2566
Holistic Financial Partners
Indiana
$215K -$69.2K -120 -25%
MA
2567
MKT Advisors
California
$215K +$220K +381 New
HCM
2568
Hall Capital Management
Rhode Island
$215K +$208K +360 New
FG
2569
Foster Group
Iowa
$214K
IPAM
2570
Investment Partners Asset Management
New Jersey
$214K +$206K +358 New
GJIA
2571
Glass Jacobson Investment Advisors
Maryland
$213K +$166K +287 +410%
PMSA
2572
Patrick M. Sweeney & Associates
Illinois
$212K +$205K +355 New
GF
2573
Gries Financial
Ohio
$211K -$156K -270 -43%
KLWA
2574
Kelly Lawrence W & Associates
California
$211K -$11.5K -20 -5%
MHR
2575
Matthew Hamilton Rosenberg
$211K +$4.61K +8 +2%