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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1901
Grimes & Company
Massachusetts
$255K
LWP
1902
Legacy Wealth Planning
Nevada
$255K
RWM
1903
RKL Wealth Management
Pennsylvania
$253K
ICG
1904
InterOcean Capital Group
Tennessee
$252K +$243K +504 New
CT
1905
Chicago Trust
Illinois
$251K -$24.6K -51 -9%
KA
1906
Klingman & Associates
New York
$251K +$9.66K +20 +4%
SL
1907
Summitry LLC
California
$250K -$94.2K -195 -28%
CCM
1908
CWH Capital Management
Washington
$250K
PPSG
1909
Princeton Portfolio Strategies Group
New Jersey
$250K
MPPLM
1910
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$250K +$4.35K +9 +2%
WSC
1911
Wellington Shields & Co
New York
$249K -$2.42K -5 -1%
DDC
1912
DF Dent & Co
Maryland
$249K
MPW
1913
Monterey Private Wealth
California
$249K
TA
1914
Trellis Advisors
Washington
$248K +$2.42K +5 +1%
CA
1915
Callahan Advisors
Texas
$248K +$239K +495 New
CCP
1916
Clarkston Capital Partners
Michigan
$248K +$239K +495 New
NFG
1917
Norris Financial Group
South Carolina
$246K -$725K -1,501 -75%
IP
1918
Investment Partners
Ohio
$246K
CG
1919
Cutler Group
California
$245K
SP
1920
Successful Portfolios
Florida
$245K +$10.1K +21 +4%
APW
1921
Austin Private Wealth
Texas
$244K +$235K +487 New
WU
1922
Wealthsimple US
New York
$243K +$235K +487 New
CAI
1923
Capital Advisors Inc
Oklahoma
$242K -$5.31K -11 -2%
DACS
1924
Dymon Asia Capital (Singapore)
Singapore
$242K +$234K +484 New
ESCM
1925
Echo Street Capital Management
New York
$242K +$234K +484 New