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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2426
Centric Wealth Management
Illinois
$244K -$34.9K -72 -14%
SLG
2427
Stanley-Laman Group
Pennsylvania
$243K +$2.42K +5 +1%
BAM
2428
Berkshire Asset Management
Pennsylvania
$242K – – –
SIC
2429
SJS Investment Consulting
Ohio
$242K -$1.45K -3 -0.7%
BCM
2430
Blume Capital Management
California
$242K – – –
BWA
2431
BlueChip Wealth Advisors
Georgia
$241K +$484 +1 +0.2%
FFA
2432
Fi3 Financial Advisors
Indiana
$241K +$484 +1 +0.2%
RFG
2433
Range Financial Group
Oregon
$239K +$209K +431 New
BG
2434
Bahl & Gaynor
Ohio
$239K -$8.23K -17 -4%
CCA
2435
Catalyst Capital Advisors
New York
$238K +$4.36K +9 +2%
VCM
2436
Vivaldi Capital Management
Illinois
$238K +$208K +429 New
MAM
2437
McLean Asset Management
Virginia
$238K +$204K +422 New
DA
2438
Drake & Associates
Wisconsin
$238K +$207K +428 New
HCM
2439
Hutchinson Capital Management
California
$237K -$3.87K -8 -2%
HWMC
2440
Heritage Wealth Management (California)
California
$236K -$12.1K -25 -6%
VNA
2441
Valley National Advisers
Pennsylvania
$236K -$65.4K -135 -24%
SC
2442
Searle & Co
Connecticut
$236K -$16K -33 -7%
RIP
2443
RAM Investment Partners
Washington
$234K -$137K -282 -40%
IGGA
2444
Iron Gate Global Advisors
Utah
$234K -$11.1K -23 -5%
SCA
2445
Sippican Capital Advisors
Massachusetts
$233K – – –
WPA
2446
West Paces Advisors
Georgia
$233K – – –
WP
2447
WealthShield Partners
North Carolina
$233K +$4.36K +9 +2%
MPW
2448
Monterey Private Wealth
California
$232K +$202K +417 New
ST
2449
Spinnaker Trust
Maine
$231K – – –
OPCM
2450
Osborne Partners Capital Management
California
$231K +$201K +415 New