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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1651
Perennial Advisors
New York
$274K +$3.85K +20 +2%
MF
1652
Montis Financial
Massachusetts
$274K +$272K +1,414 New
OPCM
1653
Osborne Partners Capital Management
California
$273K -$57.7K -300 -19%
AL
1654
ADE LLC
Maryland
$273K +$245K +1,274 New
JSL
1655
JT Stratford LLC
Georgia
$273K +$245K +1,275 New
SBL
1656
Sargent Bickham Lagudis
Colorado
$272K +$23.6K +123 +11%
PWP
1657
Personal Wealth Partners
Minnesota
$272K +$245K +1,272 New
NPF
1658
Norris Perne & French
Michigan
$270K +$242K +1,259 New
GKWIM
1659
Gerber Kawasaki Wealth & Investment Management
California
$270K +$243K +1,262 New
MCC
1660
Money Concepts Capital
Florida
$270K +$243K +1,263 New
EWM
1661
Evermay Wealth Management
Virginia
$269K -$3.85K -20 -2%
LWM
1662
Liberty Wealth Management
California
$269K +$15.4K +80 +6%
ICG
1663
InterOcean Capital Group
Tennessee
$269K +$242K +1,259 New
Cohen & Steers
1664
Cohen & Steers
New York
$268K +$60.2K +313 +33%
BTWM
1665
Baker Tilly Wealth Management
Wisconsin
$268K +$241K +1,252 New
OAM
1666
Occidental Asset Management
California
$268K +$241K +1,253 New
PWA
1667
Physician Wealth Advisors
Utah
$268K +$247K +1,283 New
WP
1668
Waycross Partners
Kentucky
$267K +$240K +1,246 New
WQ
1669
Wealth Quarterback
New Jersey
$266K -$14.6K -76 -6%
UWM
1670
Urban Wealth Management
California
$266K +$239K +1,242 New
TCM
1671
Tufton Capital Management
Maryland
$266K +$239K +1,244 New
HWA
1672
Heritage Wealth Advisors
Virginia
$265K -$32.9K -171 -12%
FUBT
1673
First United Bank & Trust
Maryland
$265K +$1.92K +10 +0.8%
IWAG
1674
Integer Wealth Advisors Group
Georgia
$263K -$1.92K -10 -0.8%
TCM
1675
Towercrest Capital Management
Pennsylvania
$263K