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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
1751
Boston Research & Management
Massachusetts
$250K
PO
1752
Private Ocean
California
$250K -$15K -73 -5%
EFL
1753
ERn Financial LLC
Wisconsin
$250K
SIM
1754
SSI Investment Management
California
$248K -$2.88K -14 -1%
LF
1755
Lantz Financial
Illinois
$248K +$3.08K +15 +1%
MFG
1756
Monte Financial Group
Connecticut
$248K -$30.8K -150 -10%
HCMG
1757
Howard Capital Management Group
California
$248K
GC
1758
GFG Capital
Florida
$247K +$47.7K +232 +22%
BMWM
1759
Brown Miller Wealth Management
Virginia
$247K +$1.03K +5 +0.4%
NAMNJ
1760
NorthStar Asset Management (New Jersey)
New Jersey
$246K -$58.2K -283 -18%
SL
1761
Salomon & Ludwin
Virginia
$246K -$5.14K -25 -2%
UWPG
1762
Ullmann Wealth Partners Group
Florida
$246K +$616 +3 +0.2%
SIC
1763
Salem Investment Counselors
North Carolina
$245K -$46.4K -226 -15%
AWA
1764
Amplius Wealth Advisors
Pennsylvania
$245K +$28.6K +139 +12%
RWB
1765
RMR Wealth Builders
New Jersey
$244K +$35.1K +171 +16%
MCC
1766
Money Concepts Capital
Florida
$243K -$121K -589 -32%
PA
1767
PSI Advisors
Florida
$243K -$27.3K -133 -10%
BIG
1768
Builder Investment Group
Georgia
$242K +$10.3K +50 +4%
BCM
1769
Bourgeon Capital Management
Connecticut
$242K +$257K +1,253 New
EWA
1770
Emergent Wealth Advisors
New York
$241K -$2.47K -12 -1%
STB
1771
S&T Bank
Pennsylvania
$240K
VCM
1772
Violich Capital Management
California
$240K +$255K +1,243 New
GKWIM
1773
Gerber Kawasaki Wealth & Investment Management
California
$240K -$18.3K -89 -7%
GA
1774
GSG Advisors
New Jersey
$239K -$59.6K -290 -18%
LSIA
1775
LaSalle St. Investment Advisors
Illinois
$239K +$16.4K +80 +7%