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Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
726
First Manhattan
New York
$257K -$198K -4,513 -39%
MFA
727
Mayflower Financial Advisors
Massachusetts
$257K +$59K +1,345 +24%
NPPM
728
North Point Portfolio Managers
Ohio
$257K – – –
BCM
729
Birmingham Capital Management
Alabama
$257K -$8.78K -200 -3%
SW
730
SteelPeak Wealth
California
$256K -$8.51K -194 -3%
BLC
731
Brown, Lisle/Cummings
Rhode Island
$255K +$177K +4,026 +140%
CIC
732
Cutler Investment Counsel
Oregon
$255K +$439 +10 +0.1%
PWA
733
PCG Wealth Advisors
Kansas
$254K – – –
WA
734
WP Advisors
California
$254K -$68.8K -1,567 -19%
CAMG
735
CWA Asset Management Group
Florida
$253K +$23.6K +538 +9%
PMG
736
ProVise Management Group
Florida
$252K -$13.4K -305 -4%
RSWM
737
Robertson Stephens Wealth Management
California
$252K +$5.18K +118 +2%
UAS
738
United Asset Strategies
New York
$251K -$11K -250 -4%
SP
739
Successful Portfolios
Florida
$251K +$570 +13 +0.2%
CFS
740
CRA Financial Services
New Jersey
$251K -$26.3K -600 -8%
NS
741
NBC Securities
Alabama
$248K +$1.14K +26 +0.4%
NFSG
742
Newbridge Financial Services Group
Florida
$245K +$99K +2,256 +52%
AA
743
Armis Advisers
Georgia
$245K -$12.2K -277 -4%
MFWP
744
Mosaic Family Wealth Partners
Missouri
$245K +$48.1K +1,096 +20%
PAM
745
Peninsula Asset Management
Florida
$244K – – –
CD
746
Chapin Davis
Maryland
$244K -$16.8K -383 -5%
BWA
747
Basecamp Wealth Advisors
Washington
$244K – – –
FAM
748
Formidable Asset Management
Ohio
$244K +$227K +5,181 New
RA
749
RFG Advisory
Alabama
$242K -$263 -6 -0.1%
DDC
750
DF Dent & Co
Maryland
$242K – – –