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Name Holding Trade Value Shares
Change
Change in
Stake
MC
2551
Montag & Caldwell
Georgia
$300K – – –
WCA
2552
Waypoint Capital Advisors
Minnesota
$300K +$32.1K +677 +12%
FP
2553
Financial Perspectives
Minnesota
$300K – – –
MHR
2554
Matthew Hamilton Rosenberg
$299K -$8.07K -170 -3%
MCM
2555
Mengis Capital Management
Oregon
$299K -$254K -5,354 -46%
HCM
2556
Howard Capital Management
Georgia
$298K +$18.8K +396 +7%
C
2557
Covestor
United Kingdom
$298K -$2.42K -51 -0.8%
AL
2558
ADE LLC
Maryland
$297K +$21.4K +450 +8%
MCM
2559
McRae Capital Management
New Jersey
$297K – – –
RFN
2560
Redwood Financial Network
Ohio
$297K -$63.8K -1,344 -18%
FC
2561
Financial Council
Maryland
$296K +$33.6K +707 +13%
PWP
2562
Pursue Wealth Partners
California
$296K – – –
TGAM
2563
TBH Global Asset Management
Tennessee
$295K -$49K -1,031 -14%
FC
2564
Fulcrum Capital
Washington
$295K – – –
FWP
2565
Falcon Wealth Planning
California
$294K -$17.6K -370 -6%
GF
2566
Gries Financial
Ohio
$293K -$143K -3,014 -33%
AWMG
2567
Alliance Wealth Management Group
New Jersey
$293K – – –
GWM
2568
Greenhouse Wealth Management
Connecticut
$292K +$2.18K +46 +0.8%
FNBTCON
2569
First National Bank & Trust Co of Newtown
Pennsylvania
$292K -$70.7K -1,489 -19%
WSCM
2570
Wellington Shields Capital Management
New York
$292K +$47 +1 +0%
FDDB
2571
Fidelity D&D Bancorp
Pennsylvania
$292K -$8.36K -176 -3%
MSRI
2572
Michael S. Ryan Inc
New York
$291K -$37.1K -782 -11%
S
2573
Sachetta
Massachusetts
$291K -$427 -9 -0.1%
S
2574
Sunpointe
Missouri
$291K +$24.5K +515 +9%
WDL
2575
Well Done LLC
Michigan
$291K -$2.56K -54 -0.9%