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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1851
Anchor Capital Advisors
Massachusetts
$234K -$45.8K -432 -16%
WA
1852
Wealth Architects
California
$231K -$1.59K -15 -0.7%
MCM
1853
Marathon Capital Management
Maryland
$231K -$953 -9 -0.4%
DWM
1854
Dakota Wealth Management
Florida
$230K -$16.2K -153 -7%
BRA
1855
Bender Robert & Associates
California
$228K -$14.3K -135 -6%
AA
1856
AlphaMark Advisors
Kentucky
$227K -$10.6K -100 -4%
MFT
1857
Moisand Fitzgerald Tamayo
Florida
$227K
BHB
1858
Bank Hapoalim BM
Israel
$225K
DM
1859
Diker Management
New York
$225K
IGGA
1860
Iron Gate Global Advisors
Utah
$225K +$217K +2,050 New
DWM
1861
Dorchester Wealth Management
Quebec, Canada
$224K
CP
1862
Camelot Portfolios
Ohio
$223K +$6.14K +58 +3%
FLII
1863
First Long Island Investors
New York
$223K +$226K +2,135 New
CWM
1864
Confluence Wealth Management
Oregon
$221K +$26.1K +246 +13%
LBC
1865
Lawrence B. Cohen
$220K -$26.5K -250 -11%
GIM
1866
Greystone Investment Management
Ohio
$219K
CT
1867
Clearstead Trust
Maine
$218K -$42.4K -400 -7%
BIM
1868
Barton Investment Management
Pennsylvania
$218K
LFG
1869
LifePlan Financial Group
Ohio
$218K
MWM
1870
Merriman Wealth Management
Washington
$218K
PCP
1871
Proficio Capital Partners
Massachusetts
$217K -$19.6K -185 -9%
CF
1872
Corrigan Financial
Rhode Island
$217K +$220K +2,076 New
DK
1873
Darrell & King
Virginia
$216K
FMP
1874
Financial Management Professionals
Texas
$215K
LF
1875
Lee Financial
Texas
$215K +$38.2K +361 +21%