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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
2126
Premier Asset Management
Illinois
$250K -$179 -2 -0.1%
SSW
2127
Smith Shellnut Wilson
Mississippi
$250K +$251K +2,805 New
PHAM
2128
Palisades Hudson Asset Management
Florida
$249K – – –
MC
2129
Matisse Capital
Oregon
$249K +$250K +2,795 New
MYIA
2130
Mount Yale Investment Advisors
Colorado
$248K +$249K +2,776 New
FWM
2131
Foresight Wealth Management
Utah
$247K -$74.8K -835 -23%
VDBMI
2132
Van Den Berg Management I
Texas
$246K -$124K -1,384 -33%
VVP
2133
Venture Visionary Partners
Ohio
$246K -$44K -492 -15%
JGIA
2134
Jackson Grant Investment Advisers
Connecticut
$246K +$2.69K +30 +1%
BCP
2135
Berkeley Capital Partners
Georgia
$245K -$258K -2,879 -51%
FAG
2136
Financial Advisory Group
Texas
$245K +$246K +2,747 New
LAS
2137
Lloyd Advisory Services
Georgia
$244K +$24.8K +277 +11%
GDP
2138
Great Diamond Partners
Maine
$244K +$245K +2,737 New
SFPG
2139
Stonebridge Financial Planning Group
Florida
$243K -$8.95K -100 -4%
TIM
2140
Tortoise Investment Management
New York
$242K -$8.51K -95 -3%
GC
2141
Gruss & Co
Florida
$241K -$161K -1,800 -40%
PTC
2142
Provident Trust Company
Wisconsin
$241K +$242K +2,700 New
TIA
2143
Traphagen Investment Advisors
New Jersey
$241K -$263K -2,934 -52%
BC
2144
Brio Consultants
California
$240K +$240K +2,685 New
PCMC
2145
Paragon Capital Management (Colorado)
Colorado
$240K +$241K +2,689 New
OCM
2146
Ovata Capital Management
Hong Kong
$240K +$241K +2,695 New
WCWM
2147
Wooster Corthell Wealth Management
Connecticut
$239K +$240K +2,678 New
GCMG
2148
Gyroscope Capital Management Group
Florida
$239K +$240K +2,679 New
NCM
2149
Noesis Capital Mangement
Florida
$238K -$53.7K -600 -18%
CW
2150
CreativeOne Wealth
Kansas
$238K -$17.7K -198 -7%