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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2201
Trilogy Capital
California
$264K -$4.25K -35 -1%
EWM
2202
Elite Wealth Management
Washington
$262K -$85K -700 -24%
MFT
2203
Moisand Fitzgerald Tamayo
Florida
$261K -$2.79K -23 -1%
BCMO
2204
Buckingham Capital Management (Ohio)
Ohio
$259K +$243 +2 +0.1%
HIM
2205
Hotaling Investment Management
Pennsylvania
$258K – – –
AAM
2206
American Asset Management
Florida
$257K – – –
SAM
2207
Security Asset Management
New York
$257K – – –
DM
2208
Diker Management
New York
$256K – – –
RIS
2209
Retirement Income Solutions
Michigan
$256K +$262K +2,159 New
RWM
2210
Raffa Wealth Management
District of Columbia
$256K +$262K +2,156 New
AMG
2211
Asset Management Group
Connecticut
$255K +$1.7K +14 +0.7%
KFS
2212
Kelly Financial Services
Massachusetts
$252K +$5.22K +43 +2%
GWAG
2213
Garrett Wealth Advisory Group
Texas
$252K -$18.2K -150 -7%
WAM
2214
Weiss Asset Management
Massachusetts
$251K +$57.9K +477 +29%
TB
2215
Terril Brothers
Missouri
$250K – – –
HCIA
2216
Hochman Cole Investment Advisors
Illinois
$250K +$8.74K +72 +4%
MWPCG
2217
Measured Wealth Private Client Group
New Hampshire
$249K -$231K -1,905 -48%
WAM
2218
Wallington Asset Management
Indiana
$249K -$51K -420 -17%
AWM
2219
AllSquare Wealth Management
New York
$249K -$972 -8 -0.4%
RA
2220
Rational Advisors
New York
$247K -$39.6K -326 -14%
WTFG
2221
Wells Trecaso Financial Group
Ohio
$246K +$14.1K +116 +6%
AIA
2222
AIMZ Investment Advisors
California
$245K -$3.64K -30 -1%
FMP
2223
Financial Management Professionals
Texas
$244K – – –
CFSG
2224
Community Financial Services Group
Vermont
$243K +$249K +2,047 New
HFP
2225
Holistic Financial Partners
Indiana
$242K -$27.9K -230 -10%
87 88
89
90 91