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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2201
Elite Wealth Management
Washington
$262K -$85K -700 -24%
MFT
2202
Moisand Fitzgerald Tamayo
Florida
$261K -$2.79K -23 -1%
BCMO
2203
Buckingham Capital Management (Ohio)
Ohio
$259K +$243 +2 +0.1%
HIM
2204
Hotaling Investment Management
Pennsylvania
$258K
AAM
2205
American Asset Management
Florida
$257K
SAM
2206
Security Asset Management
New York
$257K
DM
2207
Diker Management
New York
$256K
RIS
2208
Retirement Income Solutions
Michigan
$256K +$262K +2,159 New
RWM
2209
Raffa Wealth Management
District of Columbia
$256K +$262K +2,156 New
AMG
2210
Asset Management Group
Connecticut
$255K +$1.7K +14 +0.7%
KFS
2211
Kelly Financial Services
Massachusetts
$252K +$5.22K +43 +2%
GWAG
2212
Garrett Wealth Advisory Group
Texas
$252K -$18.2K -150 -7%
WAM
2213
Weiss Asset Management
Massachusetts
$251K +$57.9K +477 +29%
TB
2214
Terril Brothers
Missouri
$250K
HCIA
2215
Hochman Cole Investment Advisors
Illinois
$250K +$8.74K +72 +4%
MWPCG
2216
Measured Wealth Private Client Group
New Hampshire
$249K -$231K -1,905 -48%
WAM
2217
Wallington Asset Management
Indiana
$249K -$51K -420 -17%
AWM
2218
AllSquare Wealth Management
New York
$249K -$972 -8 -0.4%
RA
2219
Rational Advisors
New York
$247K -$39.6K -326 -14%
WTFG
2220
Wells Trecaso Financial Group
Ohio
$246K +$14.1K +116 +6%
AIA
2221
AIMZ Investment Advisors
California
$245K -$3.64K -30 -1%
FMP
2222
Financial Management Professionals
Texas
$244K
CFSG
2223
Community Financial Services Group
Vermont
$243K +$249K +2,047 New
HFP
2224
Holistic Financial Partners
Indiana
$242K -$27.9K -230 -10%
FPFS
2225
First Personal Financial Services
North Carolina
$241K -$632K -5,204 -72%