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Name Holding Trade Value Shares
Change
Change in
Stake
SL
1901
Summitry LLC
California
$260K
GEA
1902
Glen Eagle Advisors
New Jersey
$259K +$1.94K +19 +0.8%
LCP
1903
Legacy Capital Partners
Wisconsin
$258K -$29.6K -289 -11%
FFA
1904
Fragasso Financial Advisors
Pennsylvania
$258K -$1.64K -16 -0.6%
NEPPG
1905
New England Professional Planning Group
Rhode Island
$258K
SCA
1906
Stillwater Capital Advisors
Pennsylvania
$257K -$2.04K -20 -0.8%
VAS
1907
Valicenti Advisory Services
New York
$257K +$7.67K +75 +3%
CI
1908
Chartist Inc
California
$255K -$4.4K -43 -2%
HL
1909
HeadInvest LLC
Maine
$255K -$4.09K -40 -2%
HCM
1910
Hilton Capital Management
New York
$253K +$2.86K +28 +1%
LD
1911
Lipe & Dalton
New York
$252K
MRI
1912
Mad River Investors
Massachusetts
$252K
KHCM
1913
Kettle Hill Capital Management
New York
$252K +$246K +2,408 New
I
1914
INVST
Indiana
$251K +$245K +2,395 New
PFA
1915
Pathway Financial Advisors
Vermont
$249K
SAM
1916
SignalPoint Asset Management
Missouri
$248K +$7.67K +75 +3%
OKSA
1917
O'Keefe Stevens Advisory
New York
$245K
HCP
1918
Holt Capital Partners
Texas
$244K
SCG
1919
Sonata Capital Group
Washington
$244K +$10.2K +100 +4%
LWM
1920
Lyell Wealth Management
California
$244K +$35.8K +350 +18%
FMTCOCP
1921
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$243K
LSC
1922
Lesa Sroufe & Co
Washington
$242K
AWS
1923
AJ Wealth Strategies
New York
$241K -$237K -2,322 -47%
PAM
1924
Palisade Asset Management
Minnesota
$241K
CHA
1925
Carmichael Hill & Associates
Maryland
$241K +$102 +1 +0%