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Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
2426
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$260K +$238K +1,038 New
HIS
2427
Harvest Investment Services
Illinois
$260K +$238K +1,040 New
C1AG
2428
Client 1st Advisory Group
Florida
$258K +$220K +963 New
AF
2429
AMG Funds
Connecticut
$258K +$236K +1,030 New
MPW
2430
Monterey Private Wealth
California
$258K +$236K +1,030 New
MC
2431
Mathes Company
New York
$257K +$235K +1,025 New
AWM
2432
AllSquare Wealth Management
New York
$256K
IWAG
2433
Integer Wealth Advisors Group
Georgia
$255K
SIA
2434
Soltis Investment Advisors
Utah
$255K +$233K +1,017 New
JGIA
2435
Jackson Grant Investment Advisers
Connecticut
$254K -$6.64K -29 -3%
CFO
2436
CVA Family Office
Colorado
$252K +$20.8K +91 +10%
PFA
2437
Paradigm Financial Advisors
Missouri
$251K -$18.8K -82 -8%
HCMNY
2438
Howard Capital Management (New York)
New York
$251K +$229K +1,000 New
SA
2439
Sicart Associates
New York
$251K +$229K +1,000 New
TSS
2440
Thomas Story & Son
Indiana
$251K +$229K +1,000 New
HKAM
2441
Horizon Kinetics Asset Management
New York
$248K +$226K +989 New
OPCM
2442
Osborne Partners Capital Management
California
$247K +$226K +987 New
TA
2443
Trellis Advisors
Washington
$246K +$225K +983 New
HIC
2444
Harvey Investment Company
Kentucky
$244K +$223K +973 New
FFG
2445
Ford Financial Group
California
$244K +$223K +975 New
PP
2446
Peconic Partners
New York
$242K +$221K +965 New
MWM
2447
Maltin Wealth Management
New Jersey
$242K +$222K +968 New
AMC
2448
Asset Management Corp
Illinois
$241K -$34.1K -149 -13%
CCM
2449
Colorado Capital Management
Colorado
$241K
FIM
2450
Fernwood Investment Management
Massachusetts
$241K +$220K +961 New