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Name Holding Trade Value Shares
Change
Change in
Stake
BF
2326
Blankinship & Foster
California
$226K – – –
EWF
2327
Epstein & White Financial
California
$226K +$4.47K +86 +2%
RIM
2328
Rockbridge Investment Management
New York
$225K -$2.18K -42 -1%
DIM
2329
Delta Investment Management
California
$223K -$179K -3,448 -44%
ACA
2330
Ackerman Capital Advisors
Texas
$223K -$52K -1,000 -19%
AAP
2331
Arax Advisory Partners
Colorado
$223K +$2.96K +57 +1%
PPW
2332
Pasadena Private Wealth
California
$223K +$4.37K +84 +2%
SSA
2333
South Street Advisors
New York
$222K – – –
AWM
2334
Atticus Wealth Management
Florida
$221K -$130K -2,497 -37%
SNB
2335
Security National Bank
Nebraska
$220K – – –
WIM
2336
Westside Investment Management
California
$218K +$59.7K +1,149 +6%
UIA
2337
UBP Investment Advisors
Switzerland
$218K +$219K +4,209 New
PIM
2338
Profit Investment Management
Maryland
$217K -$105K -2,012 -32%
GG
2339
GenWealth Group
New Jersey
$217K +$52 +1 +0%
CPSC
2340
Carl P. Sherr & Co
Massachusetts
$216K -$27.7K -533 -11%
CI
2341
CX Institutional
Indiana
$216K +$72.3K +1,391 +50%
AWM
2342
Altus Wealth Management
Kentucky
$215K -$3.02K -58 -1%
MCM
2343
Marathon Capital Management
Maryland
$215K +$4.58K +88 +2%
MCM
2344
Maple Capital Management
Vermont
$214K +$2.44K +47 +1%
AMG
2345
Asset Management Group
Connecticut
$213K +$1.35K +26 +0.6%
SFC
2346
SYM Financial Corp
Indiana
$211K – – –
UF
2347
Univest Financial
Pennsylvania
$210K -$304K -5,840 -59%
RCA
2348
Ranch Capital Advisors
Florida
$210K -$25.7K -494 -11%
EWM
2349
Executive Wealth Management
Michigan
$210K +$6.5K +125 +3%
CCM
2350
Cribstone Capital Management
Maine
$210K +$12K +230 +6%