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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
2376
Rockbridge Investment Management
New York
$263K +$263K +4,391 New
ACM
2377
Ashford Capital Management
Delaware
$263K +$263K +4,400 New
NIM
2378
Nexus Investment Management
Ontario, Canada
$263K +$263K +4,400 New
BF
2379
Blankinship & Foster
California
$262K -$20K -335 -7%
WG
2380
Watchman Group
Texas
$259K – – –
ACG
2381
Allen Capital Group
Nebraska
$259K +$17.9K +300 +7%
CQS
2382
Credential Qtrade Securities
$257K +$88.8K +1,485 +53%
SSA
2383
South Street Advisors
New York
$256K -$95.7K -1,600 -27%
EI
2384
Ellevest Inc
New York
$256K -$6.46K -108 -2%
LWM
2385
Liberty Wealth Management
California
$256K -$6.4K -107 -2%
EWF
2386
Epstein & White Financial
California
$256K -$5.74K -96 -2%
AAP
2387
Arax Advisory Partners
Colorado
$255K -$154K -2,575 -38%
DP
2388
Denver PWM
Colorado
$255K +$25.8K +432 +11%
SNB
2389
Security National Bank
Nebraska
$254K – – –
CCFM
2390
Clear Creek Financial Management
Washington
$254K +$254K +4,252 New
PAG
2391
Private Advisory Group
Washington
$253K – – –
RICHC
2392
Renaissance Investment Consultants Holding Company
Pennsylvania
$253K +$1.14K +19 +0.4%
PPW
2393
Pasadena Private Wealth
California
$253K +$253K +4,227 New
AWM
2394
Altus Wealth Management
Kentucky
$252K – – –
PG
2395
Prostatis Group
Maryland
$251K +$251K +4,196 New
AMG
2396
Asset Management Group
Connecticut
$245K +$245K +4,090 New
MCM
2397
Marathon Capital Management
Maryland
$244K -$5.92K -99 -2%
SFC
2398
SYM Financial Corp
Indiana
$244K – – –
GG
2399
GenWealth Group
New Jersey
$243K +$247K +4,128 New
TCM
2400
Tran Capital Management
California
$239K -$359K -6,000 -60%