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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2426
Atticus Wealth Management
Florida
$220K +$7.42K +152 +4%
HAC
2427
Harbor Advisory Corp
New Hampshire
$220K +$215K +4,410 New
MGAM
2428
McGowan Group Asset Management
Texas
$219K +$537 +11 +0.3%
SSWM
2429
Smith Salley Wealth Management
North Carolina
$219K +$215K +4,401 New
AC
2430
Alley Company
Illinois
$218K -$4.25K -87 -2%
BF
2431
Blankinship & Foster
California
$218K – – –
C
2432
Certuity
Florida
$216K -$87.8K -1,798 -29%
BMO
2433
Beck Mack & Oliver
New York
$216K -$10.7K -220 -5%
PWM
2434
PBMares Wealth Management
Virginia
$216K +$212K +4,331 New
DIM
2435
Delta Investment Management
California
$214K +$98 +2 +0%
MCM
2436
Marathon Capital Management
Maryland
$214K +$6.74K +138 +3%
SSA
2437
South Street Advisors
New York
$213K – – –
MCM
2438
Maple Capital Management
Vermont
$212K -$22.1K -452 -10%
SNB
2439
Security National Bank
Nebraska
$212K – – –
CCP
2440
Cardan Capital Partners
Colorado
$211K +$207K +4,232 New
HP
2441
HT Partners
Connecticut
$211K +$207K +4,241 New
CIC
2442
Chilton Investment Company
Connecticut
$208K -$150K -3,074 -42%
CPSC
2443
Carl P. Sherr & Co
Massachusetts
$208K – – –
EI
2444
Ellevest Inc
New York
$208K +$21.1K +432 +12%
TA
2445
TruWealth Advisors
Louisiana
$208K +$204K +4,179 New
SAM
2446
Secure Asset Management
Michigan
$206K -$164K -3,363 -45%
AWM
2447
Aprio Wealth Management
Georgia
$206K -$82.6K -1,692 -29%
UIA
2448
UBP Investment Advisors
Switzerland
$206K -$3.56K -73 -2%
GG
2449
GenWealth Group
New Jersey
$206K +$49 +1 +0%
AMG
2450
Asset Management Group
Connecticut
$206K +$1.32K +27 +0.7%