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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1826
Baystate Wealth Management
Massachusetts
$303K +$33.6K +628 +13%
RPA
1827
Rock Point Advisors
Vermont
$301K -$27.8K -520 -9%
CIP
1828
Capital Insight Partners
Arizona
$301K -$2.46K -46 -0.8%
IRC
1829
Investors Research Corp
Georgia
$301K +$10.7K +200 +4%
AAS
1830
Annex Advisory Services
Wisconsin
$300K -$10.8K -201 -4%
AIM
1831
Avity Investment Management
Connecticut
$299K
BAM
1832
Bruderman Asset Management
New York
$296K -$77.5K -1,448 -20%
BCM
1833
Becker Capital Management
Oregon
$296K +$5.19K +97 +2%
MC
1834
Miramar Capital
Illinois
$296K +$12.6K +236 +5%
CIA
1835
Cascade Investment Advisors
Oregon
$296K +$62.5K +1,167 +27%
ATFA
1836
All Terrain Financial Advisors
Minnesota
$294K
CG
1837
Corundum Group
Colorado
$293K -$214 -4 -0.1%
GM
1838
GeoWealth Management
Illinois
$293K +$288K +5,380 New
PCM
1839
Prelude Capital Management
New York
$291K +$286K +5,350 New
OBWP
1840
O'Brien Wealth Partners
Massachusetts
$290K +$286K +5,332 New
RWP
1841
RWA Wealth Partners
Massachusetts
$289K -$25.7K -480 -8%
SCM
1842
Silvant Capital Management
Georgia
$286K -$61.5K -1,149 -18%
CCM
1843
Canal Capital Management
Virginia
$286K +$750 +14 +0.3%
FVWA
1844
Foster Victor Wealth Advisors
South Carolina
$284K +$34.9K +652 +14%
VCM
1845
Versant Capital Management
Arizona
$283K -$5.03K -94 -2%
SFG
1846
Sather Financial Group
Texas
$283K
HH
1847
HWG Holdings
Texas
$283K +$278K +5,195 New
HL
1848
HeadInvest LLC
Maine
$282K +$26.7K +499 +11%
BWA
1849
BlueSky Wealth Advisors
North Carolina
$280K -$22.4K -418 -7%
WPP
1850
Whalerock Point Partners
Rhode Island
$280K +$3.05K +57 +1%