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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
2351
Xcel Wealth Management
Florida
$225K -$34.1K -99 -12%
FB
2352
First Bancorp
Maine
$225K +$11.4K +33 +5%
RIM
2353
Redwood Investment Management
Arizona
$224K +$48.2K +140 +25%
CA
2354
Callahan Advisors
Texas
$223K -$21.7K -63 -8%
CPIA
2355
Cornell Pochily Investment Advisors
New York
$223K +$16.5K +48 +7%
CYG
2356
Clean Yield Group
Vermont
$222K -$3.79K -11 -2%
HG
2357
Harbor Group
New Hampshire
$222K – – –
FFG
2358
Frisch Financial Group
New York
$222K +$344 +1 +0.1%
IIC
2359
Integrated Investment Consultants
Michigan
$220K +$240K +696 New
WFA
2360
Wellspring Financial Advisors
Ohio
$219K -$6.54K -19 -3%
ICP
2361
Interchange Capital Partners
Pennsylvania
$218K +$239K +693 New
CWA
2362
CM Wealth Advisors
Ohio
$217K +$237K +688 New
HC
2363
HNP Capital
New York
$217K – – –
VRM
2364
Vectors Research Management
New York
$217K – – –
H
2365
HoyleCohen
California
$216K -$2.41K -7 -1%
ZF
2366
Zhang Financial
Michigan
$216K +$23.8K +69 +11%
HC
2367
Hendley & Co
Ohio
$215K -$222K -645 -49%
T
2368
TOBAM
France
$214K +$233K +678 New
BWFA
2369
Baltimore-Washington Financial Advisors
Maryland
$214K +$235K +681 New
CHA
2370
Cooper/Haims Advisors
New York
$213K +$20K +58 +9%
AUB
2371
Atlantic Union Bankshares
Virginia
$212K -$12.1K -35 -5%
GKWIM
2372
Gerber Kawasaki Wealth & Investment Management
California
$212K -$10.3K -30 -4%
PTC
2373
Philadelphia Trust Company
Pennsylvania
$212K – – –
SIC
2374
Sigma Investment Counselors
Michigan
$211K +$231K +670 New
HCA
2375
Horan Capital Advisors
Ohio
$210K – – –
93 94
95
96 97