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Name Holding Trade Value Shares
Change
Change in
Stake
KIC
2526
Kensington Investment Counsel
California
$256K -$10.4K -64 -3%
ML
2527
McAdam LLC
Pennsylvania
$256K +$6.16K +38 +2%
RVPG
2528
Relative Value Partners Group
$256K +$306K +1,889 New
AIM
2529
Alhambra Investment Management
Florida
$255K -$48.6K -300 -14%
CPIA
2530
Cornell Pochily Investment Advisors
New York
$254K -$70.8K -437 -19%
WF
2531
Wayfinding Financial
Washington
$254K -$65.3K -403 -18%
MTWM
2532
Masso Torrence Wealth Management
New Jersey
$253K -$83.3K -514 -22%
AC
2533
ASB Consultores
Florida
$253K -$24.3K -150 -7%
1W
2534
1776 Wealth
Georgia
$253K
JMF
2535
Johnson Midwest Financial
Iowa
$253K +$3.24K +20 +1%
CSIA
2536
Conrad Siegel Investment Advisors
Pennsylvania
$252K -$74.6K -460 -20%
CH
2537
Canton Hathaway
Rhode Island
$252K -$37.6K -232 -11%
PGAM
2538
Princeton Global Asset Management
New Jersey
$252K -$9.72K -60 -3%
F
2539
F3Logic
Minnesota
$252K +$60.1K +371 +25%
MPCG
2540
Matrix Private Capital Group
New York
$251K -$93.8K -579 -24%
LGA
2541
Lebenthal Global Advisors
New York
$251K -$1.62K -10 -0.5%
AMG
2542
Advisors Management Group
Wisconsin
$251K -$810 -5 -0.3%
BWA
2543
Bordeaux Wealth Advisors
California
$251K +$3.4K +21 +1%
FBFS
2544
First Business Financial Services
Wisconsin
$251K +$5.35K +33 +2%
PWM
2545
Prentice Wealth Management
New York
$251K +$44.1K +272 +17%
CC
2546
Courier Capital
New York
$251K +$45.5K +281 +18%
DWA
2547
Dougherty Wealth Advisers
Minnesota
$250K -$8.1K -50 -3%
RWI
2548
Red Wave Investments
Pennsylvania
$250K +$972 +6 +0.3%
HP
2549
HT Partners
Connecticut
$250K +$4.7K +29 +2%
IA
2550
IFG Advisors
Missouri
$250K +$19.3K +119 +7%