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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
1626
Willow Creek Wealth Management
California
$309K – – –
AC
1627
Alexandria Capital
Virginia
$308K – – –
CAM
1628
Covenant Asset Management
New Jersey
$307K – – –
SHWM
1629
Silicon Hills Wealth Management
Texas
$304K -$48.3K -383 -14%
NDSI
1630
Newman Dignan & Sheerar Inc
Rhode Island
$304K -$45.1K -358 -13%
SIC
1631
SFE Investment Counsel
California
$304K +$8.19K +65 +3%
SIA
1632
Starfire Investment Advisers
Michigan
$302K – – –
RWM
1633
Ritholtz Wealth Management
New York
$302K +$292K +2,319 New
MIC
1634
Means Investment Company
Maine
$301K +$252 +2 +0.1%
HSWM
1635
Hubbell Strickland Wealth Management
Louisiana
$300K +$378 +3 +0.1%
RCM
1636
RNC Capital Management
California
$300K +$504 +4 +0.2%
SAM
1637
S.A. Mason
Michigan
$299K – – –
VIM
1638
Vista Investment Management
Pennsylvania
$298K -$19.5K -155 -6%
PCS
1639
Personal CFO Solutions
New Jersey
$297K -$3.91K -31 -1%
CAMG
1640
CWA Asset Management Group
Florida
$296K -$3.02K -24 -1%
DDPIC
1641
Deroy & Devereaux Private Investment Counsel
Michigan
$296K – – –
AWE
1642
Avidian Wealth Enterprises
Texas
$296K +$286K +2,266 New
AWA
1643
Arkadios Wealth Advisors
Georgia
$295K +$27.1K +215 +11%
TW
1644
Transform Wealth
Colorado
$295K -$252K -2,002 -47%
CHP
1645
Cable Hill Partners
Oregon
$295K – – –
BG
1646
Berry Group
Massachusetts
$292K – – –
LWMM
1647
Legacy Wealth Management (Mississippi)
Mississippi
$292K – – –
SBWIC
1648
Schaper Benz & Wise Investment Counsel
Wisconsin
$291K -$9.45K -75 -3%
SLT
1649
St Louis Trust
Missouri
$290K – – –
FI
1650
Fosun International
China
$290K +$280K +2,226 New