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Name Holding Trade Value Shares
Change
Change in
Stake
DR
1651
Davis Rea
Ontario, Canada
$256K
DWM
1652
Dorchester Wealth Management
Quebec, Canada
$255K -$4.1K -24 -2%
HCM
1653
Hollencrest Capital Management
California
$255K +$2.39K +14 +0.9%
BW
1654
Biegel & Waller
Maryland
$252K
HHAM
1655
HITE Hedge Asset Management
Massachusetts
$252K
TAM
1656
Todd Asset Management
Kentucky
$252K +$10.2K +60 +4%
EWA
1657
Exencial Wealth Advisors
Oklahoma
$252K +$262K +1,533 New
BCWM
1658
Blue Chip Wealth Management
Florida
$251K -$583K -3,414 -69%
WLIM
1659
White Lighthouse Investment Management
Massachusetts
$251K
EP
1660
Edgestream Partners
New Jersey
$249K -$105K -614 -29%
BJ
1661
Brouwer & Janachowski
California
$249K
ACM
1662
AlphaStar Capital Management
North Carolina
$249K +$40.6K +238 +19%
GHAM
1663
Gilman Hill Asset Management
Connecticut
$248K
DPI
1664
Diversified Portfolios Inc
Michigan
$247K
GIM
1665
Groesbeck Investment Management
New Jersey
$246K
PAS
1666
Partnervest Advisory Services
California
$244K -$186K -1,092 -42%
AP
1667
Atwood & Palmer
Missouri
$244K +$4.95K +29 +2%
GC
1668
Gibson Capital
Pennsylvania
$243K
AAS
1669
Annex Advisory Services
Wisconsin
$242K
IFS
1670
Ifrah Financial Services
Arkansas
$242K
KFGK
1671
Keystone Financial Group (Kentucky)
Kentucky
$242K +$33.4K +196 +15%
TI
1672
Truepoint Inc
Ohio
$240K +$199K +1,166 +398%
PK
1673
Pflug Koory
Nebraska
$239K
AW
1674
Alpha Windward
Massachusetts
$238K -$44.2K -259 -15%
GBBWRPM
1675
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$237K