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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1926
Coerente Capital Management
Ontario, Canada
$296K -$20K -120 -6%
GA
1927
GoalVest Advisory
New York
$296K +$27.9K +167 +10%
CCIA
1928
Cherry Creek Investment Advisors
Colorado
$294K +$295K +1,768 New
MTCM
1929
Mint Tower Capital Management
Netherlands
$294K +$295K +1,770 New
WBC
1930
West Branch Capital
Massachusetts
$292K +$668 +4 +0.2%
NRI
1931
NFP Retirement Inc
California
$292K +$668 +4 +0.2%
GHAM
1932
Gilman Hill Asset Management
Connecticut
$290K +$291K +1,745 New
CA
1933
CGN Advisors
Kansas
$289K +$7.84K +47 +3%
GLA
1934
Good Life Advisors
Pennsylvania
$288K -$23K -138 -7%
IP
1935
Isthmus Partners
Wisconsin
$288K -$10K -60 -3%
APW
1936
Acima Private Wealth
Virginia
$288K
BWA
1937
BDO Wealth Advisors
Florida
$286K -$6.67K -40 -2%
WI
1938
WrapManager Inc
California
$286K +$3.34K +20 +1%
IP
1939
Innovative Portfolios
Indiana
$286K +$6.17K +37 +2%
MSR
1940
Main Street Research
Connecticut
$285K +$286K +1,714 New
KLI
1941
Kelman-Lazarov Inc
Tennessee
$284K
MC
1942
Matisse Capital
Oregon
$284K
OC
1943
Oarsman Capital
Wisconsin
$284K
HCM
1944
Hengehold Capital Management
Ohio
$281K +$19.2K +115 +7%
FIA
1945
Foundations Investment Advisors
Arizona
$280K -$37.4K -224 -12%
M
1946
Mirova
France
$280K +$39.9K +239 +16%
NCMW
1947
Northern Capital Management (Washington)
Washington
$279K
WMA
1948
Wealth Management Associates
New Jersey
$279K -$25.9K -155 -8%
JAFL
1949
Jay A. Fishman Ltd
Michigan
$278K -$3K -18 -1%
PA
1950
PSI Advisors
Florida
$278K -$239K -1,435 -46%