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Name Holding Trade Value Shares
Change
Change in
Stake
PPP
2051
Private Portfolio Partners
New Jersey
$225K +$226K +1,354 New
DA
2052
DSC Advisors
Illinois
$224K -$51.4K -308 -19%
SCA
2053
Sippican Capital Advisors
Massachusetts
$224K -$29.9K -179 -12%
EIM
2054
Essex Investment Management
Massachusetts
$224K – – –
EW
2055
Element Wealth
Mississippi
$224K +$3.5K +21 +2%
MGIA
2056
Matthew Goff Investment Advisor
Texas
$223K – – –
RIG
2057
Renaissance Investment Group
Massachusetts
$223K +$224K +1,344 New
PFA
2058
Plotkin Financial Advisors
Maryland
$223K – – –
IA
2059
Insight Advisors
Pennsylvania
$222K -$73.4K -440 -25%
AA
2060
Addison Advisors
Vermont
$222K +$223K +1,336 New
SWA
2061
Sutton Wealth Advisors
Florida
$221K – – –
FMI
2062
F/M Investments
District of Columbia
$221K +$4.51K +27 +2%
LBD
2063
Landsberg Bennett & Dubbaneh
Florida
$220K -$9.01K -54 -4%
WMP
2064
Wealth Management Partners
Arizona
$219K – – –
AWM
2065
Accel Wealth Management
Iowa
$219K +$668 +4 +0.3%
MAM
2066
MMA Asset Management
Pennsylvania
$218K +$9.18K +55 +4%
CT
2067
Clearstead Trust
Maine
$218K +$220K +1,316 New
Financial Engines Advisors
2068
Financial Engines Advisors
California
$217K – – –
SCM
2069
Silvant Capital Management
Georgia
$217K – – –
WA
2070
WP Advisors
California
$217K +$1.17K +7 +0.5%
22CM
2071
20/20 Capital Management
California
$217K +$218K +1,306 New
OCPWS
2072
One Charles Private Wealth Services
Massachusetts
$217K +$218K +1,307 New
CRWM
2073
Castle Rock Wealth Management
California
$216K -$536K -3,211 -71%
HCM
2074
Hollencrest Capital Management
California
$216K – – –
FUBT
2075
First United Bank & Trust
Maryland
$215K -$7.01K -42 -3%