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Name Holding Trade Value Shares
Change
Change in
Stake
GCIA
2376
Gabelli & Co Investment Advisers
New York
$259K – – –
TCPWM
2377
Traverso Chambers Private Wealth Management
California
$259K – – –
KC
2378
Kinloch Capital
Virginia
$258K – – –
RIM
2379
Rockbridge Investment Management
New York
$258K +$3.88K +51 +2%
AGA
2380
Arkos Global Advisors
Texas
$257K – – –
PWM
2381
Prentice Wealth Management
New York
$257K +$1.9K +25 +0.7%
HPIA
2382
Hamilton Point Investment Advisors
North Carolina
$257K +$25.3K +332 +11%
NCM
2383
Next Capital Management
New York
$256K -$7.61K -100 -3%
MAG
2384
Mayfair Advisory Group
Alabama
$256K +$19K +250 +9%
BA
2385
Bluesphere Advisors
Pennsylvania
$256K +$28.2K +371 +12%
UCMOK
2386
United Capital Management of KS
Kansas
$255K -$13.4K -176 -5%
JEST
2387
JTC Employer Solutions Trustee
Jersey
$254K – – –
OCPWS
2388
One Charles Private Wealth Services
Massachusetts
$254K +$228 +3 +0.1%
CF
2389
Corrigan Financial
Rhode Island
$252K -$1.67K -22 -0.7%
FA
2390
Financial Advisors
Massachusetts
$251K – – –
SBF
2391
Sara-Bay Financial
Florida
$251K – – –
MAG
2392
MRA Advisory Group
New Jersey
$251K +$3.19K +42 +1%
NQWM
2393
Northwest Quadrant Wealth Management
Oregon
$250K +$761 +10 +0.3%
Bowen Hanes & Co
2394
Bowen Hanes & Co
Florida
$249K -$3.04K -40 -1%
VCG
2395
Vantage Consulting Group
Virginia
$249K +$25.3K +333 +11%
TWMP
2396
Taylor Wealth Management Partners
Massachusetts
$249K +$252K +3,314 New
PCM
2397
Perritt Capital Management
Illinois
$248K +$22.8K +300 +10%
SIA
2398
Soltis Investment Advisors
Utah
$246K +$3.5K +46 +1%
MF
2399
Montis Financial
Massachusetts
$245K -$150K -1,973 -40%
TIM
2400
Tortoise Investment Management
New York
$245K -$3.42K -45 -1%