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Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
2426
Harvest Group Wealth Management
Massachusetts
$193K
TIM
2427
Tortoise Investment Management
New York
$192K +$4.7K +60 +3%
CCM
2428
Colorado Capital Management
Colorado
$189K -$60.2K -768 -24%
SA
2429
SRH Advisors
Kansas
$188K
ANBT
2430
American National Bank & Trust
Texas
$186K -$16.4K -209 -8%
HFS
2431
HBC Financial Services
Washington
$186K +$3.92K +50 +2%
Cohen & Steers
2432
Cohen & Steers
New York
$182K
LWA
2433
Lenox Wealth Advisors
New York
$178K -$3.52K -45 -2%
ACM
2434
AUA Capital Management
Pennsylvania
$177K +$8.3K +106 +5%
BAM
2435
Bellevue Asset Management
Washington
$175K
TCCM
2436
Timber Creek Capital Management
Massachusetts
$174K -$25.5K -325 -13%
TCM
2437
TD Capital Management
Tennessee
$171K
CAL
2438
Capital Advisors Ltd
Ohio
$170K
EWM
2439
Elmwood Wealth Management
California
$169K
LAS
2440
Lloyd Advisory Services
Georgia
$159K +$4K +51 +3%
CWM
2441
Cranbrook Wealth Management
Michigan
$154K
CIA
2442
Cascade Investment Advisors
Oregon
$149K
VCM
2443
Versant Capital Management
Arizona
$147K
BFG
2444
Baron Financial Group
New Jersey
$147K +$145K +1,853 New
TWP
2445
TFO Wealth Partners
Ohio
$143K
FWM
2446
Filbrandt Wealth Management
Wisconsin
$140K -$35.1K -448 -20%
HFA
2447
HC Financial Advisors
California
$140K
JWM
2448
Janiczek Wealth Management
Colorado
$139K +$20.9K +267 +18%
QCMC
2449
Quantum Capital Management (California)
California
$135K
JWM
2450
Jupiter Wealth Management
Colorado
$133K -$410K -5,240 -76%