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Name Holding Trade Value Shares
Change
Change in
Stake
FA
2126
FMA Advisory
Pennsylvania
$232K +$233K +17,360 New
DI
2127
DAGCO Inc
Ohio
$231K -$9.68K -720 -4%
OMC
2128
Overbrook Management Corp
New York
$231K – – –
OMIC
2129
Old Mission Investment Co
Michigan
$231K +$232K +17,280 New
LD
2130
Lipe & Dalton
New York
$230K – – –
Cohen & Steers
2131
Cohen & Steers
New York
$230K +$23.1K +1,720 +11%
TC
2132
Telemus Capital
Michigan
$230K +$221K +16,440 New
CIM
2133
Contravisory Investment Management
Massachusetts
$228K +$40.3K +3,000 +21%
SNBOSD
2134
Security National Bank of So Dak
Iowa
$227K – – –
WPA
2135
Winning Points Advisors
Florida
$227K – – –
BA
2136
Ballast Advisors
Minnesota
$227K +$5.38K +400 +2%
WAS
2137
Wealth Advisory Solutions
Indiana
$227K +$228K +17,000 New
BCCM
2138
Bridge Creek Capital Management
Massachusetts
$225K – – –
SFSIG
2139
San Francisco Sentry Investment Group
California
$225K +$19.4K +1,440 +9%
AWMF
2140
Arbor Wealth Management (Florida)
Florida
$225K +$226K +16,840 New
CHA
2141
Cooper/Haims Advisors
New York
$225K +$227K +16,880 New
WGCA
2142
Wolf Group Capital Advisors
Virginia
$224K -$5.38K -400 -2%
AIA
2143
Angeles Investment Advisors
California
$224K +$226K +16,800 New
PCM
2144
Poehling Capital Management
Wisconsin
$224K +$226K +16,800 New
SWP
2145
Summit Wealth Partners
Florida
$224K +$225K +16,760 New
AJ
2146
Ashburton (Jersey)
Jersey
$223K -$161K -12,000 -15%
CFP
2147
Curran Financial Partners
South Carolina
$223K -$538 -40 -0.2%
MIC
2148
Meridian Investment Counsel
California
$222K – – –
OFS
2149
Orrstown Financial Services
Pennsylvania
$221K – – –
CWP
2150
Curated Wealth Partners
California
$221K +$222K +16,520 New