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Name Holding Trade Value Shares
Change
Change in
Stake
MF
2551
Montis Financial
Massachusetts
$253K -$83.1K -1,875 -24%
TCM
2552
Tufton Capital Management
Maryland
$253K -$9.35K -211 -3%
NCM
2553
Neumann Capital Management
California
$253K – – –
GWM
2554
Gray Wealth Management
Maine
$253K +$16.6K +375 +7%
PFA
2555
Pettinga Financial Advisors
Indiana
$253K +$261K +5,892 New
WMC
2556
Westwood Management Corporation
Illinois
$252K – – –
NCM
2557
Novare Capital Management
North Carolina
$252K +$14.4K +326 +6%
RCG
2558
Rock Creek Group
District of Columbia
$251K -$219K -4,949 -46%
FA
2559
Financial Advisors
Massachusetts
$251K +$15.1K +341 +6%
CWM
2560
Campbell Wealth Management
Virginia
$250K +$89 +2 +0%
COF
2561
Capital One Financial
Virginia
$250K +$5.63K +127 +2%
AFAS
2562
Acorn Financial Advisory Services
Virginia
$249K -$199K -4,500 -44%
D
2563
Diversified
Delaware
$249K +$620 +14 +0.2%
FWSM
2564
First Wilshire Securities Management
California
$249K +$13K +294 +5%
NEWAS
2565
N.E.W. Advisory Services
Wisconsin
$248K +$4.65K +105 +2%
WP
2566
WealthShield Partners
North Carolina
$247K -$169K -3,808 -40%
RIM
2567
Rockbridge Investment Management
New York
$247K +$12.6K +285 +5%
FAFN
2568
First Affirmative Financial Network
Colorado
$247K +$254K +5,742 New
SHIM
2569
Stone House Investment Management
Pennsylvania
$246K – – –
AWS
2570
AJ Wealth Strategies
New York
$246K +$222 +5 +0.1%
GC
2571
GFG Capital
Florida
$245K – – –
HWMA
2572
Heritage Wealth Management (Arizona)
Arizona
$244K – – –
HPIA
2573
Hamilton Point Investment Advisors
North Carolina
$243K +$12.2K +275 +5%
PO
2574
Private Ocean
California
$243K +$71.9K +1,623 +40%
FA
2575
Faithward Advisors
Pennsylvania
$243K +$251K +5,658 New