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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2201
Lyell Wealth Management
California
$200K -$684K -18,797 -76%
DW
2202
Domani Wealth
Pennsylvania
$200K +$11.9K +326 +6%
PDM
2203
Penn Davis McFarland
Texas
$200K +$214K +5,872 New
TIM
2204
Tortoise Investment Management
New York
$199K -$84.9K -2,334 -29%
SM
2205
Salzhauer Michael
$199K – – –
EI
2206
Ellevest Inc
New York
$194K -$298K -8,191 -59%
FWC
2207
First Washington Corp
Washington
$194K – – –
SIAS
2208
Shine Investment Advisory Services
Colorado
$193K +$7.6K +209 +4%
CCM
2209
Copeland Capital Management
Pennsylvania
$191K – – –
BCP
2210
Blue Chip Partners
Michigan
$189K -$1.67M -45,793 -89%
CIA
2211
Cascade Investment Advisors
Oregon
$186K -$2.73K -75 -1%
VC
2212
Vestor Capital
Illinois
$186K +$139K +3,814 +234%
AJ
2213
Ashburton (Jersey)
Jersey
$184K +$196K +5,396 New
HCM
2214
Hilton Capital Management
New York
$183K +$36.3K +998 +23%
ACC
2215
Accident Compensation Corp
New Zealand
$180K – – –
WCG
2216
Weaver Consulting Group
California
$177K +$30.7K +844 +21%
HCA
2217
Heck Capital Advisors
Wisconsin
$173K +$6.84K +188 +4%
EMG
2218
ETF Managers Group
New Jersey
$164K +$3.75K +103 +2%
SLF
2219
Sun Life Financial
Ontario, Canada
$162K +$1.02K +28 +0.6%
CWM
2220
Cranbrook Wealth Management
Michigan
$159K – – –
BL
2221
Balentine LLC
Georgia
$158K +$88.3K +2,428 +110%
LB
2222
Legacy Bridge
Iowa
$157K – – –
CG
2223
Cutler Group
California
$155K +$57.4K +1,579 +53%
GWAG
2224
Garrett Wealth Advisory Group
Texas
$154K +$165K +4,528 New
SQA
2225
Simon Quick Advisors
New Jersey
$145K +$58.3K +1,604 +61%