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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2276
Lyell Wealth Management
California
$257K +$36.5K +1,026 +17%
PAA
2277
Peregrine Asset Advisers
Oregon
$256K -$13.3K -373 -5%
CM
2278
Castleark Management
Illinois
$255K
LBC
2279
Lawrence B. Cohen
$254K -$101K -2,846 -29%
DPI
2280
Diversified Portfolios Inc
Michigan
$254K -$12.3K -345 -5%
PP
2281
PrairieView Partners
Minnesota
$254K -$677 -19 -0.3%
SRIM
2282
Saratoga Research & Investment Management
California
$254K
AIA
2283
Alera Investment Advisors
Illinois
$253K -$42K -1,179 -15%
HA
2284
Harborview Advisors
Maine
$253K -$3.49K -98 -1%
CPC
2285
Consolidated Planning Corp
Georgia
$253K +$243K +6,816 New
HFRG
2286
Houlihan Financial Resource Group
Virginia
$252K +$242K +6,791 New
CC
2287
Cornerstone Capital
California
$251K
SHIM
2288
Stone House Investment Management
Pennsylvania
$251K +$36 +1 +0%
EBSAM
2289
Eubel Brady & Suttman Asset Management
Ohio
$251K +$2.07K +58 +0.9%
DAM
2290
Diamant Asset Management
Connecticut
$250K -$154K -4,321 -39%
MF
2291
Manchester Financial
California
$250K -$8.9K -250 -4%
CSA
2292
Cottage Street Advisors
Massachusetts
$250K -$2.03K -57 -0.8%
NPF
2293
Norris Perne & French
Michigan
$250K
SCM
2294
Stonehearth Capital Management
Massachusetts
$250K +$239K +6,714 New
SHWM
2295
Smith & Howard Wealth Management
Georgia
$249K +$27.8K +780 +13%
LWP
2296
Legacy Wealth Planning
Nevada
$249K +$238K +6,687 New
WAM
2297
Weiss Asset Management
Massachusetts
$248K -$44.4K -1,247 -16%
CISOA
2298
Capital Investment Services of America
Wisconsin
$248K +$15K +421 +7%
AWM
2299
Aprio Wealth Management
Georgia
$248K +$238K +6,678 New
CA
2300
Crewe Advisors
Utah
$247K +$2.6K +73 +1%