Name Holding Trade Value Shares
Change
Change in
Stake
PAG
2276
Pinnacle Advisory Group
Maryland
$257K +$6.02K +169 +3%
LWM
2277
Lyell Wealth Management
California
$257K +$36.5K +1,026 +17%
PAA
2278
Peregrine Asset Advisers
Oregon
$256K -$13.3K -373 -5%
CM
2279
Castleark Management
Illinois
$255K – – –
LBC
2280
Lawrence B. Cohen
$254K -$101K -2,846 -29%
DPI
2281
Diversified Portfolios Inc
Michigan
$254K -$12.3K -345 -5%
PP
2282
PrairieView Partners
Minnesota
$254K -$677 -19 -0.3%
SRIM
2283
Saratoga Research & Investment Management
California
$254K – – –
AIA
2284
Alera Investment Advisors
Illinois
$253K -$42K -1,179 -15%
HA
2285
Harborview Advisors
Maine
$253K -$3.49K -98 -1%
CPC
2286
Consolidated Planning Corp
Georgia
$253K +$243K +6,816 New
HFRG
2287
Houlihan Financial Resource Group
Virginia
$252K +$242K +6,791 New
CC
2288
Cornerstone Capital
California
$251K – – –
SHIM
2289
Stone House Investment Management
Pennsylvania
$251K +$36 +1 +0%
EBSAM
2290
Eubel Brady & Suttman Asset Management
Ohio
$251K +$2.07K +58 +0.9%
DAM
2291
Diamant Asset Management
Connecticut
$250K -$154K -4,321 -39%
MF
2292
Manchester Financial
California
$250K -$8.9K -250 -4%
CSA
2293
Cottage Street Advisors
Massachusetts
$250K -$2.03K -57 -0.8%
NPF
2294
Norris Perne & French
Michigan
$250K – – –
SCM
2295
Stonehearth Capital Management
Massachusetts
$250K +$239K +6,714 New
SHWM
2296
Smith & Howard Wealth Management
Georgia
$249K +$27.8K +780 +13%
LWP
2297
Legacy Wealth Planning
Nevada
$249K +$238K +6,687 New
WAM
2298
Weiss Asset Management
Massachusetts
$248K -$44.4K -1,247 -16%
CISOA
2299
Capital Investment Services of America
Wisconsin
$248K +$15K +421 +7%
AWM
2300
Aprio Wealth Management
Georgia
$248K +$238K +6,678 New