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Name Holding Trade Value Shares
Change
Change in
Stake
3IP
2301
3Chopt Investment Partners
Virginia
$256K +$41.8K +1,692 +20%
BB
2302
Burford Brothers
Texas
$256K -$16.7K -675 -6%
MCM
2303
MV Capital Management
Maryland
$255K +$33.4K +1,354 +16%
COCM
2304
Charter Oak Capital Management
New Hampshire
$255K -$16.3K -659 -6%
BM
2305
Berman McAleer
Maryland
$255K +$247K +10,002 New
EC
2306
Estate Counselors
Wisconsin
$255K +$247K +10,000 New
PM
2307
Plustick Management
Virginia
$255K +$247K +10,000 New
MCWS
2308
McKinley Carter Wealth Services
West Virginia
$254K +$246K +9,983 New
SCM
2309
Silvant Capital Management
Georgia
$254K – – –
AIM
2310
Alhambra Investment Management
Florida
$254K -$169K -6,841 -41%
EPIMS
2311
Evelyn Partners Investment Management Services
$254K -$190K -7,682 -44%
EWM
2312
Evermay Wealth Management
Virginia
$253K -$56.3K -2,282 -19%
VNA
2313
Valley National Advisers
Pennsylvania
$253K +$17.8K +723 +8%
AP
2314
Atwood & Palmer
Missouri
$253K – – –
BTWM
2315
Baker Tilly Wealth Management
Wisconsin
$253K +$245K +9,929 New
PCM
2316
Pointe Capital Management
Michigan
$253K – – –
BCMLT
2317
Beacon Capital Management LLC (Tennessee)
Tennessee
$252K -$12.8K -518 -5%
S
2318
Sachetta
Massachusetts
$252K +$96.5K +3,910 +65%
VFPW
2319
Vantage Financial Partners (Wisconsin)
Wisconsin
$252K +$244K +9,880 New
DBIA
2320
Dumont & Blake Investment Advisors
New Jersey
$252K -$101K -4,082 -29%
AFM
2321
Armstrong Fleming & Moore
District of Columbia
$251K – – –
C
2322
Covestor
United Kingdom
$251K -$79.2K -3,208 -25%
JC
2323
JBGlobal.com
New York
$250K +$25 +1 +0%
PCM
2324
Princeton Capital Management
New Jersey
$250K +$242K +9,820 New
BPAMU
2325
BTG Pactual Asset Management US
New York
$250K +$255K +10,314 New