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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
2326
Nelson Capital Management
California
$233K -$111K -3,105 -33%
JLBC
2327
J.L. Bainbridge & Co
Florida
$233K +$5.66K +159 +3%
RWMH
2328
Riverpoint Wealth Management Holdings
Illinois
$232K +$222K +6,242 New
AP
2329
Americana Partners
Texas
$232K +$223K +6,252 New
LFG
2330
Larson Financial Group
Missouri
$231K -$29.2K -821 -12%
AIA
2331
Angeles Investment Advisors
California
$231K – – –
EI
2332
Ellevest Inc
New York
$231K +$17.7K +498 +9%
EMG
2333
ETF Managers Group
New Jersey
$229K +$50.9K +1,429 +30%
LF
2334
LifeSteps Financial
California
$229K +$219K +6,162 New
FA
2335
Fagan Associates
New York
$228K -$4.7K -132 -2%
LP
2336
LGL Partners
Pennsylvania
$228K – – –
LAIC
2337
Lederer & Associates Investment Counsel
California
$228K +$218K +6,124 New
PDM
2338
Penn Davis McFarland
Texas
$226K +$7.12K +200 +3%
TC
2339
Trust Company
Kansas
$225K -$329K -9,250 -60%
PAS
2340
Partnervest Advisory Services
California
$225K -$96.7K -2,716 -31%
CFG
2341
Cooper Financial Group
California
$225K -$29.1K -818 -12%
TCM
2342
Tufton Capital Management
Maryland
$224K – – –
CWM
2343
Connecticut Wealth Management
Connecticut
$222K -$28.2K -792 -12%
CCM
2344
Chickasaw Capital Management
Tennessee
$222K – – –
GIP
2345
Greatmark Investment Partners
Georgia
$221K -$37.5K -1,054 -15%
VIM
2346
Vista Investment Management
Pennsylvania
$221K -$36 -1 -0%
ACM
2347
Alta Capital Management
Utah
$221K – – –
FSCM
2348
Front Street Capital Management
Montana
$221K – – –
PCFFS
2349
Pacific Center for Financial Services
California
$221K – – –
CA
2350
Cumberland Advisors
Florida
$221K +$212K +5,955 New