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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1801
Winning Points Advisors
Florida
$329K +$302K +10,237 New
HCM
1802
Highlander Capital Management
New Jersey
$328K
EWM
1803
Evermay Wealth Management
Virginia
$325K +$59 +2 +0%
RGIA
1804
Rainier Group Investment Advisory
Washington
$324K +$297K +10,077 New
CG
1805
Corundum Group
Colorado
$323K +$19.3K +653 +7%
BWM
1806
Braver Wealth Management
Massachusetts
$322K +$296K +10,035 New
BWM
1807
Biltmore Wealth Management
Arizona
$320K
MCA
1808
Morris Capital Advisors
Pennsylvania
$318K -$384 -13 -0.1%
IP
1809
Isthmus Partners
Wisconsin
$318K +$46.1K +1,564 +19%
RPA
1810
Rock Point Advisors
Vermont
$316K +$11.7K +397 +4%
ABP
1811
Arthur B. Page
$316K +$39.1K +1,324 +16%
HCM
1812
Hilton Capital Management
New York
$313K -$1.16M -39,401 -80%
CAW
1813
Cornerstone Advisors (Washington)
Washington
$311K +$32.9K +1,115 +13%
SM
1814
Salzhauer Michael
$310K
VCM
1815
Vigilant Capital Management
Maine
$307K -$93.6K -3,171 -25%
SIG
1816
Schaller Investment Group
North Carolina
$307K
SHWM
1817
Smith & Howard Wealth Management
Georgia
$306K +$4.31K +146 +2%
EA
1818
Elm Advisors
California
$305K
SC
1819
Stratford Consulting
Texas
$304K +$2.83K +96 +1%
ECM
1820
Evergreen Capital Management
Washington
$302K +$28.3K +959 +11%
SCA
1821
Stillwater Capital Advisors
Pennsylvania
$302K +$55.4K +1,879 +25%
FAM
1822
Fenimore Asset Management
New York
$301K
CCM
1823
Chickasaw Capital Management
Tennessee
$301K +$57.6K +1,953 +26%
AWM
1824
Avior Wealth Management
Nebraska
$300K +$6.34K +215 +2%
Aristotle Capital Management
1825
Aristotle Capital Management
California
$299K