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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1876
RKL Wealth Management
Pennsylvania
$250K -$258K -14,812 -53%
WAS
1877
Winch Advisory Services
Wisconsin
$250K +$37K +2,128 +19%
PMAM
1878
Picton Mahoney Asset Management
Ontario, Canada
$249K
PFWA
1879
Paces Ferry Wealth Advisors
Georgia
$249K +$539 +31 +0.2%
BHIA
1880
Birch Hill Investment Advisors
Massachusetts
$248K
SC
1881
Swan Capital
Florida
$248K
CP
1882
Castleview Partners
Texas
$248K -$2.49K -143 -1%
BWM
1883
Buska Wealth Management
Wisconsin
$248K -$1.48K -85 -0.7%
PMG
1884
Private Management Group
California
$247K -$4.21K -242 -2%
AIM
1885
Acropolis Investment Management
Missouri
$247K +$383 +22 +0.2%
PWM
1886
Purus Wealth Management
California
$246K +$3.18K +183 +1%
AWM
1887
Aberdeen Wealth Management
Illinois
$246K
DWM
1888
Darwin Wealth Management
Florida
$246K -$10.1K -583 -4%
CICI
1889
Capital Investment Counsel Inc
North Carolina
$245K -$23.6K -1,358 -10%
NGA
1890
Naples Global Advisors
Florida
$245K -$102K -5,844 -31%
BMM
1891
Berkshire Money Management
Massachusetts
$245K -$16.6K -952 -7%
RWI
1892
Red Wave Investments
Pennsylvania
$245K +$1.46K +84 +0.7%
MSA
1893
Marino Stram & Associates
Massachusetts
$245K -$43.9K -2,522 -16%
CIC
1894
Carnegie Investment Counsel
Ohio
$245K -$116K -6,656 -34%
AP
1895
Appleton Partners
Massachusetts
$244K -$41.4K -2,381 -16%
LGA
1896
Lebenthal Global Advisors
New York
$244K -$4.21K -242 -2%
MIP
1897
Marietta Investment Partners
Wisconsin
$244K
NC
1898
nVerses Capital
Florida
$243K +$216K +12,400 +4,133%
DA
1899
Doliver Advisors
Texas
$243K
SFS
1900
Symphony Financial Services
Ohio
$242K +$154K +8,839 New