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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
2151
Canal Capital Management
Virginia
$225K +$1K +40 +0.4%
AFA
2152
Arlington Financial Advisors
California
$225K +$3.87K +154 +2%
CL
2153
CIM LLC
New York
$224K +$18.8K +750 +9%
RIS
2154
Retirement Income Solutions
Michigan
$223K +$33.6K +1,339 +17%
SEIA
2155
Signature Estate & Investment Advisors
California
$222K -$24.8K -989 -10%
VCM
2156
Vigilant Capital Management
Maine
$222K +$14.6K +583 +7%
TL
2157
Tirschwell & Loewy
New York
$221K +$6.65K +265 +3%
BWFA
2158
Baltimore-Washington Financial Advisors
Maryland
$220K
LBC
2159
Lawrence B. Cohen
$220K +$18.1K +721 +9%
JFA
2160
JNBA Financial Advisors
Minnesota
$220K +$25.4K +1,011 +13%
LWM
2161
Lyell Wealth Management
California
$219K +$227K +9,038 New
SAMC
2162
Spectrum Asset Management (California)
California
$218K -$39.9K -1,589 -15%
TIM
2163
Total Investment Management
Arizona
$218K +$18.7K +747 +9%
RPA
2164
Rock Point Advisors
Vermont
$217K -$2.81K -112 -1%
WAS
2165
Winch Advisory Services
Wisconsin
$216K -$1.29M -51,484 -85%
AMCA
2166
Arthur M. Cohen & Associates
Illinois
$216K -$912K -36,324 -80%
PD
2167
Planning Directions
Pennsylvania
$216K -$66.7K -2,657 -23%
KWA
2168
KCS Wealth Advisory
California
$216K +$27K +1,075 +14%
FPCP
2169
Fort Point Capital Partners
California
$215K -$343K -13,675 -61%
PCA
2170
Peddock Capital Advisors
Massachusetts
$215K -$18.9K -752 -8%
VAM
2171
Verity Asset Management
North Carolina
$215K +$223K +8,881 New
GWA
2172
Guidant Wealth Advisors
Illinois
$212K
HI
2173
Hendershot Investments
Virginia
$211K +$1.58K +63 +0.7%
Diamond Hill Capital Management
2174
Diamond Hill Capital Management
Ohio
$210K +$218K +8,675 New
EMG
2175
Ellington Management Group
Connecticut
$209K -$1.04M -41,441 -83%