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Name Holding Trade Value Shares
Change
Change in
Stake
ICM
2151
IMS Capital Management
Oregon
$273K
WC
2152
Weil Company
California
$273K +$4.11K +184 +1%
LA
2153
Legacy Advisors
Pennsylvania
$272K +$39K +1,746 +16%
VST
2154
Van Strum & Towne
California
$271K -$37K -1,655 -12%
KLWA
2155
Kelly Lawrence W & Associates
California
$271K
LFA
2156
Landmark Financial Advisors
Kentucky
$270K -$2.19K -98 -0.8%
BMCM
2157
Bryn Mawr Capital Management
Pennsylvania
$270K +$38.5K +1,721 +16%
HFRG
2158
Houlihan Financial Resource Group
Virginia
$270K +$278K +12,423 New
MS
2159
Mizuho Securities
Japan
$269K -$540K -24,163 -66%
DL
2160
DOHJ LLC
Washington
$267K +$71.2K +3,185 +33%
RCA
2161
Reitz Capital Advisors
Michigan
$266K +$116K +5,188 +72%
BWM
2162
BigSur Wealth Management
Florida
$265K -$142K -6,355 -34%
RIM
2163
Rockbridge Investment Management
New York
$265K -$16.6K -741 -6%
HA
2164
Harborview Advisors
Maine
$265K +$894 +40 +0.3%
RW
2165
REDW Wealth
New Mexico
$264K +$2.52K +113 +0.9%
MCM
2166
Marathon Capital Management
Maryland
$263K +$20.6K +920 +8%
TCOO
2167
Trust Company of Oklahoma
Oklahoma
$263K +$273K +12,210 New
HCM
2168
Hudson Capital Management
New Jersey
$262K
EI
2169
Ellevest Inc
New York
$262K -$34K -1,523 -11%
MPCG
2170
Matrix Private Capital Group
New York
$262K -$7.06K -316 -3%
MF
2171
Manchester Financial
California
$261K -$101K -4,511 -27%
AIM
2172
Axiom Investment Management
New York
$261K
GJIC
2173
Gamble Jones Investment Counsel
California
$261K
TW
2174
Transform Wealth
Colorado
$260K +$22 +1 +0%
EFL
2175
ERn Financial LLC
Wisconsin
$260K +$13.4K +598 +5%