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Name Holding Trade Value Shares
Change
Change in
Stake
MPW
2401
MA Private Wealth
California
$251K -$5.46K -189 -2%
BFM
2402
Boothbay Fund Management
New York
$251K +$245K +8,493 New
WFWM
2403
Wechter Feldman Wealth Management
New Jersey
$249K +$244K +8,442 New
TI
2404
Truepoint Inc
Ohio
$249K +$244K +8,443 New
VFM
2405
Vivid Financial Management
California
$248K +$247K +8,548 New
MIS
2406
Morningstar Investment Services
Illinois
$246K -$29.1K -1,009 -11%
FBFS
2407
First Business Financial Services
Wisconsin
$246K -$14.4K -498 -6%
RP
2408
Rice Partnership
Hawaii
$245K -$139K -4,798 -37%
GAM
2409
Gould Asset Management
California
$244K -$39.4K -1,364 -14%
B
2410
Brightworth
Georgia
$242K +$237K +8,194 New
AAIM
2411
Asset Advisors Investment Management
Georgia
$237K -$31K -1,075 -12%
EGA
2412
Eagle Global Advisors
Texas
$236K – – –
AIFAIM
2413
American Institute for Advanced Investment Management
Arizona
$236K +$231K +7,997 New
LBC
2414
Lawrence B. Cohen
$235K -$22.6K -783 -9%
MCG
2415
MACRO Consulting Group
New Jersey
$235K +$230K +7,968 New
CNBT
2416
Cornerstone National Bank & Trust
Illinois
$235K +$230K +7,957 New
AMM
2417
American Money Management
California
$234K – – –
TIM
2418
Tortoise Investment Management
New York
$233K -$9.56K -331 -4%
HCM
2419
Hilton Capital Management
New York
$233K – – –
CAM
2420
Crestone Asset Management
Colorado
$232K -$2.94K -102 -1%
BSAM
2421
Blue Sky Asset Management
Colorado
$232K +$227K +7,866 New
WPA
2422
West Paces Advisors
Georgia
$231K +$35.6K +1,234 +19%
PGA
2423
Portland Global Advisors
Maine
$231K -$5.28K -183 -2%
AA
2424
Aufman Associates
Pennsylvania
$231K +$226K +7,820 New
CA
2425
Crumly & Associates
Illinois
$230K +$225K +7,802 New