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Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
1551
Burns Matteson Capital Management
New York
$248K +$234K +1,405 New
LWM
1552
Liberty Wealth Management
California
$247K -$3.67K -22 -2%
CHA
1553
Carmichael Hill & Associates
Maryland
$247K +$16.7K +100 +8%
BAM
1554
Barrett Asset Management
New York
$247K +$25K +150 +12%
SCM
1555
Southport Capital Management
Tennessee
$246K +$3.5K +21 +2%
IA
1556
Inspire Advisors
Idaho
$246K +$233K +1,396 New
SAM
1557
SignalPoint Asset Management
Missouri
$245K -$15.8K -95 -6%
WJA
1558
Willis Johnson & Associates
Texas
$245K +$231K +1,386 New
MIA
1559
MainStreet Investment Advisors
Illinois
$244K -$39.7K -238 -15%
CTA
1560
Colonial Trust Advisors
South Carolina
$244K +$231K +1,382 New
SW
1561
SlateStone Wealth
Florida
$243K +$12.2K +73 +6%
WR
1562
WD Rutherford
Oregon
$243K +$229K +1,375 New
AFAS
1563
Acorn Financial Advisory Services
Virginia
$242K +$16.7K +100 +8%
PWAP
1564
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$242K +$229K +1,373 New
CAM
1565
Cypress Asset Management
Texas
$241K
SB
1566
Strategic Blueprint
Georgia
$239K -$76.4K -458 -25%
CIP
1567
Capital Insight Partners
Arizona
$239K
WA
1568
Wealth Alliance
New York
$239K +$13.5K +81 +6%
HFG
1569
Heron Financial Group
New York
$238K -$46.7K -280 -18%
GA
1570
Geller Advisors
New York
$238K +$193K +1,155 New
EWM
1571
EPG Wealth Management
Georgia
$238K +$225K +1,351 New
HPC
1572
Hobart Private Capital
North Carolina
$237K +$224K +1,342 New
MWM
1573
Modera Wealth Management
New Jersey
$236K +$222K +1,332 New
AWA
1574
Acorn Wealth Advisors
Michigan
$236K +$223K +1,339 New
VFM
1575
Vivid Financial Management
California
$235K -$6.34K -38 -3%