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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
3201
BigSur Wealth Management
Florida
$225K
MIM
3202
Merrion Investment Management
New Jersey
$225K
NIM
3203
Nexus Investment Management
Ontario, Canada
$225K
W
3204
WealthOne
New York
$225K +$4.01K +18 +2%
RP
3205
Rowlandmiller & Partners
Georgia
$224K -$40.3K -181 -15%
POIA
3206
Pin Oak Investment Advisors
Texas
$224K +$75.5K +339 +52%
BSAM
3207
Blue Square Asset Management
New York
$224K
ST
3208
Sabal Trust
Florida
$223K -$175K -788 -44%
FWP
3209
Falcon Wealth Planning
California
$222K +$2.45K +11 +1%
LA
3210
Lifeworks Advisors
Michigan
$222K +$219K +983 New
WCFA
3211
Walkner Condon Financial Advisors
Wisconsin
$221K +$219K +983 New
HIG
3212
Heritage Investment Group
Florida
$221K
EWM
3213
Edge Wealth Management
New York
$221K
RIS
3214
Retirement Income Solutions
Michigan
$220K +$217K +975 New
JWA
3215
JFS Wealth Advisors
Pennsylvania
$220K -$4.45K -20 -2%
TW
3216
Towerpoint Wealth
California
$220K +$217K +974 New
HCM
3217
Hilton Capital Management
New York
$219K +$235K +1,056 New
ONST
3218
Old North State Trust
North Carolina
$219K
CW
3219
Cook Wealth
North Carolina
$219K -$5.57K -25 -3%
TWP
3220
Tempus Wealth Planning
California
$219K -$113K -506 -34%
AW
3221
Apricus Wealth
South Carolina
$218K
4WM
3222
4J Wealth Management
Virginia
$217K -$1.78K -8 -0.8%
GWI
3223
Grace & White Inc
New York
$216K +$214K +960 New
JJBC
3224
James J. Burns & Company
New York
$216K +$213K +955 New
WQ
3225
Wealth Quarterback
New Jersey
$215K -$5.57K -25 -3%