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Name Holding Trade Value Shares
Change
Change in
Stake
NPPM
2176
North Point Portfolio Managers
Ohio
$430K
MA
2177
MONECO Advisors
Connecticut
$430K +$21.3K +353 +5%
LWA
2178
Lineweaver Wealth Advisors
Ohio
$430K +$423K +7,006 New
BMC
2179
Benin Management Corp
Connecticut
$428K +$28.7K +475 +7%
HCM
2180
Hilton Capital Management
New York
$427K +$9.35K +155 +2%
MTC
2181
McDaniel Terry & Co
Texas
$427K +$54.2K +899 +15%
BOM
2182
Bank of Marin
California
$427K +$420K +6,962 New
FP
2183
Fiduciary Planning
Florida
$427K +$424K +7,029 New
GD
2184
Grandfield & Dodd
New York
$426K +$10.1K +168 +2%
SRC
2185
Sage Rhino Capital
California
$426K +$12.4K +205 +3%
HWMG
2186
Hurlow Wealth Management Group
Indiana
$426K +$55K +911 +14%
BFC
2187
Bedel Financial Consulting
Indiana
$425K +$4.52K +75 +1%
PAG
2188
Pinnacle Advisory Group
Maryland
$425K +$10.3K +171 +3%
HIIFS
2189
Harel Insurance Investments & Financial Services
Israel
$424K +$13.2K +219 +3%
Fiera Capital (Canada)
2190
Fiera Capital (Canada)
Quebec, Canada
$424K +$121K +2,001 +41%
MW
2191
Marcum Wealth
Ohio
$423K +$416K +6,894 New
SBL
2192
Sargent Bickham Lagudis
Colorado
$422K +$82.6K +1,369 +25%
FSCM
2193
Front Street Capital Management
Montana
$421K -$11K -183 -3%
MAM
2194
Marotta Asset Management
Virginia
$420K +$437K +7,240 New
AIA
2195
AIMZ Investment Advisors
California
$418K -$6.03K -100 -1%
HCM
2196
Huber Capital Management
California
$418K
JF
2197
JSF Financial
California
$417K
WAG
2198
Winthrop Advisory Group
Massachusetts
$417K +$59K +978 +17%
BCM
2199
Buckhead Capital Management
Georgia
$416K -$52.1K -863 -11%
PBO
2200
Peoples Bank (Ohio)
Ohio
$416K -$15.1K -250 -4%