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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
2176
Tradewinds Capital Management
Washington
$432K +$42.6K +707 +11%
NPPM
2177
North Point Portfolio Managers
Ohio
$430K – – –
MA
2178
MONECO Advisors
Connecticut
$430K +$21.3K +353 +5%
LWA
2179
Lineweaver Wealth Advisors
Ohio
$430K +$423K +7,006 New
BMC
2180
Benin Management Corp
Connecticut
$428K +$28.7K +475 +7%
HCM
2181
Hilton Capital Management
New York
$427K +$9.35K +155 +2%
MTC
2182
McDaniel Terry & Co
Texas
$427K +$54.2K +899 +15%
BOM
2183
Bank of Marin
California
$427K +$420K +6,962 New
FP
2184
Fiduciary Planning
Florida
$427K +$424K +7,029 New
GD
2185
Grandfield & Dodd
New York
$426K +$10.1K +168 +2%
SRC
2186
Sage Rhino Capital
California
$426K +$12.4K +205 +3%
HWMG
2187
Hurlow Wealth Management Group
Indiana
$426K +$55K +911 +14%
BFC
2188
Bedel Financial Consulting
Indiana
$425K +$4.52K +75 +1%
PAG
2189
Pinnacle Advisory Group
Maryland
$425K +$10.3K +171 +3%
HIIFS
2190
Harel Insurance Investments & Financial Services
Israel
$424K +$13.2K +219 +3%
Fiera Capital (Canada)
2191
Fiera Capital (Canada)
Quebec, Canada
$424K +$121K +2,001 +41%
MW
2192
Marcum Wealth
Ohio
$423K +$416K +6,894 New
SBL
2193
Sargent Bickham Lagudis
Colorado
$422K +$82.6K +1,369 +25%
FSCM
2194
Front Street Capital Management
Montana
$421K -$11K -183 -3%
MAM
2195
Marotta Asset Management
Virginia
$420K +$437K +7,240 New
AIA
2196
AIMZ Investment Advisors
California
$418K -$6.03K -100 -1%
HCM
2197
Huber Capital Management
California
$418K – – –
JF
2198
JSF Financial
California
$417K – – –
WAG
2199
Winthrop Advisory Group
Massachusetts
$417K +$59K +978 +17%
BCM
2200
Buckhead Capital Management
Georgia
$416K -$52.1K -863 -11%