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Name Holding Trade Value Shares
Change
Change in
Stake
DFA
1601
Delta Financial Advisors
Louisiana
$5.78M +$5.69M +116,784 New
PHS
1602
Pekin Hardy Strauss
Illinois
$5.77M -$593K -12,168 -9%
CC
1603
Capital Counsel
New York
$5.77M -$585 -12 -0%
RCA
1604
Rowland Carmichael Advisors
Arizona
$5.77M -$11.9K -244 -0.2%
ZAM
1605
Zevin Asset Management
Massachusetts
$5.74M +$3.51K +72 +0.1%
TAM
1606
Tradition Asset Management
Virginia
$5.73M +$5.65M +115,900 New
FCMT
1607
Founders Capital Management (Texas)
Texas
$5.73M -$9.74K -200 -0.2%
VAS
1608
Vestmark Advisory Solutions
Massachusetts
$5.72M +$260K +5,340 +5%
MWM
1609
Merriman Wealth Management
Washington
$5.7M -$900K -18,468 -14%
LCM
1610
Lucas Capital Management
New Jersey
$5.69M -$425K -8,716 -7%
BI
1611
Bredin Investment
Delaware
$5.69M
CA
1612
Continuum Advisory
Idaho
$5.69M -$257K -5,280 -4%
PP
1613
PagnatoKarp Partners
Virginia
$5.66M +$283K +5,812 +5%
S
1614
SimplyRich
California
$5.66M
SS
1615
Sunbelt Securities
Texas
$5.66M +$269K +5,528 +5%
LCC
1616
Lincoln Capital Corp
Rhode Island
$5.66M -$3.31K -68 -0.1%
AIA
1617
AIMZ Investment Advisors
California
$5.66M +$195 +4 +0%
CSA
1618
Cottage Street Advisors
Massachusetts
$5.64M +$199K +4,084 +4%
EML
1619
Eos Management LP
New York
$5.62M
WA
1620
WealthTrust Axiom
Pennsylvania
$5.61M -$321K -6,584 -5%
FWM
1621
Focused Wealth Management
New York
$5.58M +$5.5M +112,840 New
VanEck Associates
1622
VanEck Associates
New York
$5.58M +$488K +10,012 +10%
BBWA
1623
Bell & Brown Wealth Advisors
California
$5.58M +$75.8K +1,556 +1%
GRP
1624
Global Retirement Partners
California
$5.56M +$484K +9,940 +10%
BRM
1625
Boston Research & Management
Massachusetts
$5.56M