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Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
1551
Zevin Asset Management
Massachusetts
$919K -$32K -305 -3%
FCB
1552
First County Bank
Connecticut
$919K +$8.19K +78 +0.8%
WP
1553
WealthSource Partners
California
$917K -$12.5K -119 -1%
Group One Trading
1554
Group One Trading
Illinois
$915K +$992K +9,447 New
FAM
1555
Formidable Asset Management
Ohio
$915K +$1.36K +13 +0.1%
South Dakota Investment Council
1556
South Dakota Investment Council
South Dakota
$914K -$136K -1,296 -12%
FMLI
1557
Fukoku Mutual Life Insurance
Japan
$913K -$60.6K -577 -6%
PWM
1558
Peterson Wealth Management
Nevada
$913K -$124K -1,185 -11%
GHAM
1559
Gilman Hill Asset Management
Connecticut
$913K -$105 -1 -0%
IAIM
1560
International Assets Investment Management
Florida
$912K +$197K +1,874 +24%
MPPLM
1561
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$905K +$70.5K +671 +8%
OMIC
1562
Old Mission Investment Co
Michigan
$904K -$21K -200 -2%
BCM
1563
Brown Capital Management
Maryland
$902K -$24.7K -235 -2%
BMC
1564
Benin Management Corp
Connecticut
$901K -$1.05K -10 -0.1%
AIM
1565
Arcadia Investment Management
Michigan
$900K -$20.9K -199 -2%
LRPA
1566
L. Roy Papp & Associates
Arizona
$900K -$29.4K -280 -3%
RVPG
1567
Relative Value Partners Group
$898K +$142K +1,349 +17%
TIMH
1568
Tilt Investment Management Holdings
New York
$896K – – –
Farther Finance Advisors
1569
Farther Finance Advisors
California
$894K +$105K +1,001 +12%
Avidian Wealth Enterprises
1570
Avidian Wealth Enterprises
Texas
$894K -$85.6K -815 -8%
CIA
1571
Citadel Investment Advisory
Ohio
$892K – – –
PP
1572
PrairieView Partners
Minnesota
$892K – – –
QPW
1573
Quantum Private Wealth
Florida
$886K -$15.2K -145 -2%
Americana Partners
1574
Americana Partners
Texas
$884K +$302K +2,875 +48%
TIA
1575
Tiemann Investment Advisors
California
$881K -$39.4K -375 -4%