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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1851
Southport Capital Management
Tennessee
$284K
TFF
1852
The Family Firm
Maryland
$284K +$334 +4 +0.1%
FM
1853
Family Management
New York
$282K +$8.18K +98 +3%
NF
1854
Nikulski Financial
Iowa
$282K +$12.5K +150 +4%
CYG
1855
Clean Yield Group
Vermont
$281K -$701K -8,400 -70%
TAM
1856
Trillium Asset Management
Massachusetts
$281K -$22.1K -265 -7%
FSA
1857
Franklin Street Advisors
North Carolina
$281K -$1.08K -13 -0.4%
WAS
1858
Wealth Advisory Solutions
Indiana
$281K +$297K +3,563 New
SIC
1859
Samalin Investment Counsel
New York
$278K -$73.7K -883 -20%
SCM
1860
Stonehearth Capital Management
Massachusetts
$278K
GCM
1861
Gables Capital Management
Florida
$277K
CCP
1862
Clarkston Capital Partners
Michigan
$276K
LBA
1863
Lowell Blake & Associates
Massachusetts
$276K
FA
1864
FCG Advisors
New Jersey
$276K +$18.9K +226 +7%
AA
1865
Alesco Advisors
New York
$274K
MOS
1866
MGO One Seven
Ohio
$274K +$11.9K +143 +4%
CA
1867
Cornerstone Advisory
Maryland
$274K +$93.4K +1,119 +48%
OR
1868
Olympiad Research
Connecticut
$274K +$290K +3,475 New
RPWA
1869
Regent Peak Wealth Advisors
Georgia
$272K -$2.92K -35 -1%
CWM
1870
Circle Wealth Management
New Jersey
$272K +$34.8K +417 +14%
WG
1871
Watchman Group
Texas
$271K +$8.34K +100 +3%
SFM
1872
Systematic Financial Management
New Jersey
$268K
DA
1873
Detalus Advisors
Missouri
$267K +$417 +5 +0.1%
PA
1874
Procyon Advisors
Connecticut
$267K +$17.6K +211 +7%
BCA
1875
Berman Capital Advisors
Georgia
$267K +$60.7K +727 +27%