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Name Holding Trade Value Shares
Change
Change in
Stake
BCAM
1876
Boston Common Asset Management
Massachusetts
$657K -$82.2K -663 -11%
AIP
1877
ARS Investment Partners
New York
$657K -$49.6K -400 -7%
PMG
1878
ProVise Management Group
Florida
$656K -$89.6K -723 -12%
BWM
1879
Baystate Wealth Management
Massachusetts
$655K +$1.49K +12 +0.2%
CIM
1880
CIM Investment Management
Pennsylvania
$654K -$744 -6 -0.1%
WCA
1881
Waypoint Capital Advisors
Minnesota
$654K +$1.74K +14 +0.3%
FWM
1882
Fairhaven Wealth Management
Illinois
$653K +$17.2K +139 +3%
SAM
1883
Simplify Asset Management
Nevada
$653K +$70.2K +566 +11%
BP
1884
Broadleaf Partners
Ohio
$652K
MCM
1885
Magnolia Capital Management
New York
$651K
NF
1886
Nikulski Financial
Iowa
$650K +$87.4K +705 +15%
AGP
1887
Autumn Glory Partners
Texas
$649K -$223K -1,798 -25%
IPW
1888
Inlet Private Wealth
Florida
$646K
LFA
1889
Legacy Financial Advisors
Kentucky
$645K +$43.3K +349 +7%
BEC
1890
Blue Edge Capital
Virginia
$644K +$27.9K +225 +4%
PAM
1891
Paradigm Asset Management
New York
$639K
FFA
1892
Founders Financial Alliance
North Carolina
$639K -$7.81K -63 -1%
ESBC
1893
E.S. Barr & Co
Kentucky
$638K
B
1894
Barings
North Carolina
$636K -$601K -4,851 -47%
RF
1895
Resolute Financial
Massachusetts
$636K -$84.2K -679 -11%
RCA
1896
Ranch Capital Advisors
Florida
$634K +$124 +1 +0%
MWM
1897
MBE Wealth Management
Wisconsin
$634K +$248 +2 +0%
MWPCG
1898
Measured Wealth Private Client Group
New Hampshire
$633K +$3.84K +31 +0.6%
GTCM
1899
Gyon Technologies Capital Management
New Jersey
$633K +$663K +5,347 New
VWM
1900
Vigilare Wealth Management
Arizona
$631K -$453K -3,657 -41%