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Name Holding Trade Value Shares
Change
Change in
Stake
LB
1951
Legacy Bridge
Iowa
$483K – – –
OPOWM
1952
One Plus One Wealth Management
Florida
$482K +$476K +4,020 New
CIP
1953
Convergence Investment Partners
Florida
$481K -$9.24K -78 -2%
MPW
1954
Monterey Private Wealth
California
$481K +$118 +1 +0%
CAN
1955
Claraphi Advisory Network
United States
$480K +$5.21K +44 +1%
SRC
1956
Stone Run Capital
New York
$479K – – –
CWM
1957
Cranbrook Wealth Management
Michigan
$479K +$14.9K +126 +3%
CCM
1958
Crew Capital Management
Ohio
$479K +$474K +3,999 New
SIC
1959
Sigma Investment Counselors
Michigan
$478K +$35.5K +300 +8%
SHA
1960
Seneca House Advisors
Virginia
$477K -$7.23K -61 -2%
AWM
1961
Atticus Wealth Management
Florida
$477K +$355 +3 +0.1%
DA
1962
Detalus Advisors
Missouri
$476K -$29.6K -250 -6%
DW
1963
Domani Wealth
Pennsylvania
$475K +$73K +616 +18%
MSA
1964
Marino Stram & Associates
Massachusetts
$474K +$118 +1 +0%
GAM
1965
Gemmer Asset Management
California
$474K +$173K +1,457 +58%
LA
1966
LVW Advisors
New York
$473K – – –
GB
1967
Goepper Burkhardt
South Carolina
$473K +$12K +101 +3%
GC
1968
Globeflex Capital
California
$473K +$466K +3,931 +19,655%
EFM
1969
E Fund Management
China
$473K +$468K +3,947 New
HCM
1970
Hollencrest Capital Management
California
$472K -$15.6K -132 -3%
GAM
1971
Gould Asset Management
California
$472K -$5.33K -45 -1%
D
1972
Diversified
Delaware
$472K +$2.13K +18 +0.5%
SMG
1973
Spectrum Management Group
Indiana
$471K – – –
GAM
1974
Grandview Asset Management
Pennsylvania
$468K -$71.8K -606 -13%
LCS
1975
Levin Capital Strategies
New York
$467K – – –