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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1551
TRUE Private Wealth Advisors
Oregon
$632K +$7.25K +15 +1%
TCM
1552
TimesSquare Capital Management
New York
$632K +$133K +275 +28%
GC
1553
Grace Capital
Massachusetts
$631K -$33.3K -69 -5%
ECAM
1554
East Coast Asset Management
Massachusetts
$629K
SWA
1555
Sutton Wealth Advisors
Florida
$629K +$6.28K +13 +1%
EWM
1556
Evermay Wealth Management
Virginia
$627K -$119K -246 -16%
CWM
1557
Circle Wealth Management
New Jersey
$624K +$73.9K +153 +14%
GDP
1558
Great Diamond Partners
Maine
$622K +$17.4K +36 +3%
GFS
1559
GYL Financial Synergies
Connecticut
$621K -$7.25K -15 -1%
MA
1560
MJP Associates
Connecticut
$621K +$600K +1,241 New
POIA
1561
Pin Oak Investment Advisors
Texas
$620K
FBT
1562
First Bank & Trust
South Dakota
$615K -$259K -537 -30%
AIM
1563
Alhambra Investment Management
Florida
$613K
AA
1564
AlphaMark Advisors
Kentucky
$611K
WA
1565
Wambolt & Associates
Colorado
$611K +$12.1K +25 +2%
TFA
1566
Toth Financial Advisory
Virginia
$610K -$582K -1,205 -50%
GKFF
1567
George Kaiser Family Foundation
Oklahoma
$604K
BS
1568
Boenning & Scattergood
Pennsylvania
$604K +$13.5K +28 +2%
FI
1569
Fosun International
China
$603K +$96.6K +200 +20%
Verition Fund Management
1570
Verition Fund Management
Connecticut
$600K +$44.4K +92 +8%
CWP
1571
Curated Wealth Partners
California
$598K +$578K +1,196 New
WIA
1572
World Investment Advisors
California
$596K +$577K +1,194 New
BZWA
1573
Blue Zone Wealth Advisors
California
$595K +$105K +218 +22%
SI
1574
Scharf Investments
California
$595K +$256K +530 +80%
NERM
1575
New England Research & Management
Illinois
$593K -$21.7K -45 -4%