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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1551
Weatherly Asset Management
California
$971K -$14.5K -50 -1%
NFA
1552
Northern Financial Advisors
Michigan
$965K -$16.5K -57 -2%
BMC
1553
Beaton Management Company
Massachusetts
$962K -$15.1K -52 -2%
VFA
1554
Voya Financial Advisors
Connecticut
$962K -$92.5K -319 -8%
CAM
1555
Covenant Asset Management
New Jersey
$960K -$40K -138 -4%
FCCM
1556
First City Capital Management
Georgia
$960K
ESB
1557
Essex Savings Bank
Connecticut
$959K -$11K -38 -1%
SWM
1558
Spire Wealth Management
Virginia
$959K +$30.7K +106 +3%
BCM
1559
Bourgeon Capital Management
Connecticut
$958K -$290 -1 -0%
HBW
1560
Hazlett, Burt & Watson
West Virginia
$956K +$35.4K +122 +4%
HFS
1561
Hantz Financial Services
Michigan
$955K -$329K -1,133 -25%
CAM
1562
Cidel Asset Management
Ontario, Canada
$954K +$40K +138 +4%
PFW
1563
Petros Family Wealth
Minnesota
$952K +$27.8K +96 +3%
EFA
1564
Evernest Financial Advisors
Indiana
$950K +$14.2K +49 +1%
SIA
1565
SGL Investment Advisors
Montana
$948K +$319K +1,101 +52%
ZAM
1566
Zevin Asset Management
Massachusetts
$947K +$110K +379 +13%
CAC
1567
Core Alternative Capital
Georgia
$944K -$219K -756 -18%
ST
1568
Smithfield Trust
Pennsylvania
$942K -$64.4K -222 -6%
LAM
1569
Lummis Asset Management
Texas
$941K
TPWM
1570
Twelve Points Wealth Management
Massachusetts
$938K -$82.7K -285 -8%
MAWA
1571
Moss Adams Wealth Advisors
Washington
$938K -$7.54K -26 -0.8%
A
1572
AlphaQuest
New York
$937K +$963K +3,321 New
PPW
1573
Pasadena Private Wealth
California
$937K
GAA
1574
Global Assets Advisory
Florida
$937K +$113K +389 +13%
MFS
1575
Mattson Financial Services
Michigan
$936K +$8.12K +28 +0.9%