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Name Holding Trade Value Shares
Change
Change in
Stake
SI
2151
Seeds Investor
New York
$396K +$149K +506 +67%
ZAM
2152
Zevin Asset Management
Massachusetts
$395K -$17.6K -60 -5%
ORC
2153
O'Rourke & Company
Massachusetts
$394K +$881 +3 +0.2%
KFS
2154
Kaizen Financial Strategies
California
$393K -$13.5K -46 -4%
SWM
2155
SFG Wealth Management
Maryland
$391K -$69K -235 -16%
FFG
2156
Fiduciary Financial Group
California
$390K +$344K +1,172 New
FSC
2157
Full Sail Capital
Oklahoma
$390K +$1.76K +6 +0.5%
CWM
2158
C2C Wealth Management
Arizona
$389K
SCM
2159
Silvant Capital Management
Georgia
$389K
FA
2160
Financial Advisors
Massachusetts
$389K
EBA
2161
Eagle Bay Advisors
New York
$388K +$81.1K +276 +29%
AC
2162
Apella Capital
Connecticut
$388K +$13.2K +45 +4%
IC
2163
Inscription Capital
Texas
$387K +$4.41K +15 +1%
GWM
2164
Gray Wealth Management
Maine
$387K +$588 +2 +0.2%
BRM
2165
Boston Research & Management
Massachusetts
$386K
ACA
2166
Anchor Capital Advisors
Massachusetts
$386K
GC
2167
Globeflex Capital
California
$386K
SCP
2168
Sivia Capital Partners
California
$385K +$51.7K +176 +17%
RWM
2169
Rockline Wealth Management
New York
$383K -$5.88K -20 -2%
DPIM
2170
Duff & Phelps Investment Management
Illinois
$382K -$1.45M -4,946 -80%
SAM
2171
SignalPoint Asset Management
Missouri
$382K +$11.2K +38 +3%
OC
2172
Oakworth Capital
Alabama
$382K -$35.8K -122 -9%
TW
2173
Transform Wealth
Colorado
$381K -$13.8K -47 -4%
MWPCG
2174
Measured Wealth Private Client Group
New Hampshire
$380K +$1.18K +4 +0.3%
ACM
2175
Aljian Capital Management
Nevada
$380K