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Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
1126
Zevin Asset Management
Massachusetts
$16.4M +$178K +1,325 +1%
QPW
1127
Quantum Private Wealth
Florida
$16.4M +$190K +1,419 +1%
MAA
1128
Matrix Asset Advisors
New York
$16.3M -$79.5K -593 -0.5%
EVM
1129
Evelyn V. Moreno
$16.3M -$89.1K -665 -0.5%
DLCIG
1130
D.L. Carlson Investment Group
New Hampshire
$16.3M -$247K -1,847 -1%
PIM
1131
Progressive Investment Management
Oregon
$16.2M -$85.6K -639 -0.5%
BFEC
1132
Benjamin F. Edwards & Company
Missouri
$16.2M +$900K +6,719 +6%
CCM
1133
Conway Capital Management
California
$16.2M +$265K +1,975 +2%
KWA
1134
Kingswood Wealth Advisors
California
$16.2M -$2.95M -21,987 -37%
MAM
1135
Meeder Asset Management
Ohio
$16.2M +$13.7M +102,133 +408%
CP
1136
CenterBook Partners
Connecticut
$16.1M +$8.76M +65,359 +106%
SW
1137
Solidarity Wealth
Utah
$16.1M +$3.56M +26,556 +26%
HFM
1138
Harvest Fund Management
China
$16.1M +$286K +2,132 +2%
TP
1139
TenCore Partners
New York
$16.1M -$11.2M -83,922 -40%
CCM
1140
Coerente Capital Management
Ontario, Canada
$16.1M +$28.3K +211 +0.2%
JWM
1141
Jessup Wealth Management
Ohio
$16M -$7.39M -55,182 -31%
LCS
1142
Levin Capital Strategies
New York
$15.9M -$121K -900 -0.7%
MWM
1143
Mission Wealth Management
California
$15.9M -$1.42M -10,624 -8%
AWM
1144
Avitas Wealth Management
California
$15.8M -$414K -3,090 -2%
RCP
1145
Rothschild Capital Partners
New York
$15.8M
AP
1146
Americana Partners
Texas
$15.8M +$6.33M +47,251 +56%
MTC
1147
McDaniel Terry & Co
Texas
$15.8M +$394K +2,943 +2%
SWA
1148
Stratos Wealth Advisors
Ohio
$15.8M +$2.62M +19,554 +19%
VEPM
1149
Vista Equity Partners Management
California
$15.6M -$8.75M -65,294 -35%
TFA
1150
Teamwork Financial Advisors
Texas
$15.6M +$1.18M +8,833 +8%