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Name Holding Trade Value Shares
Change
Change in
Stake
WDA
1626
Wendell David Associates
New Hampshire
$301K – – –
FM
1627
Family Management
New York
$300K +$3.95K +6 +1%
AIP
1628
Almanack Investment Partners
Pennsylvania
$299K +$276K +419 New
EI
1629
Ellevest Inc
New York
$297K +$286K +434 New
AI
1630
Axiom Investors
Connecticut
$296K +$273K +415 New
AIA
1631
Allied Investment Advisors
Montana
$295K – – –
SEP
1632
Southland Equity Partners
Missouri
$295K +$15.8K +24 +6%
MW
1633
MBL Wealth
North Carolina
$295K +$272K +413 New
FMTC
1634
Farmers & Merchants Trust Company
California
$294K -$29.6K -45 -10%
PCS
1635
Personal CFO Solutions
New Jersey
$293K +$2.64K +4 +1%
EI
1636
EDMP Inc
Florida
$292K -$2.32M -3,519 -90%
GC
1637
Grimes & Company
Massachusetts
$292K +$6.59K +10 +3%
FCM
1638
Fortis Capital Management
Washington
$292K +$269K +409 New
SWGC
1639
Summit Wealth Group (Colorado)
Colorado
$292K +$21.1K +32 +8%
MAM
1640
Mainsail Asset Management
Alabama
$291K +$18.4K +28 +7%
LSIA
1641
LaSalle St. Investment Advisors
Illinois
$291K -$65.2K -99 -20%
UOTTAIMCU
1642
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$290K +$268K +406 New
GBT
1643
Grove Bank & Trust
Florida
$289K – – –
NPA
1644
Nichols & Pratt Advisers
Massachusetts
$289K – – –
IIL
1645
Income Insurance Ltd
$288K – – –
AIP
1646
Avail Investment Partners
Pennsylvania
$288K +$266K +404 New
FFM
1647
Forum Financial Management
Illinois
$287K +$15.8K +24 +6%
NRC
1648
New Republic Capital
North Carolina
$287K +$265K +402 New
MF
1649
Manchester Financial
California
$286K -$13.8K -21 -5%
TFA
1650
Toth Financial Advisory
Virginia
$286K -$10.5K -16 -4%