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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1326
Syntal Capital Partners
Texas
$584K -$138K -1,190 -20%
TFF
1327
The Family Firm
Maryland
$583K +$1.04K +9 +0.2%
PCM
1328
Princeton Capital Management
New Jersey
$581K – – –
GAAM
1329
Guinness Atkinson Asset Management
California
$581K -$24K -207 -4%
TA
1330
Tectonic Advisors
Texas
$581K -$29K -250 -5%
WA
1331
Waverly Advisors
Alabama
$581K +$11.6K +100 +2%
AIM
1332
Aspen Investment Management
Michigan
$580K +$9.87K +85 +2%
9WM
1333
9258 Wealth Management
Ohio
$579K +$85.2K +734 +18%
SP
1334
Successful Portfolios
Florida
$577K -$8.47K -73 -1%
MTC
1335
McDaniel Terry & Co
Texas
$574K – – –
BFPW
1336
BOK Financial Private Wealth
Colorado
$573K – – –
WANY
1337
Wealthspire Advisors (New York)
New York
$573K +$242K +2,083 +77%
BMO
1338
Beck Mack & Oliver
New York
$572K -$138K -1,186 -20%
SFS
1339
Stiles Financial Services
Minnesota
$572K +$89.4K +770 +19%
EI
1340
Ethic Inc
New York
$570K +$34.4K +296 +7%
VAS
1341
Vestmark Advisory Solutions
Massachusetts
$569K -$3.1M -26,666 -85%
HIP
1342
Harrell Investment Partners
Texas
$567K +$929 +8 +0.2%
MIP
1343
Marietta Investment Partners
Wisconsin
$565K – – –
GCAC
1344
Guardian Capital Advisors (Canada)
Ontario, Canada
$564K -$83.7K -721 -13%
CFS
1345
CRA Financial Services
New Jersey
$563K +$10.3K +89 +2%
MFA
1346
Mayflower Financial Advisors
Massachusetts
$563K +$7.89K +68 +1%
BS
1347
Bessemer Securities
New York
$562K -$657K -5,657 -55%
HCP
1348
Hexagon Capital Partners
Arkansas
$560K +$34.6K +298 +7%
LB
1349
Legacy Bridge
Iowa
$559K – – –
FPGT
1350
Financial Partners Group (Tennessee)
Tennessee
$559K +$2.09K +18 +0.4%
52 53
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55 56