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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1876
Hartford Financial Management
Connecticut
$93K +$32 +1 +0%
AIM
1877
Arcadia Investment Management
Michigan
$92K +$15.4K +475 +21%
IUHSA
1878
Itau Unibanco Holding S.A.
Brazil
$92K +$16.5K +508 +23%
BWA
1879
Burt Wealth Advisors
Maryland
$89K +$4.44K +137 +5%
WA
1880
Winfield Associates
Ohio
$89K +$9.57K +295 +13%
BIG
1881
Bellwether Investment Group
Tennessee
$88K -$147K -4,519 -63%
OSAM
1882
O'Shaughnessy Asset Management
Connecticut
$82K -$1.38M -42,689 -95%
TIM
1883
Tortoise Investment Management
New York
$82K +$16.2K +500 +26%
MWM
1884
MinichMacGregor Wealth Management
New York
$70K +$14.5K +446 +27%
BHIA
1885
Birch Hill Investment Advisors
Massachusetts
$66K +$63.4K +1,955 New
DOA
1886
D'Orazio & Associates
Virginia
$65K – – –
RI
1887
Redwood Investments
Massachusetts
$61K – – –
TFO
1888
Tarbox Family Office
California
$60K – – –
VCM
1889
Versant Capital Management
Arizona
$55K +$1.52K +47 +3%
GBT
1890
Grove Bank & Trust
Florida
$51K – – –
SA
1891
SRH Advisors
Kansas
$47K – – –
WP
1892
WealthPLAN Partners
Nebraska
$46.6K +$45.8K +1,412 New
NO
1893
Ninety One
South Africa
$46K -$1.34M -41,273 -97%
AWMS
1894
Advocacy Wealth Management Services
Georgia
$46K -$1.04K -32 -2%
RPG
1895
Risk Paradigm Group
Texas
$45.7K -$86.1K -2,656 -66%
CJA
1896
C-J Advisory
California
$44K -$5.51K -170 -12%
GBBWRPM
1897
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$43K -$48.5K -1,494 -54%
PCFFS
1898
Pacific Center for Financial Services
California
$39K – – –
AFIA
1899
America First Investment Advisors
Nebraska
$39K +$34.1K +1,050 +1,050%
APSP
1900
Asset Planning Services (Pennsylvania)
Pennsylvania
$38K -$8.56K -264 -19%