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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1951
Allen Investment Management
New York
$783K – – –
CIM
1952
CIM Investment Management
Pennsylvania
$781K – – –
H
1953
HoyleCohen
California
$781K -$47.7K -956 -6%
SBF
1954
Sara-Bay Financial
Florida
$779K +$4.04K +81 +0.5%
MFWP
1955
Mosaic Family Wealth Partners
Missouri
$779K +$1.25K +25 +0.2%
CCIA
1956
Campbell & Co Investment Adviser
Maryland
$779K +$528K +10,575 +210%
MWM
1957
Modern Wealth Management
Kansas
$778K +$778K +15,597 New
GAA
1958
Green Alpha Advisors
Colorado
$778K -$2.54K -51 -0.3%
HWMA
1959
Heritage Wealth Management (Arizona)
Arizona
$777K -$34.7K -696 -4%
ADMI
1960
Albert D. Mason Inc
Massachusetts
$777K -$20.1K -403 -3%
AP
1961
Appleton Partners
Massachusetts
$776K -$2.75M -55,036 -78%
MCCP
1962
Mission Creek Capital Partners
California
$775K -$271K -5,437 -26%
HCM
1963
Howland Capital Management
Massachusetts
$774K -$67.2K -1,346 -8%
SAA
1964
Southeast Asset Advisors
Georgia
$774K +$2.84K +57 +0.4%
ZIG
1965
Zullo Investment Group
Pennsylvania
$774K +$2.84K +57 +0.4%
MSR
1966
Main Street Research
Connecticut
$773K +$210K +4,216 +37%
FAFN
1967
First Affirmative Financial Network
Colorado
$772K -$4.29K -86 -0.6%
FWP
1968
FAS Wealth Partners
Kansas
$770K -$12.8K -257 -2%
E3F
1969
Eight 31 Financial
Texas
$770K -$390K -7,818 -34%
SF
1970
Symphony Financial
Texas
$769K +$6.59K +132 +0.9%
MF
1971
Meridian Financial
Massachusetts
$769K -$24.9K -500 -3%
UAML
1972
US Asset Management LLC
Pennsylvania
$769K -$15.1K -303 -2%
CWM
1973
Calamos Wealth Management
Illinois
$769K -$81.4K -1,631 -10%
MCWA
1974
Meadow Creek Wealth Advisors
Georgia
$768K +$95K +1,905 +14%
CCAL
1975
City Center Advisors LLC
Michigan
$768K +$768K +15,396 New
77 78
79
80 81