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Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
2426
Zevin Asset Management
Massachusetts
$253K
AWAP
2427
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$252K -$16.3K -309 -6%
SFMG
2428
Sage Financial Management Group
Virginia
$252K
MAM
2429
McLean Asset Management
Virginia
$252K +$4.1K +78 +2%
CIAS
2430
CFS Investment Advisory Services
New Jersey
$252K +$250K +4,752 New
CFAM
2431
Center For Asset Management
Florida
$252K +$250K +4,759 New
MCA
2432
Mercer Capital Advisers
New Jersey
$250K
WWP
2433
Waypoint Wealth Partners
California
$249K -$19.7K -374 -7%
KWMG
2434
King Wealth Management Group
Florida
$249K +$14.4K +273 +6%
JAM
2435
Jupiter Asset Management
United Kingdom
$248K -$13.9M -263,306 -98%
LC
2436
Lincoln Capital
Nebraska
$247K
FI
2437
Financial Insights
Washington
$246K +$894 +17 +0.4%
QSS
2438
Quantitative Systematic Strategies
Florida
$246K -$3.35M -63,770 -93%
NEPPG
2439
New England Professional Planning Group
Rhode Island
$246K -$14.8K -282 -6%
ARMC
2440
American Research & Management Company
Massachusetts
$246K
MWM
2441
Maltin Wealth Management
New Jersey
$246K +$1.16K +22 +0.5%
LL
2442
LPWM LLC
Minnesota
$246K +$5.26K +100 +2%
NWM
2443
Northwest Wealth Management
Iowa
$246K +$244K +4,642 New
VCG
2444
Vantage Consulting Group
Virginia
$246K +$244K +4,642 New
AW
2445
Alaethes Wealth
Nevada
$245K -$1.47K -28 -0.6%
SNB
2446
Security National Bank
Nebraska
$245K
AIM
2447
Avity Investment Management
Connecticut
$245K +$243K +4,627 New
EIA
2448
Edgemoor Investment Advisors
Maryland
$244K -$9.52K -181 -4%
TA
2449
Trellis Advisors
Washington
$244K -$947 -18 -0.4%
ZF
2450
Zhang Financial
Michigan
$244K +$15K +285 +7%