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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1901
Accredited Investors
Minnesota
$560K +$15K +142 +3%
ESCM
1902
Echo Street Capital Management
New York
$560K +$565K +5,351 New
LCM
1903
Leisure Capital Management
California
$559K – – –
CGH
1904
CMG Global Holdings
Texas
$559K +$9.39K +89 +2%
BWA
1905
Beam Wealth Advisors
Louisiana
$559K +$210K +1,994 +60%
MCM
1906
Maple Capital Management
Vermont
$558K -$51.7K -490 -8%
PWM
1907
PBMares Wealth Management
Virginia
$557K -$21.6K -205 -4%
WWMSC
1908
Wagner Wealth Management (South Carolina)
South Carolina
$557K +$32.2K +305 +6%
MWM
1909
Merriman Wealth Management
Washington
$557K +$55.6K +527 +11%
BEAM
1910
Baker Ellis Asset Management
Washington
$557K +$304K +2,878 +118%
BDWM
1911
Brewin Dolphin Wealth Management
Ireland
$555K +$9.5K +90 +2%
EI
1912
Ellevest Inc
New York
$555K – – –
JFA
1913
JNBA Financial Advisors
Minnesota
$553K -$15.6K -148 -3%
IFWM
1914
Institute for Wealth Management
Colorado
$552K -$43.2K -409 -7%
GAM
1915
Gemmer Asset Management
California
$551K +$5.07K +48 +0.9%
PA
1916
Perennial Advisors
New York
$550K -$633 -6 -0.1%
LA
1917
LVW Advisors
New York
$550K +$12.9K +122 +2%
JWM
1918
JGP Wealth Management
Oregon
$548K -$13.8K -131 -2%
JMFC
1919
J.M. Forbes & Co
Massachusetts
$548K +$6.33K +60 +1%
AI
1920
AXS Investments
New York
$548K +$188K +1,782 +52%
MHR
1921
Matthew Hamilton Rosenberg
$547K +$21.1K +200 +4%
PA
1922
PSI Advisors
Florida
$547K +$171K +1,623 +45%
JSC
1923
Jackson Square Capital
California
$546K -$4.22K -40 -0.8%
ACP
1924
Aviance Capital Partners
Florida
$546K +$21.6K +205 +4%
SWM
1925
Salvus Wealth Management
New Jersey
$543K +$67.6K +640 +14%
75 76
77
78 79