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Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
1251
Zevin Asset Management
Massachusetts
$695K
GVAG
1252
Great Valley Advisor Group
Delaware
$693K +$32.8K +243 +5%
SCP
1253
Sandhill Capital Partners
New York
$693K +$92.5K +686 +16%
BFG
1254
Bouchey Financial Group
New York
$692K +$672K +4,979 New
HIC
1255
Harvey Investment Company
Kentucky
$690K
KWM
1256
Kingsview Wealth Management
Oregon
$688K -$12.8K -95 -2%
CPA
1257
Court Place Advisors
Maryland
$687K
KFS
1258
Kurt F. Somerville
$685K -$21.2K -157 -3%
CPA
1259
Cowen Prime Advisors
New York
$685K
EMG
1260
Ellington Management Group
Connecticut
$683K +$663K +4,916 New
AF
1261
Affiance Financial
Minnesota
$681K
HFA
1262
High Falls Advisors
New York
$680K -$810K -6,004 -55%
IAMOG
1263
Investors Asset Management of Georgia
Georgia
$675K +$72.7K +539 +12%
MAM
1264
Mastrapasqua Asset Management
Tennessee
$674K
FFN
1265
Focus Financial Network
Minnesota
$673K -$34.7K -257 -5%
JGIA
1266
Jackson Grant Investment Advisers
Connecticut
$671K +$809 +6 +0.1%
ICOM
1267
Investment Counselors of Maryland
Maryland
$666K -$773K -5,730 -54%
MHIM
1268
MacNealy Hoover Investment Management
Ohio
$665K -$84.8K -629 -12%
WWM
1269
Windsor Wealth Management
Indiana
$665K -$43.3K -321 -6%
HCM
1270
Hutchinson Capital Management
California
$664K
Voloridge Investment Management
1271
Voloridge Investment Management
Florida
$663K -$12.6M -93,312 -95%
AL
1272
Aspiriant LLC
California
$662K -$180K -1,331 -22%
TFS
1273
TrustCore Financial Services
Tennessee
$661K -$3.64K -27 -0.6%
IP
1274
Investment Partners
Ohio
$660K +$15.1K +112 +2%
CIP
1275
Cornerstone Investment Partners
Georgia
$659K