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Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
1326
Zevin Asset Management
Massachusetts
$600K -$40.9K -315 -6%
BRM
1327
Boston Research & Management
Massachusetts
$600K – – –
CPIG
1328
Chicago Partners Investment Group
Illinois
$598K +$237K +1,820 +67%
ATWA
1329
Arbor Trust Wealth Advisors
Michigan
$598K +$606K +4,663 New
BO
1330
Bank OZK
Arkansas
$597K – – –
WA
1331
Waverly Advisors
Alabama
$597K +$47.8K +368 +10%
JWBC
1332
John W. Bristol & Co
New York
$594K – – –
FCCM
1333
First City Capital Management
Georgia
$594K +$13.6K +105 +2%
TC
1334
TwinBeech Capital
New York
$594K +$602K +4,635 New
CPA
1335
Court Place Advisors
Maryland
$593K -$40.8K -314 -6%
CAG
1336
Csenge Advisory Group
Florida
$588K +$14.4K +111 +2%
MPCG
1337
Matrix Private Capital Group
New York
$587K +$596K +4,583 New
BHTS
1338
Bar Harbor Trust Services
Maine
$585K +$593K +4,564 New
RIA
1339
Regal Investment Advisors
Michigan
$584K +$55.2K +425 +10%
GWS
1340
Glassman Wealth Services
Virginia
$584K +$64.5K +496 +12%
AAM
1341
Ascension Asset Management
New York
$584K +$102K +784 +21%
JGIA
1342
Jackson Grant Investment Advisers
Connecticut
$583K -$36.5K -281 -6%
SIG
1343
Sargent Investment Group
Maryland
$582K -$890K -6,846 -60%
TC
1344
Telemus Capital
Michigan
$581K +$18.8K +145 +3%
SC
1345
Slow Capital
California
$579K -$1.35M -10,379 -70%
HWA
1346
Heritage Wealth Advisors
Virginia
$577K -$12.2K -94 -2%
WWM
1347
Windsor Wealth Management
Indiana
$576K -$53.7K -413 -8%
KMWM
1348
Keudell/Morrison Wealth Management
Oregon
$575K -$73.8K -568 -11%
BCP
1349
Berkeley Capital Partners
Georgia
$575K +$142K +1,096 +32%
DMK
1350
David M. Knott
$574K – – –
52 53
54
55 56