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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2051
SSI Investment Management
California
$521K +$939 +16 +0.2%
SWA
2052
SOA Wealth Advisors
New York
$521K +$119K +2,028 +28%
MWM
2053
Marietta Wealth Management
Georgia
$520K -$46.8K -797 -8%
LWM
2054
Liberty Wealth Management
California
$518K +$66.1K +1,127 +14%
WA
2055
Wealthstar Advisors
Texas
$517K +$540K +9,199 New
CWS
2056
Cypress Wealth Services
California
$514K -$37.8K -644 -7%
ZF
2057
Zhang Financial
Michigan
$514K +$75.2K +1,281 +16%
DE
2058
Day & Ennis
Georgia
$511K +$6.57K +112 +1%
III
2059
Independent Investors Inc
New York
$509K – – –
5L
2060
55I LLC
Massachusetts
$509K +$532K +9,066 New
BHWA
2061
Beacon Harbor Wealth Advisors
Virginia
$508K – – –
MWM
2062
Mascoma Wealth Management
New Hampshire
$508K +$33.4K +569 +7%
HI
2063
HBK Investments
Texas
$508K +$531K +9,048 New
NIM
2064
Nexus Investment Management
Ontario, Canada
$505K – – –
ZB
2065
Zions Bancorporation
Utah
$505K +$33K +562 +7%
SRSA
2066
S.R. Schill & Associates
Washington
$503K – – –
ESCM
2067
Echo Street Capital Management
New York
$502K +$112K +1,905 +27%
HKAM
2068
Horizon Kinetics Asset Management
New York
$501K -$85.1K -1,450 -14%
LWANC
2069
Laurel Wealth Advisors (North Carolina)
North Carolina
$501K +$4.64K +79 +0.9%
DA
2070
Denali Advisors
California
$500K -$1.53M -26,100 -75%
GD
2071
Grandfield & Dodd
New York
$500K -$8.04K -137 -2%
MSR
2072
Main Street Research
Connecticut
$498K -$111K -1,898 -18%
PPP
2073
Private Portfolio Partners
New Jersey
$497K +$5.52K +94 +1%
FMTC
2074
Farmers & Merchants Trust Company
California
$497K -$11.7K -200 -2%
MFP
2075
Meridian Financial Partners
Virginia
$497K – – –