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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1951
Morse Asset Management
Connecticut
$977K +$15.8K +200 +2%
FDCP
1952
Foster Dykema Cabot & Partners
Massachusetts
$977K -$8.13K -103 -0.9%
VF
1953
Virtu Financial
New York
$976K +$320K +4,048 +51%
WAC
1954
William Allan Corp
Colorado
$976K +$79 +1 +0%
LT
1955
Lindsell Train
United Kingdom
$975K – – –
ES
1956
Eagle Strategies
New York
$975K -$29.3K -371 -3%
PFT
1957
Providence First Trust
Arizona
$973K +$284K +3,592 +43%
CWM
1958
Chemistry Wealth Management
New York
$972K -$4.98K -63 -0.5%
LWM
1959
LeConte Wealth Management
Tennessee
$965K +$79.2K +1,003 +9%
AP
1960
Anchyra Partners
Georgia
$964K +$81K +1,025 +9%
CCFM
1961
Clear Creek Financial Management
Washington
$963K +$14.8K +187 +2%
AAM
1962
Alken Asset Management
United Kingdom
$959K +$39.5K +500 +5%
CSPIA
1963
Cary Street Partners Investment Advisory
Virginia
$956K +$278K +3,515 +43%
RF
1964
Rossby Financial
Florida
$956K +$158K +2,000 +20%
CIA
1965
Compass Ion Advisors
Pennsylvania
$956K +$15.2K +193 +2%
TCOTS
1966
Trust Company of the South
North Carolina
$955K -$186K -2,354 -17%
HAIM
1967
Hunter Associates Investment Management
Pennsylvania
$955K +$2.45K +31 +0.3%
EFSCE
1968
Enterprise Financial Services Corp (EFSC)
Missouri
$955K +$105K +1,332 +13%
GWA
1969
Geometric Wealth Advisors
District of Columbia
$951K -$2.92K -37 -0.3%
CWM
1970
Cahaba Wealth Management
Georgia
$951K -$3.4K -43 -0.4%
IP
1971
Intellectus Partners
California
$950K +$10.5K +133 +1%
BWA
1972
Basecamp Wealth Advisors
Washington
$949K – – –
HWA
1973
HHM Wealth Advisors
Tennessee
$948K -$23.2K -294 -2%
MCM
1974
Manchester Capital Management
Vermont
$947K -$553 -7 -0.1%
CRI
1975
Colonial River Investments
Virginia
$946K -$85.4K -1,081 -8%
77 78
79
80 81