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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1251
AllSquare Wealth Management
New York
$674K -$36.9K -78 -5%
LWMM
1252
Legacy Wealth Management (Mississippi)
Mississippi
$674K – – –
RMCM
1253
Reynders McVeigh Capital Management
Massachusetts
$673K -$11.8K -25 -2%
Sax Wealth Advisors
1254
Sax Wealth Advisors
New Jersey
$673K +$29.4K +62 +5%
VCM
1255
Violich Capital Management
California
$672K – – –
CAS
1256
Coppell Advisory Solutions
Texas
$672K -$63.4K -134 -9%
HCM
1257
Howland Capital Management
Massachusetts
$672K -$7.58K -16 -1%
SIA
1258
SGL Investment Advisors
Montana
$671K +$377K +797 +96%
SC
1259
Stephens Consulting
Michigan
$671K -$10.9K -23 -2%
HFM
1260
Hartford Funds Management
Pennsylvania
$670K -$222K -469 -25%
DA
1261
Drake & Associates
Wisconsin
$666K -$26.5K -56 -3%
Level Four Advisory Services
1262
Level Four Advisory Services
Texas
$666K +$58.7K +124 +10%
MF
1263
Manchester Financial
California
$666K -$297K -627 -31%
Horizon Kinetics Asset Management
1264
Horizon Kinetics Asset Management
New York
$665K -$547K -1,155 -45%
FCB
1265
First County Bank
Connecticut
$665K -$2.84K -6 -0.4%
CH
1266
Canton Hathaway
Rhode Island
$665K – – –
SOAMC
1267
Spirit of America Management Corp
New York
$665K +$47.3K +100 +8%
QWM
1268
Quadcap Wealth Management
Texas
$664K +$6.15K +13 +0.9%
CapitalatWork SA
1269
CapitalatWork SA
$663K – – –
CWA
1270
Consilium Wealth Advisory
Texas
$658K +$23.7K +50 +4%
CAM
1271
Cozad Asset Management
Illinois
$658K -$12.3K -26 -2%
DAC
1272
Dividend Assets Capital
South Carolina
$657K -$32.2K -68 -5%
VCM
1273
Versant Capital Management
Arizona
$657K -$14.2K -30 -2%
Jensen Investment Management
1274
Jensen Investment Management
Oregon
$656K – – –
NP
1275
Nilsine Partners
Colorado
$656K +$81K +171 +14%