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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1951
Aureus Asset Management
Massachusetts
$299K +$46.8K +166 +20%
CP
1952
Coho Partners
Pennsylvania
$298K -$47.1K -167 -14%
VHAM
1953
Van Hulzen Asset Management
California
$298K -$2.82K -10 -1%
EH
1954
Employers Holdings
Nevada
$297K -$206K -730 -42%
EI
1955
Ellevest Inc
New York
$297K +$129K +457 +84%
GC
1956
Grace Capital
Massachusetts
$296K – – –
PM
1957
Precept Management
Texas
$296K – – –
JGGDR
1958
JGP Global Gestao de Recursos
Brazil
$296K +$282K +1,000 New
CWM
1959
Campbell Wealth Management
Virginia
$293K +$1.13K +4 +0.4%
PA
1960
PSI Advisors
Florida
$292K +$564 +2 +0.2%
LF
1961
Lantz Financial
Illinois
$292K +$1.13K +4 +0.4%
SDWIA
1962
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$291K +$283K +1,004 New
ACG
1963
Allen Capital Group
Nebraska
$287K -$175K -620 -39%
WA
1964
WESPAC Advisors
California
$287K +$273K +969 New
OLA
1965
Oliver Luxxe Assets
New Jersey
$285K – – –
EWM
1966
EPG Wealth Management
Georgia
$284K -$24.5K -87 -8%
MFW
1967
Meristem Family Wealth
Minnesota
$283K – – –
SWA
1968
Stratos Wealth Advisors
Ohio
$283K +$17.8K +63 +7%
WI
1969
Wintrust Investments
Illinois
$283K +$269K +954 New
GWCM
1970
Godshalk Welsh Capital Management
Pennsylvania
$281K – – –
SFS
1971
Strategic Financial Services
New York
$281K – – –
CMO
1972
Covenant Multifamily Offices
Texas
$281K +$268K +950 New
MSR
1973
Main Street Research
Connecticut
$281K +$268K +951 New
BBA
1974
Braun-Bostich & Associates
Pennsylvania
$278K – – –
CIM
1975
Contravisory Investment Management
Massachusetts
$278K +$77K +273 +43%