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Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
1301
Zevin Asset Management
Massachusetts
$676K
BFG
1302
Barber Financial Group
Kansas
$671K -$16K -94 -2%
CPO
1303
Cerity Partners OCIO
New York
$671K -$14.7K -86 -2%
SAM
1304
SignalPoint Asset Management
Missouri
$671K +$59.4K +348 +9%
GWM
1305
GSB Wealth Management
Connecticut
$669K
SA
1306
SRH Advisors
Kansas
$669K
KTC
1307
Kistler-Tiffany Companies
Pennsylvania
$668K -$68.4K -401 -9%
CAW
1308
Cornerstone Advisors (Washington)
Washington
$660K +$48.6K +285 +8%
RVM
1309
Robinson Value Management
Texas
$659K
EFSCE
1310
Enterprise Financial Services Corp (EFSC)
Missouri
$658K -$53.2K -312 -7%
BWM
1311
Buckley Wealth Management
Nevada
$653K
VCA
1312
Verdence Capital Advisors
Maryland
$652K -$21.7K -127 -3%
CAMG
1313
CWA Asset Management Group
Florida
$651K -$1.6M -9,372 -70%
CC
1314
Cornerstone Capital
California
$651K +$183K +1,071 +37%
MRCM
1315
M&R Capital Management
New Jersey
$650K -$21.3K -125 -3%
FMLI
1316
Fukoku Mutual Life Insurance
Japan
$649K
IC
1317
Intersect Capital
California
$649K +$109K +641 +19%
RW
1318
REDW Wealth
New Mexico
$648K +$51K +299 +8%
BCM
1319
Beck Capital Management
Texas
$647K -$65.2K -382 -9%
GCMG
1320
Gyroscope Capital Management Group
Florida
$647K +$211K +1,236 +46%
CCM
1321
Cox Capital Management
Massachusetts
$647K +$671K +3,932 New
TIM
1322
Tortoise Investment Management
New York
$646K
CBT
1323
Capital Bank & Trust
California
$646K +$118K +691 +21%
IWM
1324
IHT Wealth Management
Illinois
$646K +$188K +1,099 +39%
TFO
1325
Tarbox Family Office
California
$638K -$683 -4 -0.1%