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Name Holding Trade Value Shares
Change
Change in
Stake
BG
1351
Berry Group
Massachusetts
$610K +$579K +4,137 New
HF
1352
HRT Financial
New York
$609K -$3.15M -22,519 -85%
MSFP
1353
Mark Sheptoff Financial Planning
Connecticut
$607K
FMTC
1354
Farmers & Merchants Trust Company
California
$606K +$16.7K +119 +3%
ZAM
1355
Zevin Asset Management
Massachusetts
$603K -$2.52K -18 -0.4%
SA
1356
SRH Advisors
Kansas
$603K +$700 +5 +0.1%
RWM
1357
RBA Wealth Management
California
$602K -$43K -307 -7%
TIA
1358
Tiemann Investment Advisors
California
$602K -$11.6K -83 -2%
AWM
1359
Argent Wealth Management
Massachusetts
$602K +$571K +4,078 New
PWS
1360
Paragon Wealth Strategies
Florida
$602K +$572K +4,081 New
PWP
1361
Principle Wealth Partners
Connecticut
$601K
EA
1362
Elm Advisors
California
$600K -$33.6K -240 -6%
EWM
1363
Evermay Wealth Management
Virginia
$600K +$149K +1,062 +35%
MBTD
1364
Mechanics Bank - Trust Department
California
$599K -$68.8K -491 -11%
WTFG
1365
Wells Trecaso Financial Group
Ohio
$599K +$30.1K +215 +6%
TIM
1366
Tortoise Investment Management
New York
$597K
3F
1367
360 Financial
Minnesota
$596K +$623K +4,450 New
MAM
1368
Meeder Asset Management
Ohio
$594K +$73.7K +526 +15%
RVM
1369
Robinson Value Management
Texas
$591K +$561K +4,007 New
PAS
1370
Park Avenue Securities
New York
$589K -$4.2K -30 -0.7%
AMG
1371
Advisors Management Group
Wisconsin
$589K +$94.3K +673 +20%
FFA
1372
First Foundation Advisors
California
$588K -$52.5K -375 -9%
SIA
1373
Soltis Investment Advisors
Utah
$588K +$559K +3,989 New
NAM
1374
NTV Asset Management
West Virginia
$587K +$293K +2,093 +111%
LW
1375
Linscomb Wealth
Texas
$585K -$38.9K -278 -7%