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Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
1051
Zevin Asset Management
Massachusetts
$534K
NDSI
1052
Newman Dignan & Sheerar Inc
Rhode Island
$533K -$1.76K -25 -0.4%
BHIA
1053
Birch Hill Investment Advisors
Massachusetts
$531K +$42.3K +600 +10%
IWM
1054
IHT Wealth Management
Illinois
$529K -$16.1K -229 -3%
SMFS
1055
Squar Milner Financial Services
California
$529K
MWM
1056
Mission Wealth Management
California
$529K +$82.4K +1,169 +21%
LSAG
1057
Lake Street Advisors Group
New Hampshire
$525K -$9.37K -133 -2%
JCM
1058
Jacobi Capital Management
Pennsylvania
$525K
NA
1059
NewEdge Advisors
Louisiana
$521K +$468K +6,650 New
MCM
1060
Manchester Capital Management
Vermont
$517K +$88.1K +1,250 +24%
Nuveen Fund Advisors
1061
Nuveen Fund Advisors
Illinois
$515K -$548K -7,780 -55%
ME
1062
McIlrath & Eck
Washington
$512K +$12.1K +172 +3%
IUHSA
1063
Itau Unibanco Holding S.A.
Brazil
$510K -$202K -2,871 -31%
LCM
1064
Leisure Capital Management
California
$508K
HFM
1065
Hartford Financial Management
Connecticut
$506K +$70 +1 +0%
DLA
1066
Douglas Lane & Associates
New York
$505K -$7.04K -100 -2%
GCA
1067
Gideon Capital Advisors
New York
$504K +$445K +6,320 New
KF
1068
Krilogy Financial
Missouri
$502K -$6.13K -87 -1%
SFS
1069
Sowell Financial Services
Arkansas
$501K -$12.5K -178 -3%
SMC
1070
Smith, Moore & Co
Missouri
$501K +$42.5K +604 +11%
BFM
1071
Boothbay Fund Management
New York
$501K +$443K +6,286 New
HCM
1072
HMS Capital Management
Tennessee
$501K +$443K +6,291 New
CT
1073
Cambridge Trust
Massachusetts
$495K -$8.1K -115 -2%
SC
1074
Saybrook Capital
North Carolina
$495K
SIA
1075
Sit Investment Associates
Minnesota
$490K