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Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1551
Sanders Morris Harris
Texas
$613K – – –
9WM
1552
9258 Wealth Management
Ohio
$613K +$15.8K +97 +2%
ZAM
1553
Zevin Asset Management
Massachusetts
$611K – – –
TW
1554
TrinityPoint Wealth
Connecticut
$611K +$13.5K +83 +2%
KFP
1555
KB Financial Partners
New Jersey
$610K -$4.57K -28 -0.7%
VC
1556
Veracity Capital
Georgia
$610K -$163 -1 -0%
BSA
1557
Bull Street Advisors
Georgia
$608K +$683K +4,186 New
DWM
1558
Doyle Wealth Management
Florida
$607K +$89.7K +550 +15%
CMI
1559
Clare Market Investments
Texas
$605K -$121K -740 -15%
CWM
1560
Centric Wealth Management
Illinois
$605K – – –
VWM
1561
Vigilare Wealth Management
Arizona
$604K -$124K -761 -15%
VCA
1562
Verdence Capital Advisors
Maryland
$604K +$100K +615 +17%
LAIC
1563
Lederer & Associates Investment Counsel
California
$604K +$212K +1,300 +45%
SDAM
1564
Shulman DeMeo Asset Management
New York
$603K +$677K +4,154 New
MCM
1565
Monarch Capital Management
Indiana
$599K +$228K +1,400 +51%
WA
1566
Wealth Architects
California
$596K -$16.6K -102 -2%
SGK
1567
Steigerwald Gordon & Koch
Virginia
$596K +$51.5K +316 +8%
DPI
1568
Diversified Portfolios Inc
Michigan
$594K – – –
D
1569
Diversified
Delaware
$593K +$978 +6 +0.1%
IWA
1570
Intercontinental Wealth Advisors
Texas
$589K -$71.6K -439 -10%
CFSG
1571
Community Financial Services Group
Vermont
$588K +$27.9K +171 +4%
BAM
1572
Beaumont Asset Management
Texas
$587K +$2.61K +16 +0.4%
MPI
1573
Mairs & Power Inc
Minnesota
$586K – – –
WPA
1574
West Paces Advisors
Georgia
$581K -$4.4K -27 -0.7%
LWAC
1575
Laurel Wealth Advisors (California)
California
$580K -$99.9K -613 -13%
61 62
63
64 65