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Name Holding Trade Value Shares
Change
Change in
Stake
TW
1576
TrinityPoint Wealth
Connecticut
$560K
ZAM
1577
Zevin Asset Management
Massachusetts
$556K
BL
1578
Balentine LLC
Georgia
$551K +$32.9K +237 +6%
SMH
1579
Sanders Morris Harris
Texas
$550K
WA
1580
Wealth Architects
California
$549K +$13.9K +100 +2%
VC
1581
Veracity Capital
Georgia
$549K +$29.6K +213 +5%
SNT
1582
Security National Trust
West Virginia
$548K
OCM
1583
One Capital Management
California
$546K
DPI
1584
Diversified Portfolios Inc
Michigan
$543K
MPI
1585
Mairs & Power Inc
Minnesota
$542K
D
1586
Diversified
Delaware
$541K +$1.81K +13 +0.3%
HT
1587
Heritage Trust
Oklahoma
$541K +$11.5K +83 +2%
LWA
1588
Lineweaver Wealth Advisors
Ohio
$537K +$58.8K +423 +12%
SDAM
1589
Shulman DeMeo Asset Management
New York
$537K +$59.9K +431 +12%
FBFS
1590
First Business Financial Services
Wisconsin
$537K +$156K +1,124 +39%
WG
1591
Welch Group
Alabama
$536K +$561K +4,036 New
DAM
1592
Doheny Asset Management
California
$534K -$349K -2,510 -38%
LFAS
1593
Level Four Advisory Services
Texas
$534K -$44.1K -317 -7%
BMCM
1594
Burns Matteson Capital Management
New York
$533K +$56K +403 +11%
HBT
1595
Heartland Bank & Trust
Illinois
$532K -$412K -2,961 -43%
BAM
1596
Beaumont Asset Management
Texas
$532K +$18.2K +131 +3%
WPA
1597
West Paces Advisors
Georgia
$530K +$38.2K +275 +7%
TPA
1598
Trivium Point Advisory
Connecticut
$529K +$173K +1,244 +45%
CWM
1599
Connecticut Wealth Management
Connecticut
$527K +$46K +331 +9%
PWW
1600
Pettyjohn Wood & White
Virginia
$526K