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Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
2101
Zevin Asset Management
Massachusetts
$503K +$179K +5,052 +50%
AWM
2102
Angeles Wealth Management
California
$502K -$41.8K -1,183 -7%
BSSFA
2103
Baron Silver Stevens Financial Advisors
Florida
$502K +$26.1K +738 +5%
LT
2104
Legacy Trust
Michigan
$502K -$212 -6 -0%
MCI
2105
MRP Capital Investments
Georgia
$502K +$131K +3,709 +14%
CS
2106
Capital Square
Tennessee
$500K -$44.2K -1,250 -7%
TCM
2107
Triumph Capital Management
Colorado
$500K +$33.5K +946 +7%
FBC
2108
Fairfield, Bush & Co
Connecticut
$499K -$753K -21,300 -59%
WP
2109
WealthPLAN Partners
Nebraska
$497K +$9.97K +282 +2%
AIM
2110
Acropolis Investment Management
Missouri
$494K -$83.6K -2,363 -14%
OWA
2111
Opal Wealth Advisors
New York
$493K -$20.2K -570 -4%
IFAM
2112
Institutional & Family Asset Management
Colorado
$492K -$21.4K -604 -4%
CC
2113
Cornerstone Capital
California
$491K – – –
BWA
2114
Burt Wealth Advisors
Maryland
$489K +$389 +11 +0.1%
AA
2115
Alta Advisers
United Kingdom
$488K – – –
VAM
2116
Verity Asset Management
North Carolina
$487K -$345K -9,742 -40%
FAT
2117
First American Trust
California
$486K +$71.1K +2,011 +16%
GWCM
2118
Godshalk Welsh Capital Management
Pennsylvania
$484K -$187K -5,300 -27%
B
2119
Bridgeworth
Alabama
$483K +$35K +989 +7%
TCI Wealth Advisors
2120
TCI Wealth Advisors
Arizona
$482K -$82.4K -2,331 -14%
VCP
2121
Verus Capital Partners
Arizona
$482K -$76.8K -2,171 -13%
FSA
2122
Financial Security Advisor
Virginia
$482K +$514K +14,538 New
SAM
2123
Seelaus Asset Management
New Jersey
$482K -$161K -4,561 -24%
IAM
2124
Innovis Asset Management
Illinois
$482K +$14.3K +405 +3%
CFO
2125
CVA Family Office
Colorado
$481K -$95.2K -2,692 -16%