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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1276
Beacon Financial Group
Texas
$466K +$11.8K +151 +3%
ZAM
1277
Zevin Asset Management
Massachusetts
$464K -$11K -140 -2%
HCM
1278
Hilton Capital Management
New York
$463K – – –
AC
1279
Abbrea Capital
California
$463K +$8.23K +105 +2%
F
1280
F3Logic
Minnesota
$461K +$17.5K +223 +4%
BAM
1281
Bruderman Asset Management
New York
$459K -$314K -4,009 -42%
PFA
1282
Paradigm Financial Advisors
Missouri
$459K – – –
FP
1283
Foundry Partners
Minnesota
$459K +$430K +5,478 New
SWA
1284
Sutton Wealth Advisors
Florida
$458K -$25.5K -325 -6%
IC
1285
Intersect Capital
California
$449K +$627 +8 +0.1%
BWFA
1286
Baltimore-Washington Financial Advisors
Maryland
$448K – – –
W
1287
Wealthquest
Ohio
$445K – – –
MC
1288
Montag & Caldwell
Georgia
$444K -$28.1M -358,640 -99%
ZIG
1289
Zuckerman Investment Group
Illinois
$443K +$26.3K +335 +7%
WP
1290
WMS Partners
Maryland
$443K +$141K +1,800 +52%
SSWM
1291
Smith Salley Wealth Management
North Carolina
$441K +$29.6K +378 +8%
AIA
1292
AIMZ Investment Advisors
California
$439K – – –
LSAG
1293
Lake Street Advisors Group
New Hampshire
$439K +$48.6K +620 +13%
RG
1294
Rikoon Group
New Mexico
$438K -$138K -1,766 -25%
BWP
1295
Bernardo Wealth Planning
Pennsylvania
$437K -$8.63K -110 -2%
HFA
1296
High Falls Advisors
New York
$437K +$16.3K +208 +4%
ATC
1297
Adirondack Trust Company
New York
$436K – – –
FMWA
1298
Forvis Mazars Wealth Advisors
Missouri
$435K -$41.4K -528 -9%
CCM
1299
Compton Capital Management
Rhode Island
$434K -$15.7K -200 -4%
PP
1300
PagnatoKarp Partners
Virginia
$433K -$257K -3,281 -39%
50 51
52
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