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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
2076
Trillium Asset Management
Massachusetts
$381K -$66.9K -3,102 -15%
NRI
2077
NFP Retirement Inc
California
$377K +$45.6K +2,113 +14%
DAM
2078
Doheny Asset Management
California
$377K -$196K -9,070 -34%
TAM
2079
Taurus Asset Management
New York
$377K
WCAMG
2080
Woodard & Company Asset Management Group
North Carolina
$377K +$5.69K +264 +2%
PWA
2081
Physician Wealth Advisors
Utah
$377K +$119K +5,534 +48%
RIM
2082
Rockbridge Investment Management
New York
$376K +$108K +5,022 +41%
HI
2083
Harrington Investments
California
$375K -$20.2K -935 -5%
MM
2084
Meridian Management
Arkansas
$374K +$35K +1,624 +10%
BHTS
2085
Bar Harbor Trust Services
Maine
$372K -$200K -9,283 -35%
EWF
2086
Epstein & White Financial
California
$372K -$46.6K -2,162 -11%
CWM
2087
Circle Wealth Management
New Jersey
$372K -$38.4K -1,780 -9%
EIG
2088
Ellenbecker Investment Group
Wisconsin
$371K -$70.2K -3,253 -16%
LAS
2089
Lloyd Advisory Services
Georgia
$371K -$31.4K -1,455 -8%
LA
2090
Latitude Advisors
Florida
$371K +$369K +17,095 New
JWBC
2091
John W. Brooker & Co
California
$369K
HWA
2092
HHM Wealth Advisors
Tennessee
$369K +$18.5K +860 +5%
LWCFA
2093
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$368K -$40.3K -1,871 -10%
SFG
2094
Sowa Financial Group
Rhode Island
$368K -$15.7K -728 -4%
HFAS
2095
Hummer Financial Advisory Services
Illinois
$368K -$5.69K -264 -2%
SFSIG
2096
San Francisco Sentry Investment Group
California
$367K -$29.3K -1,360 -7%
FWM
2097
FSA Wealth Management
Massachusetts
$367K -$8.15K -378 -2%
BCM
2098
Breiter Capital Management
Florida
$367K +$31.1K +1,443 +9%
FAN
2099
Financial Advisors Network
California
$366K -$14.6K -677 -4%
DA
2100
Doliver Advisors
Texas
$365K +$36.6K +1,695 +11%