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Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
1501
Shine Investment Advisory Services
Colorado
$160K – – –
M
1502
Mirova
France
$159K +$92.6K +675 +202%
EI
1503
Ellevest Inc
New York
$158K +$1.65K +12 +1%
ALAM
1504
Asahi Life Asset Management
Japan
$157K -$68.6K -500 -33%
KPCM
1505
Kings Point Capital Management
New York
$157K – – –
MWA
1506
Moser Wealth Advisors
Washington
$157K – – –
AWA
1507
Arkadios Wealth Advisors
Georgia
$153K -$63.8K -465 -33%
FCA
1508
FinTrust Capital Advisors
South Carolina
$152K +$8.51K +62 +7%
MLFP
1509
MPS Loria Financial Planners
Illinois
$149K +$45.8K +334 +54%
MSFP
1510
Mark Sheptoff Financial Planning
Connecticut
$146K +$110K +800 +640%
FWM
1511
Filbrandt Wealth Management
Wisconsin
$142K -$17.3K -126 -12%
AWM
1512
Atticus Wealth Management
Florida
$138K +$13.2K +96 +12%
DI
1513
Disciplined Investments
Oklahoma
$136K -$1.37K -10 -1%
FCM
1514
Firestone Capital Management
Florida
$135K – – –
GC
1515
Globeflex Capital
California
$134K +$110K +801 +1,571%
AIC
1516
Archer Investment Corporation
Indiana
$133K +$9.06K +66 +8%
CAM
1517
CenterStar Asset Management
Illinois
$132K – – –
PO
1518
Private Ocean
California
$132K +$6.04K +44 +6%
Barrow, Hanley, Mewhinney & Strauss
1519
Barrow, Hanley, Mewhinney & Strauss
Texas
$130K -$43.1K -314 -28%
UFF
1520
USA Financial Formulas
Michigan
$130K +$111K +808 +4,489%
GWS
1521
Glassman Wealth Services
Virginia
$128K +$42.3K +308 +61%
SC
1522
Skylands Capital
Wisconsin
$126K – – –
CMBA
1523
C.M. Bidwell & Associates
Hawaii
$123K -$85.1K -620 -44%
OC
1524
Oakworth Capital
Alabama
$123K – – –
AIM
1525
Acropolis Investment Management
Missouri
$122K +$106K +775 New