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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1251
Simon Quick Advisors
New Jersey
$331K +$35.3K +370 +13%
ATI
1252
Act Two Investors
California
$331K +$303K +3,180 New
MW
1253
Marcum Wealth
Ohio
$330K -$17.1K -179 -5%
AWCI
1254
Alpine Woods Capital Investors
New York
$330K -$9.54K -100 -3%
KOC
1255
Koss-Olinger Consulting
Florida
$330K – – –
GM
1256
GeoWealth Management
Illinois
$326K +$299K +3,132 New
MWA
1257
Meridian Wealth Advisors
Texas
$326K -$6.39K -67 -2%
LA
1258
Latitude Advisors
Florida
$325K – – –
ESB
1259
Essex Savings Bank
Connecticut
$324K +$297K +3,113 New
FHA
1260
Flagship Harbor Advisors
Massachusetts
$323K +$2.1K +22 +0.7%
MIM
1261
Martin Investment Management
Florida
$322K -$161K -1,685 -35%
MCP
1262
Mirador Capital Partners
California
$322K +$295K +3,095 New
CDH
1263
Charles D. Hyman
$321K – – –
CWA
1264
Canvas Wealth Advisors
Kansas
$321K -$31.8K -333 -10%
RA
1265
Ruggaard & Associates
Ohio
$321K +$572 +6 +0.2%
PGA
1266
Portland Global Advisors
Maine
$320K – – –
HFW
1267
Horizon Family Wealth
Illinois
$318K +$5.82K +61 +2%
BMO
1268
Beck Mack & Oliver
New York
$318K +$291K +3,053 New
SIMG
1269
Stephens Investment Management Group
Texas
$317K – – –
TFA
1270
Tranquilli Financial Advisor
New Jersey
$317K -$24.5K -257 -8%
ACM
1271
Alta Capital Management
Utah
$316K -$20.2K -212 -7%
WA
1272
Wealthstream Advisors
New York
$316K +$34.9K +366 +14%
APP
1273
Avantax Planning Partners
Iowa
$316K -$12.7K -133 -4%
PG
1274
Patten Group
Tennessee
$315K -$171K -1,793 -37%
GP
1275
Girard Partners
Pennsylvania
$312K +$4.48K +47 +2%