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Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1951
Bingham Osborn & Scarborough
California
$661K +$166K +2,954 +33%
Capstone Investment Advisors
1952
Capstone Investment Advisors
New York
$661K +$675K +11,991 New
CHAM
1953
Clear Harbor Asset Management
Connecticut
$659K +$11.8K +210 +2%
CA
1954
Centerpoint Advisors
Massachusetts
$658K -$33.9K -603 -5%
WP
1955
WMS Partners
Maryland
$657K -$204K -3,627 -23%
CCM
1956
Canal Capital Management
Virginia
$657K -$34.7K -616 -5%
TI
1957
Tidal Investments
Wisconsin
$656K +$95.2K +1,693 +17%
VVP
1958
Venture Visionary Partners
Ohio
$655K +$301K +5,346 +82%
GA
1959
Greytown Advisors
Florida
$654K -$372K -6,606 -36%
MFG
1960
Menard Financial Group
Texas
$654K +$668K +11,868 New
BFO
1961
Biltmore Family Office
North Carolina
$653K +$563 +10 +0.1%
ORI
1962
Oak Ridge Investments
Illinois
$652K +$150K +2,664 +29%
ACM
1963
Ayrshire Capital Management
Connecticut
$650K +$33.6K +598 +5%
AWM
1964
Aberdeen Wealth Management
Illinois
$646K +$258K +4,582 +64%
AAP
1965
Arax Advisory Partners
Colorado
$645K -$59.6K -1,059 -8%
TCMG
1966
TSP Capital Management Group
New Jersey
$645K
PFBT
1967
Parkside Financial Bank & Trust
Missouri
$644K +$42.5K +755 +7%
PRC
1968
Pearl River Capital
Michigan
$642K +$655K +11,639 New
AAM
1969
AMI Asset Management
California
$641K -$8.78K -156 -1%
PIA
1970
Perennial Investment Advisors
California
$641K +$28.1K +499 +4%
TAM
1971
Trust Asset Management
Texas
$641K +$654K +11,630 New
OPCM
1972
Osborne Partners Capital Management
California
$640K +$4.72K +84 +0.7%
TC
1973
Trust Company
Kansas
$640K +$275K +4,888 +73%
FIB
1974
First Interstate Bank
Montana
$639K -$84.4K -1,500 -11%
AG
1975
AlphaSimPlex Group
Massachusetts
$639K +$652K +11,599 New