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Name Holding Trade Value Shares
Change
Change in
Stake
GDP
2101
Great Diamond Partners
Maine
$628K -$39.9K -695 -6%
SIM
2102
SSI Investment Management
California
$628K -$2.64K -46 -0.4%
MGAM
2103
McGowan Group Asset Management
Texas
$628K +$643K +11,212 New
SP
2104
Sarasin & Partners
United Kingdom
$626K -$13.4K -234 -2%
RTS
2105
Round Table Services
New Jersey
$625K -$162K -2,825 -20%
WDG
2106
Wealth Dimensions Group
Ohio
$625K +$8.61K +150 +1%
OWA
2107
Outlook Wealth Advisors
Texas
$622K -$10.7K -186 -2%
WPW
2108
Warther Private Wealth
Ohio
$620K +$632K +11,009 New
BCP
2109
Berkeley Capital Partners
Georgia
$619K -$130K -2,265 -17%
SWA
2110
SOA Wealth Advisors
New York
$619K -$9.18K -160 -1%
FFC
2111
First Financial Corp
Indiana
$618K -$7.8K -136 -1%
LFASL
2112
Lugano Financial Advisors SA (LFA)
Switzerland
$618K +$13.2K +230 +2%
FWP
2113
Firethorn Wealth Partners
Georgia
$617K +$3.04K +53 +0.5%
DJYG
2114
David J. Yvars Group
Florida
$616K – – –
TSS
2115
Two Sigma Securities
New York
$616K +$124K +2,161 +24%
ICA
2116
Infrastructure Capital Advisors
New York
$616K +$631K +11,000 New
IC
2117
Inverness Counsel
New York
$615K -$47.3K -825 -7%
CPA
2118
Capital Planning Advisors
California
$615K +$130K +2,263 +26%
SIC
2119
Shoker Investment Counsel
Ohio
$614K +$7.8K +136 +1%
TCOO
2120
Trust Company of Oklahoma
Oklahoma
$612K +$222K +3,869 +55%
MRCM
2121
M&R Capital Management
New Jersey
$611K +$68.1K +1,186 +12%
MWM
2122
Minot Wealth Management
Massachusetts
$609K -$778K -13,561 -56%
HA
2123
HC Advisors
Georgia
$609K -$48.3K -841 -7%
DLG
2124
Daniel L. Goodwin
$608K – – –
MCM
2125
Manchester Capital Management
Vermont
$607K +$101K +1,760 +19%