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Name Holding Trade Value Shares
Change
Change in
Stake
LA
2126
LVW Advisors
New York
$336K +$7.57K +71 +2%
RA
2127
Riversedge Advisors
Delaware
$336K +$94.1K +883 +34%
DSN
2128
D. Scott Neal
Kentucky
$335K – – –
TC
2129
Titleist Capital
Texas
$333K -$13.5K -127 -4%
VT
2130
Vise Technologies
New York
$333K +$24.5K +230 +7%
HPIA
2131
Hamilton Point Investment Advisors
North Carolina
$333K +$153K +1,433 +71%
VHAM
2132
Van Hulzen Asset Management
California
$331K -$2.67K -25 -0.7%
C
2133
Certuity
Florida
$331K +$87.1K +817 +31%
1WM
2134
1900 Wealth Management
Texas
$330K +$32.1K +301 +10%
BW
2135
Basepoint Wealth
Iowa
$329K -$2.02K -19 -0.6%
GFS
2136
GYL Financial Synergies
Connecticut
$329K -$91.2K -856 -20%
VLKIM
2137
Van Lanschot Kempen Investment Management
Netherlands
$329K -$47.1K -442 -12%
LCS
2138
Levin Capital Strategies
New York
$329K -$26.6K -250 -7%
SFM
2139
Systematic Financial Management
New Jersey
$329K – – –
NWA
2140
New World Advisors
Massachusetts
$329K +$53.1K +498 +17%
SAM
2141
Synergy Asset Management
Washington
$329K +$363K +3,406 New
AF
2142
Affiance Financial
Minnesota
$328K – – –
TFF
2143
The Family Firm
Maryland
$328K +$1.17K +11 +0.3%
SQA
2144
Simon Quick Advisors
New Jersey
$327K +$7.99K +75 +2%
PWM
2145
Prentice Wealth Management
New York
$325K +$360K +3,381 New
MFG
2146
Magnus Financial Group
New York
$324K -$17.2K -161 -5%
JSW
2147
Journey Strategic Wealth
New Jersey
$324K +$356K +3,341 New
CIP
2148
Convergence Investment Partners
Florida
$322K -$11.7K -110 -3%
BBI
2149
Baxter Bros Inc
Connecticut
$322K -$6.29K -59 -2%
MCP
2150
Mirador Capital Partners
California
$322K +$213 +2 +0.1%