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Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
751
Financial Engines Advisors
California
$236K +$222K +827 New
GA
752
Geller Advisors
New York
$232K +$218K +812 New
EWA
753
EP Wealth Advisors
California
$232K +$218K +813 New
MSR
754
Main Street Research
Connecticut
$231K +$218K +810 New
CBT
755
Capital Bank & Trust
California
$229K -$147M -547,200 -100%
CCA
756
Cobblestone Capital Advisors
New York
$229K +$215K +800 New
HI
757
Hendershot Investments
Virginia
$229K +$215K +800 New
PCM
758
Penserra Capital Management
California
$228K +$21K +78 +11%
JSL
759
JT Stratford LLC
Georgia
$228K +$215K +799 New
CPIG
760
Chicago Partners Investment Group
Illinois
$227K +$204K +758 New
AMC
761
Asset Management Corp
Illinois
$226K -$49.2K -183 -19%
DY
762
Dowling & Yahnke
California
$225K +$211K +787 New
SMA
763
Sage Mountain Advisors
Georgia
$224K +$211K +784 New
AW
764
ACG Wealth
Georgia
$222K +$208K +776 New
RWA
765
River Wealth Advisors
Pennsylvania
$222K +$209K +777 New
HFM
766
Harvest Fund Management
China
$221K +$85.7K +319 +70%
IAA
767
Independent Advisor Alliance
North Carolina
$220K +$207K +769 New
PNC
768
Park National Corp
Ohio
$220K +$207K +770 New
CC
769
Centiva Capital
New York
$217K -$1.26M -4,690 -86%
NCM
770
New Capital Management
Texas
$216K +$199K +741 New
GL
771
Graypoint LLC
New York
$215K -$47K -175 -19%
GDP
772
Great Diamond Partners
Maine
$215K +$203K +754 New
CWP
773
Curated Wealth Partners
California
$214K +$201K +748 New
PLFAM
774
Pineno Levin & Ford Asset Management
Virginia
$214K +$201K +750 New
BW
775
Bison Wealth
Georgia
$213K +$200K +744 New