Name Holding Trade Value Shares
Change
Change in
Stake
HI
776
Hendershot Investments
Virginia
$214K – – –
IIL
777
Insight Inv LLC
California
$214K – – –
AMC
778
Asset Management Corp
Illinois
$213K +$283 +1 +0.1%
EGM
779
Engineers Gate Manager
New York
$212K -$620K -2,195 -74%
MWA
780
Motive Wealth Advisors
Michigan
$212K -$105K -372 -32%
BWM
781
Baystate Wealth Management
Massachusetts
$212K +$283 +1 +0.1%
MOS
782
MGO One Seven
Ohio
$211K -$283 -1 -0.1%
MWM
783
Maripau Wealth Management
Indiana
$210K +$283 +1 +0.1%
CWP
784
Curated Wealth Partners
California
$209K +$220K +780 New
RCAG
785
Rehmann Capital Advisory Group
Michigan
$209K -$283 -1 -0.1%
EL
786
Essex LLC
Illinois
$208K – – –
RWA
787
River Wealth Advisors
Pennsylvania
$207K -$18.1K -64 -8%
GA
788
Geller Advisors
New York
$207K -$5.09K -18 -2%
FW
789
FirstPurpose Wealth
Utah
$207K +$218K +771 New
SFG
790
StrategIQ Financial Group
Indiana
$204K – – –
GA
791
GraniteShares Advisors
New York
$203K -$20.6K -73 -9%
VCP
792
Verus Capital Partners
Arizona
$202K – – –
GLA
793
Great Lakes Advisors
Illinois
$202K +$1.7K +6 +0.8%
MA
794
Mutual Advisors
Nebraska
$202K +$213K +753 New
OC
795
Oppenheimer & Co
New York
$201K -$26.6K -94 -11%
TWM
796
Tradition Wealth Management
Minnesota
$199K +$283 +1 +0.1%
TIA
797
Tiemann Investment Advisors
California
$182K – – –
DWA
798
Dougherty Wealth Advisers
Minnesota
$177K – – –
TWA
799
TCI Wealth Advisors
Arizona
$177K +$26.3K +93 +16%
DCM
800
Dupont Capital Management
Delaware
$169K -$44.4K -157 -20%