Name Holding Trade Value Shares
Change
Change in
Stake
SP
901
Systematic Portfolios
New York
$216K +$218K +736 New
SC
902
Sapient Capital
Indiana
$215K – – –
CIA
903
Choate Investment Advisors
Massachusetts
$214K -$2.96K -10 -1%
OWA
904
One Wealth Advisors
California
$214K +$192K +648 New
IAN
905
Integrated Advisors Network
Texas
$213K -$1.77K -6 -0.8%
WBC
906
Westpac Banking Corp
Australia
$212K +$213K +722 New
MSR
907
Main Street Research
Connecticut
$211K -$29.6K -100 -12%
RWA
908
River Wealth Advisors
Pennsylvania
$210K – – –
TNA
909
True North Advisors
Texas
$209K – – –
CG
910
Clifford Group
Massachusetts
$209K – – –
LA
911
LVW Advisors
New York
$208K -$136K -459 -39%
PNC
912
Park National Corp
Ohio
$206K -$55K -186 -21%
PS
913
Principal Securities
Iowa
$206K -$12.1K -41 -6%
BRWA
914
B. Riley Wealth Advisors
Florida
$206K -$269K -910 -56%
MCM
915
Marathon Capital Management
Maryland
$206K – – –
KWM
916
Kolinsky Wealth Management
New Jersey
$204K +$26K +88 +14%
MAA
917
Matrix Asset Advisors
New York
$203K +$204K +691 New
AFT
918
Alpha Family Trust
California
$203K +$204K +690 New
NC
919
NovaPoint Capital
Georgia
$201K – – –
AAP
920
Arax Advisory Partners
Colorado
$201K -$36.7K -124 -15%
CPIG
921
Chicago Partners Investment Group
Illinois
$201K +$180K +610 New
DWA
922
Dougherty Wealth Advisers
Minnesota
$193K – – –
FFA
923
Fairfield Financial Advisors
Massachusetts
$193K +$194K +657 New
RFG
924
REAP Financial Group
Texas
$191K +$591 +2 +0.3%
MCM
925
Manchester Capital Management
Vermont
$185K -$887 -3 -0.5%