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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
901
One Wealth Advisors
California
$214K +$192K +648 New
IAN
902
Integrated Advisors Network
Texas
$213K -$1.77K -6 -0.8%
WBC
903
Westpac Banking Corp
Australia
$212K +$213K +722 New
MSR
904
Main Street Research
Connecticut
$211K -$29.6K -100 -12%
RWA
905
River Wealth Advisors
Pennsylvania
$210K
TNA
906
True North Advisors
Texas
$209K
CG
907
Clifford Group
Massachusetts
$209K
LA
908
LVW Advisors
New York
$208K -$136K -459 -39%
PNC
909
Park National Corp
Ohio
$206K -$55K -186 -21%
PS
910
Principal Securities
Iowa
$206K -$12.1K -41 -6%
BRWA
911
B. Riley Wealth Advisors
Florida
$206K -$269K -910 -56%
MCM
912
Marathon Capital Management
Maryland
$206K
KWM
913
Kolinsky Wealth Management
New Jersey
$204K +$26K +88 +14%
MAA
914
Matrix Asset Advisors
New York
$203K +$204K +691 New
AFT
915
Alpha Family Trust
California
$203K +$204K +690 New
NC
916
NovaPoint Capital
Georgia
$201K
AAP
917
Arax Advisory Partners
Colorado
$201K -$36.7K -124 -15%
CPIG
918
Chicago Partners Investment Group
Illinois
$201K +$180K +610 New
DWA
919
Dougherty Wealth Advisers
Minnesota
$193K
FFA
920
Fairfield Financial Advisors
Massachusetts
$193K +$194K +657 New
RFG
921
REAP Financial Group
Texas
$191K +$591 +2 +0.3%
MCM
922
Manchester Capital Management
Vermont
$185K -$887 -3 -0.5%
ANBT
923
American National Bank & Trust
Texas
$182K +$80.7K +273 +78%
JSAM
924
J. Safra Asset Management
New York
$181K
CTA
925
Colonial Trust Advisors
South Carolina
$176K -$12.1K -41 -6%