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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
901
New Capital Management
Texas
$256K – – –
GAG
902
Goodman Advisory Group
Massachusetts
$255K – – –
IAN
903
Integrated Advisors Network
Texas
$254K +$2.62K +8 +1%
LGW
904
Leslie Global Wealth
Illinois
$253K +$239K +731 New
MIS
905
Morningstar Investment Services
Illinois
$252K +$237K +724 New
Venture Visionary Partners
906
Venture Visionary Partners
Ohio
$252K -$40.2K -123 -14%
RWA
907
River Wealth Advisors
Pennsylvania
$251K +$3.27K +10 +1%
ABWM
908
Alpine Bank Wealth Management
Colorado
$251K +$237K +725 New
WBC
909
Westpac Banking Corp
Australia
$250K +$654 +2 +0.3%
WP
910
WMS Partners
Maryland
$249K -$124K -379 -34%
MSR
911
Main Street Research
Connecticut
$249K – – –
CG
912
Clifford Group
Massachusetts
$246K – – –
Park National Corp
913
Park National Corp
Ohio
$243K – – –
KWM
914
Kolinsky Wealth Management
New Jersey
$243K +$2.29K +7 +1%
MCM
915
Marathon Capital Management
Maryland
$242K – – –
CNB
916
Camden National Bank
Maine
$242K +$229K +700 New
Arax Advisory Partners
917
Arax Advisory Partners
Colorado
$241K +$4.25K +13 +2%
TCI Wealth Advisors
918
TCI Wealth Advisors
Arizona
$240K +$227K +694 New
IB
919
Intrust Bank
Kansas
$239K +$226K +691 New
AFT
920
Alpha Family Trust
California
$239K – – –
NC
921
NovaPoint Capital
Georgia
$237K – – –
CFG
922
Carr Financial Group
Massachusetts
$234K +$221K +676 New
HWA
923
HCR Wealth Advisors
California
$234K +$221K +676 New
DA
924
Dover Advisors
Virginia
$234K +$221K +675 New
EverSource Wealth Advisors
925
EverSource Wealth Advisors
Alabama
$231K -$60.2K -184 -22%