Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1001
Flagship Harbor Advisors
Massachusetts
$214K +$362 +1 +0.2%
CA
1002
Cornerstone Advisory
Maryland
$213K -$1.81K -5 -0.8%
TWA
1003
TCI Wealth Advisors
Arizona
$211K – – –
HTHT
1004
Hemenway Trust Hemenway Trust
New Hampshire
$210K -$12.3K -34 -5%
GPW
1005
Genesis Private Wealth
Virginia
$210K -$39.5K -109 -16%
NI
1006
Natural Investments
California
$210K +$213K +589 New
TPI
1007
Trust Point Inc
Wisconsin
$210K -$14.9K -41 -7%
CH
1008
Cromwell Holdings
Wyoming
$210K – – –
S
1009
Sunpointe
Missouri
$210K -$1.09K -3 -0.5%
WBC
1010
Westpac Banking Corp
Australia
$209K -$7.61K -21 -3%
HWA
1011
HCR Wealth Advisors
California
$208K -$34.4K -95 -14%
MCCA
1012
Mill Creek Capital Advisors
Pennsylvania
$207K -$34.1K -94 -14%
BAM
1013
Bosun Asset Management
Illinois
$206K – – –
FFN
1014
Focus Financial Network
Minnesota
$206K +$11.2K +31 +6%
GSF
1015
Grove Street Fiduciary
New Hampshire
$205K – – –
CTA
1016
Colonial Trust Advisors
South Carolina
$205K – – –
ACC
1017
Acorn Creek Capital
Colorado
$205K -$6.16K -17 -3%
OL
1018
OneFund LLC
Florida
$204K -$1.09K -3 -0.5%
DOA
1019
D'Orazio & Associates
Virginia
$202K -$4.35K -12 -2%
CWA
1020
Carolina Wealth Advisors
South Carolina
$199K – – –
HNW
1021
High Note Wealth
Minnesota
$195K -$1.09K -3 -0.5%
GM
1022
GeoWealth Management
Illinois
$191K -$7.25K -20 -4%
IA
1023
IFP Advisors
Florida
$191K -$71.4K -197 -66%
PS
1024
Principal Securities
Iowa
$183K -$807K -2,226 -81%
FHA
1025
First Horizon Advisors
Tennessee
$179K -$4.35K -12 -2%