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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1301
Meridian Wealth Advisors
Texas
$214K – – –
PMFA
1302
Plante Moran Financial Advisors
Michigan
$213K +$32.1K +186 +17%
TSS
1303
Two Sigma Securities
New York
$212K +$216K +1,254 New
CC
1304
Claybrook Capital
Massachusetts
$207K – – –
WA
1305
Wealth Architects
California
$205K +$7.94K +46 +4%
FHB
1306
First Hawaiian Bank
Hawaii
$205K +$29.3K +170 +16%
MFW
1307
Mosaic Family Wealth
Missouri
$205K +$34.3K +199 +20%
GIM
1308
Grassi Investment Management
California
$203K – – –
BRC
1309
Bell Rock Capital
Delaware
$202K -$954K -5,527 -82%
FG
1310
Fiduciary Group
Georgia
$201K +$205K +1,185 New
OSNBOA
1311
Old Second National Bank of Aurora
Illinois
$200K +$31.9K +185 +19%
WAP
1312
Wealthcare Advisory Partners
Pennsylvania
$198K +$70.4K +408 +54%
HPC
1313
HM Payson & Co
Maine
$196K +$200K +1,158 New
VEA
1314
Virtus ETF Advisers
New York
$194K +$108K +626 +121%
MA
1315
MUFG Americas
New York
$193K +$14.7K +85 +8%
RWA
1316
Ropes Wealth Advisors
Massachusetts
$191K +$108K +625 +125%
AA
1317
AlphaMark Advisors
Kentucky
$188K +$2.59K +15 +1%
BCI
1318
Brinker Capital Investments
Pennsylvania
$188K +$140K +810 +273%
AC
1319
Avestar Capital
New York
$185K -$62.1K -360 -23%
YWP
1320
YorkBridge Wealth Partners
New York
$184K +$2.93K +17 +2%
SIAP
1321
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$184K +$60.4K +350 +48%
DWM
1322
Doyle Wealth Management
Florida
$171K +$174K +1,011 New
CSS
1323
Cubist Systematic Strategies
Connecticut
$169K -$639K -3,700 -79%
SNT
1324
Security National Trust
West Virginia
$169K – – –
RFM
1325
Royal Fund Management
Florida
$167K +$114K +662 +203%
51 52
53
54 55