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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1076
Opal Wealth Advisors
New York
$392K +$120K +407 +43%
VCM
1077
Violich Capital Management
California
$390K – – –
MPCG
1078
Matrix Private Capital Group
New York
$390K – – –
CAG
1079
Crestwood Advisors Group
Massachusetts
$389K -$116K -393 -23%
GC
1080
Grimes & Company
Massachusetts
$388K -$28.7K -97 -7%
WT
1081
Washington Trust
Rhode Island
$385K -$3.55K -12 -0.9%
AWM
1082
Avior Wealth Management
Nebraska
$384K +$15.1K +51 +3%
RDWM
1083
Red Door Wealth Management
Tennessee
$384K – – –
AIA
1084
AssuredPartners Investment Advisors
Florida
$384K -$41.1K -139 -9%
CCA
1085
Childress Capital Advisors
Texas
$383K +$21.3K +72 +6%
GFA
1086
Gallagher Fiduciary Advisors
Illinois
$382K +$8.88K +30 +2%
SQA
1087
Simon Quick Advisors
New Jersey
$382K +$2.96K +10 +0.8%
CRC
1088
Curi RMB Capital
Illinois
$382K +$86.7K +293 +28%
AA
1089
Alta Advisers
United Kingdom
$382K – – –
SVWAG
1090
Sound View Wealth Advisors Group
Georgia
$381K -$34.6K -117 -8%
NFP
1091
Narus Financial Partners
Utah
$381K +$59.8K +202 +18%
TFIPS
1092
Towarzystwo Funduszy Inwestycyjnych PZU SA
$379K – – –
MFG
1093
MidWestOne Financial Group
Iowa
$379K – – –
ML
1094
McAdam LLC
Pennsylvania
$378K +$16.6K +56 +4%
ET
1095
Equitable Trust
Tennessee
$377K – – –
HSA
1096
HBK Sorce Advisory
Pennsylvania
$376K +$4.14K +14 +1%
DWM
1097
Drive Wealth Management
Utah
$375K +$15.1K +51 +4%
EW
1098
Evoke Wealth
California
$375K -$94.4K -319 -20%
WSC
1099
Wellington Shields & Co
New York
$371K – – –
SNWA
1100
Siligmueller & Norvid Wealth Advisors
Illinois
$368K +$378K +1,278 New