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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
826
Modera Wealth Management
New Jersey
$215K +$193K +1,117 New
OTL
827
Oak Thistle LLC
New York
$215K +$193K +1,117 New
William Blair Investment Management
828
William Blair Investment Management
Illinois
$215K +$193K +1,117 New
TNBTD
829
Trustmark National Bank Trust Department
Mississippi
$213K +$192K +1,108 New
BSW
830
Buckingham Strategic Wealth
Missouri
$212K +$191K +1,101 New
WPW
831
Waldron Private Wealth
Pennsylvania
$211K -$80.1K -463 -30%
SA
832
Syntax Advisors
New York
$210K -$46.2K -267 -20%
VCG
833
Vantage Consulting Group
Virginia
$210K -$46.2K -267 -20%
MGIA
834
Moneta Group Investment Advisors
Missouri
$210K +$189K +1,091 New
CFO
835
Callan Family Office
Pennsylvania
$208K +$187K +1,079 New
SIC
836
Salem Investment Counselors
North Carolina
$207K -$26K -150 -12%
ECM
837
Evergreen Capital Management
Washington
$206K +$185K +1,072 New
UF
838
Univest Financial
Pennsylvania
$206K +$185K +1,072 New
CCA
839
Cottonwood Capital Advisors
Utah
$206K +$185K +1,068 New
AF
840
Allworth Financial
California
$205K -$24.7K -143 -12%
CG
841
CFO4Life Group
Texas
$204K +$184K +1,061 New
DWP
842
Destiny Wealth Partners
Florida
$204K +$183K +1,059 New
BW
843
Bison Wealth
Georgia
$203K +$183K +1,057 New
PCM
844
Penserra Capital Management
California
$203K +$181K +1,047 +10,470%
BBNA
845
Bremer Bank National Association
Minnesota
$201K +$181K +1,047 New
SLT
846
St Louis Trust
Missouri
$201K +$181K +1,044 New
PL
847
Plancorp LLC
Missouri
$200K +$180K +1,040 New
EWA
848
EverSource Wealth Advisors
Alabama
$199K +$126K +731 +240%
SIM
849
Sentry Investment Management
Wisconsin
$197K
EWM
850
Endurance Wealth Management
Rhode Island
$192K