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Name Holding Trade Value Shares
Change
Change in
Stake
BOH
851
Bank of Hawaii
Hawaii
$243K +$216K +4,200 New
C
852
Covestor
United Kingdom
$243K +$20.5K +398 +10%
AT
853
Arden Trust
Delaware
$242K
OWMIAS
854
One Wealth Management Investment & Advisory Services
Florida
$242K +$3.34K +65 +2%
CI
855
Conning Inc
Connecticut
$241K +$214K +4,161 New
CWM
856
Cherrydale Wealth Management
New Jersey
$241K +$214K +4,158 New
RWM
857
Ritholtz Wealth Management
New York
$240K +$213K +4,146 New
FW
858
FirstPurpose Wealth
Utah
$240K +$257 +5 +0.1%
EI
859
Ellevest Inc
New York
$240K +$213K +4,136 New
MSAM
860
Moloney Securities Asset Management
Missouri
$234K +$208K +4,044 New
FWA
861
FSM Wealth Advisors
Ohio
$232K +$206K +4,006 New
LCM
862
Leisure Capital Management
California
$232K +$206K +4,000 New
VCP
863
Vista Capital Partners
Oregon
$232K +$206K +4,000 New
AA
864
AlphaCentric Advisors
Puerto Rico
$228K -$19.2K -373 -9%
FTIS
865
First Trust Investment Solutions
Florida
$227K -$28.3K -551 -12%
LOIM
866
Liberty One Investment Management
Illinois
$226K +$201K +3,906 New
FFA
867
Fragasso Financial Advisors
Pennsylvania
$225K +$200K +3,881 New
NL
868
NWAM LLC
Washington
$224K +$205K +3,987 New
WB
869
West Bancorporation
Iowa
$224K -$11.4K -222 -5%
GL
870
Graypoint LLC
New York
$223K +$198K +3,852 New
VCG
871
Vantage Consulting Group
Virginia
$223K -$28.2K -548 -12%
WWP
872
Walden Wealth Partners
Ohio
$222K +$205K +3,984 New
AIMC
873
Alley Investment Management Company
Illinois
$221K +$196K +3,820 New
IAN
874
Integrated Advisors Network
Texas
$221K +$196K +3,816 New
ANTB
875
AMG National Trust Bank
Colorado
$220K +$196K +3,806 New