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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
676
One Wealth Advisors
California
$229K +$213K +1,399 New
SGM
677
Skye Global Management
Florida
$229K +$214K +1,400 New
GFS
678
GYL Financial Synergies
Connecticut
$228K -$5.8K -38 -3%
WP
679
WealthSource Partners
California
$228K +$213K +1,396 New
CCM
680
Chilton Capital Management
Texas
$227K -$139K -914 -40%
RI
681
Ridgewood Investments
New Jersey
$227K +$211K +1,386 New
SCM
682
SOL Capital Management
Maryland
$226K -$38.1K -250 -15%
PNC
683
Park National Corp
Ohio
$226K +$211K +1,380 New
VDI
684
Vaughan David Investments
Illinois
$225K +$210K +1,376 New
FPCG
685
Fort Pitt Capital Group
Pennsylvania
$224K +$209K +1,367 New
AW
686
ACG Wealth
Georgia
$222K +$207K +1,357 New
VC
687
Voit & Company
Wisconsin
$220K +$206K +1,347 New
AFNAS
688
American Financial Network Advisory Services
California
$219K -$15.3K -100 -7%
BRWA
689
B. Riley Wealth Advisors
Florida
$219K +$203K +1,333 New
FB
690
Fulton Bank
Pennsylvania
$218K -$68.7K -450 -25%
TCM
691
Tradewinds Capital Management
Washington
$215K
DHFB
692
Dixon Hubard Feinour & Brown
Virginia
$213K +$198K +1,300 New
DCM
693
Dynamic Capital Management
Jersey
$213K +$198K +1,300 New
ONB
694
Old National Bancorp
Indiana
$212K -$127K -830 -39%
BWA
695
Burt Wealth Advisors
Maryland
$212K
III
696
Independent Investors Inc
New York
$212K +$198K +1,300 New
BFA
697
Beaumont Financial Advisors
Massachusetts
$208K +$194K +1,270 New
TSW
698
Thompson Siegel & Walmsley
Virginia
$207K
KWM
699
Kingsview Wealth Management
Oregon
$207K +$193K +1,266 New
CL
700
CPWM LLC
Washington
$207K +$193K +1,268 New