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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
751
Arkadios Wealth Advisors
Georgia
$239K -$11.8K -67 -5%
Financial Engines Advisors
752
Financial Engines Advisors
California
$239K +$5.44K +31 +2%
OL
753
Optas LLC
Texas
$238K -$19.5K -111 -8%
WKWM
754
Walter & Keenan Wealth Management
Indiana
$237K -$17.5K -100 -7%
CWA
755
Centennial Wealth Advisory
Michigan
$236K
AWM
756
Absher Wealth Management
North Carolina
$235K +$232K +1,321 New
LIM
757
Leavell Investment Management
Alabama
$235K -$7.72K -44 -3%
DAS
758
Dynamic Advisor Solutions
Arizona
$235K -$22.6K -129 -9%
TCB
759
Texas Capital Bancshares
Texas
$235K
EIP
760
Epoch Investment Partners
New York
$234K +$175 +1 +0.1%
IWM
761
IHT Wealth Management
Illinois
$233K +$2.1K +12 +0.9%
HIC
762
Harvey Investment Company
Kentucky
$232K
PAS
763
Professional Advisory Services
Florida
$232K
PL
764
Parthenon LLC
Kentucky
$232K
LW
765
Linscomb Wealth
Texas
$231K +$11.4K +65 +5%
BWA
766
Burt Wealth Advisors
Maryland
$231K
MA
767
MONECO Advisors
Connecticut
$230K -$1.23K -7 -0.5%
CSIC
768
Clifford Swan Investment Counsel
California
$229K +$7.19K +41 +3%
GIM
769
Goelzer Investment Management
Indiana
$228K -$45.6K -260 -17%
PWP
770
Principle Wealth Partners
Connecticut
$227K
SWA
771
Stratos Wealth Advisors
Ohio
$226K -$10.9K -62 -5%
BIAS
772
Beacon Investment Advisory Services
New Jersey
$225K -$21.9K -125 -9%
LIA
773
LS Investment Advisors
Michigan
$224K
GL
774
Graypoint LLC
New York
$224K +$1.23K +7 +0.6%
FHA
775
Flagship Harbor Advisors
Massachusetts
$224K -$5.09K -29 -2%