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Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
751
Van Hulzen Asset Management
California
$238K +$232K +1,313 New
TCB
752
Texas Capital Bancshares
Texas
$238K -$1.06K -6 -0.5%
Wealth Enhancement Advisory Services
753
Wealth Enhancement Advisory Services
Minnesota
$237K +$231K +1,309 New
OWA
754
Opal Wealth Advisors
New York
$237K +$28.9K +164 +14%
HIC
755
Harvey Investment Company
Kentucky
$236K
PAS
756
Professional Advisory Services
Florida
$236K
PL
757
Parthenon LLC
Kentucky
$236K
BWA
758
Burt Wealth Advisors
Maryland
$235K
FW
759
FirstPurpose Wealth
Utah
$234K +$228K +1,291 New
CSIC
760
Clifford Swan Investment Counsel
California
$233K
PWP
761
Principle Wealth Partners
Connecticut
$231K
MA
762
MJP Associates
Connecticut
$229K +$6.88K +39 +3%
HI
763
Harbour Investments
Wisconsin
$229K +$2.82K +16 +1%
LIA
764
LS Investment Advisors
Michigan
$228K
FHA
765
Flagship Harbor Advisors
Massachusetts
$228K
BHWM
766
Bar Harbor Wealth Management
New Hampshire
$227K
Koshinski Asset Management
767
Koshinski Asset Management
Illinois
$227K +$6.71K +38 +3%
ADMI
768
Albert D. Mason Inc
Massachusetts
$227K +$14.3K +81 +7%
SC
769
Savant Capital
Illinois
$227K +$221K +1,253 New
HTHT
770
Hemenway Trust Hemenway Trust
New Hampshire
$227K +$7.59K +43 +4%
WB
771
Webster Bank
Connecticut
$227K
BHIA
772
Birch Hill Investment Advisors
Massachusetts
$226K
HFG
773
Heron Financial Group
New York
$226K -$2.47K -14 -1%
APWM
774
Argonautica Private Wealth Management
Massachusetts
$225K -$36.9K -209 -14%
CWM
775
Curi Wealth Management
North Carolina
$224K +$8.29K +47 +4%