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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
801
One Wealth Advisors
California
$211K +$213K +950 New
II
802
Inspire Investing
Idaho
$210K +$212K +945 New
BWM
803
BNC Wealth Management
Oregon
$207K +$45.8K +204 +28%
ISL
804
Ingalls & Snyder LLC
New York
$201K +$203K +904 New
WR
805
WD Rutherford
Oregon
$201K +$203K +905 New
LCP
806
Legacy Capital Partners
Wisconsin
$200K -$78.6K -350 -28%
FMLI
807
Fukoku Mutual Life Insurance
Japan
$200K
SBSB
808
Sullivan, Bruyette, Speros & Blaney
Virginia
$179K +$56.2K +250 +45%
OIA
809
Optimum Investment Advisors
Illinois
$178K
EDRH
810
Edmond de Rothschild Holding
Switzerland
$174K -$273K -1,216 -61%
SAS
811
Stelac Advisory Services
New York
$170K +$56.2K +250 +49%
Fifth Third Bancorp
812
Fifth Third Bancorp
Ohio
$159K +$4.72K +21 +3%
MHR
813
Matthew Hamilton Rosenberg
$156K
FPA
814
First Pacific Advisors
California
$155K +$44.5K +198 +40%
AAP
815
Arax Advisory Partners
Colorado
$150K +$7.86K +35 +5%
WLPWM
816
Walled Lake Planning & Wealth Management
Illinois
$144K
CI
817
CAZ Investments
Texas
$133K
FVWA
818
Foster Victor Wealth Advisors
South Carolina
$133K
GLLW
819
Graves Light Lenhart Wealth
Virginia
$129K +$130K +579 New
TFM
820
TFC Financial Management
Massachusetts
$127K +$29.6K +132 +30%
SWA
821
SOA Wealth Advisors
New York
$127K +$112K +500 New
FCM
822
Firestone Capital Management
Florida
$120K
SIM
823
Sonora Investment Management
Arizona
$118K +$1.12K +5 +1%
HFA
824
Hoover Financial Advisors
Pennsylvania
$114K +$102K +456 New
WB
825
Webster Bank
Connecticut
$113K +$106K +473 +1,351%