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Name Holding Trade Value Shares
Change
Change in
Stake
LCS
926
Levin Capital Strategies
New York
$487K +$3.32K +55 +0.7%
LOPW
927
Live Oak Private Wealth
North Carolina
$487K +$461K +7,641 New
BA
928
Bridgewater Advisors
New York
$486K – – –
MFA
929
Mayflower Financial Advisors
Massachusetts
$486K +$2.35K +39 +0.5%
Mission Wealth Management
930
Mission Wealth Management
California
$485K -$64.4K -1,068 -12%
Madison Asset Management
931
Madison Asset Management
Wisconsin
$485K -$1.99K -33 -0.4%
MIP
932
Marietta Investment Partners
Wisconsin
$482K -$5.19K -86 -1%
RWB
933
RMR Wealth Builders
New Jersey
$481K +$456K +7,554 New
MPCG
934
Matrix Private Capital Group
New York
$479K -$71.1K -1,179 -14%
GEA
935
Glen Eagle Advisors
New Jersey
$478K -$11.9K -197 -3%
RBFC
936
Roman Butler Fullerton & Co
Missouri
$476K +$450K +7,463 New
Freestone Capital Holdings
937
Freestone Capital Holdings
Washington
$473K +$181 +3 +0%
ML
938
McAdam LLC
Pennsylvania
$472K +$7.12K +118 +2%
Ingalls & Snyder LLC
939
Ingalls & Snyder LLC
New York
$471K +$965 +16 +0.2%
Simplicity Solutions
940
Simplicity Solutions
Minnesota
$470K -$387K -6,410 -46%
ST
941
Spinnaker Trust
Maine
$469K +$3.38K +56 +0.8%
Savant Capital
942
Savant Capital
Illinois
$468K +$41.9K +694 +10%
LWA
943
Lineweaver Wealth Advisors
Ohio
$466K +$442K +7,328 New
Chicago Partners Investment Group
944
Chicago Partners Investment Group
Illinois
$462K +$85K +1,410 +27%
CFA
945
Compass Financial Advisors
Indiana
$461K +$41.3K +685 +10%
TFM
946
TFC Financial Management
Massachusetts
$458K -$12.1K -200 -3%
SOAMC
947
Spirit of America Management Corp
New York
$452K – – –
SIC
948
SFE Investment Counsel
California
$452K +$74.8K +1,240 +21%
BBNA
949
Bremer Bank National Association
Minnesota
$451K -$24.1K -400 -5%
AF
950
Aldebaran Financial
$449K +$39.2K +650 +10%