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Name Holding Trade Value Shares
Change
Change in
Stake
RSA
801
Robertson Stephens Advisors
California
$232K +$232K +19,167 New
CAG
802
Crestwood Advisors Group
Massachusetts
$230K – – –
CCWA
803
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$226K – – –
WTB
804
Washington Trust Bank
Washington
$225K -$33K -2,719 -13%
CCM
805
Coldstream Capital Management
Washington
$224K -$7.34K -605 -3%
CMO
806
Covenant Multifamily Offices
Texas
$223K +$223K +18,374 New
HWA
807
HCR Wealth Advisors
California
$223K +$223K +18,377 New
LCM
808
Liberty Capital Management
Michigan
$221K -$1.2M -98,962 -85%
PGA
809
Portland Global Advisors
Maine
$221K -$120K -9,880 -35%
SW
810
SVB Wealth
Massachusetts
$221K -$93.8K -7,733 -30%
FRM
811
Fox Run Management
Connecticut
$221K +$221K +18,200 New
BFM
812
Boston Financial Management
Massachusetts
$220K +$220K +18,161 New
FANJ
813
Financial Architects (New Jersey)
New Jersey
$216K +$99.7K +8,216 +86%
NIM
814
Northeast Investment Management
Massachusetts
$215K +$21.8K +1,800 +11%
MWAC
815
Mariner Wealth Advisors (Cincinnati)
Ohio
$213K -$53.5K -4,411 -20%
FTIOP
816
Fiduciary Trust International of Pennsylvania
Pennsylvania
$213K +$54.6K +4,500 +34%
FMLI
817
Fukoku Mutual Life Insurance
Japan
$212K -$14.6K -1,200 -6%
AUB
818
Atlantic Union Bankshares
Virginia
$210K -$30.3K -2,500 -13%
AWA
819
Arete Wealth Advisors
Illinois
$209K +$2K +165 +1%
MA
820
MUFG Americas
New York
$209K +$7.23K +596 +4%
GLA
821
Good Life Advisors
Pennsylvania
$209K +$200K +16,528 New
ANB
822
Amarillo National Bank
Texas
$207K – – –
SYBT
823
Stock Yards Bank & Trust
Kentucky
$206K +$8.37K +690 +4%
AMCA
824
Arthur M. Cohen & Associates
Illinois
$206K +$206K +17,000 New
Koshinski Asset Management
825
Koshinski Asset Management
Illinois
$205K -$35.9K -2,957 -15%