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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
701
Vestmark Advisory Solutions
Massachusetts
$226K -$68.9K -2,243 -20%
LC
702
Lindbrook Capital
California
$226K -$61.1K -1,988 -18%
HC
703
HNP Capital
New York
$226K
TCPWM
704
Traverso Chambers Private Wealth Management
California
$226K
VRM
705
Vectors Research Management
New York
$226K
TIA
706
Tiemann Investment Advisors
California
$225K -$67.6K -2,200 -20%
WWA
707
WCG Wealth Advisors
Nevada
$224K +$276K +8,971 New
BTI
708
Blue Trust Inc
Georgia
$223K +$69.5K +2,262 +50%
IAN
709
Integrated Advisors Network
Texas
$222K -$190K -6,187 -41%
AT
710
American Trust
Kentucky
$222K -$14.1K -458 -5%
CCA
711
Catalyst Capital Advisors
New York
$222K
KIA
712
KCM Investment Advisors
California
$221K -$25.3K -825 -9%
BRM
713
Boston Research & Management
Massachusetts
$221K
HGWM
714
Horst & Graben Wealth Management
Oregon
$221K +$1.44K +47 +0.5%
FMAEN1
715
Fund Management at Engine No 1
California
$218K -$58.1K -1,893 -18%
JC
716
Jacobs & Co
California
$216K +$307 +10 +0.1%
CWA
717
Centennial Wealth Advisory
Michigan
$216K +$267K +8,683 New
PCP
718
Proficio Capital Partners
Massachusetts
$215K -$9K -293 -3%
EFS
719
Essex Financial Services
Connecticut
$215K -$4.55K -148 -2%
WHC
720
Wulff, Hansen & Co
California
$215K
RWA
721
Redhawk Wealth Advisors
Minnesota
$214K -$711K -23,150 -73%
CPO
722
Cerity Partners OCIO
New York
$214K -$22.2K -723 -8%
TCOO
723
Trust Company of Oklahoma
Oklahoma
$214K +$263K +8,570 New
MFS
724
Mirabella Financial Services
United Kingdom
$210K -$28.9K -942 -10%
PFS
725
Physicians Financial Services
North Carolina
$210K -$307 -10 -0.1%