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Name Holding Trade Value Shares
Change
Change in
Stake
EFM
701
E Fund Management
China
$230K -$56.8K -1,848 -17%
ANBT
702
American National Bank & Trust
Texas
$228K +$8.14K +265 +3%
EWS
703
Evergreen Wealth Solutions
Pennsylvania
$227K -$359K -11,702 -56%
PT
704
Plimoth Trust
Massachusetts
$227K – – –
VAS
705
Vestmark Advisory Solutions
Massachusetts
$226K -$68.9K -2,243 -20%
LC
706
Lindbrook Capital
California
$226K -$61.1K -1,988 -18%
HC
707
HNP Capital
New York
$226K – – –
TCPWM
708
Traverso Chambers Private Wealth Management
California
$226K – – –
VRM
709
Vectors Research Management
New York
$226K – – –
TIA
710
Tiemann Investment Advisors
California
$225K -$67.6K -2,200 -20%
WWA
711
WCG Wealth Advisors
Nevada
$224K +$276K +8,971 New
BTI
712
Blue Trust Inc
Georgia
$223K +$69.5K +2,262 +50%
IAN
713
Integrated Advisors Network
Texas
$222K -$190K -6,187 -41%
AT
714
American Trust
Kentucky
$222K -$14.1K -458 -5%
CCA
715
Catalyst Capital Advisors
New York
$222K – – –
KIA
716
KCM Investment Advisors
California
$221K -$25.3K -825 -9%
BRM
717
Boston Research & Management
Massachusetts
$221K – – –
HGWM
718
Horst & Graben Wealth Management
Oregon
$221K +$1.44K +47 +0.5%
FMAEN1
719
Fund Management at Engine No 1
California
$218K -$58.1K -1,893 -18%
NDSI
720
Newman Dignan & Sheerar Inc
Rhode Island
$217K +$461 +15 +0.2%
JC
721
Jacobs & Co
California
$216K +$307 +10 +0.1%
CWA
722
Centennial Wealth Advisory
Michigan
$216K +$267K +8,683 New
PCP
723
Proficio Capital Partners
Massachusetts
$215K -$9K -293 -3%
EFS
724
Essex Financial Services
Connecticut
$215K -$4.55K -148 -2%
WHC
725
Wulff, Hansen & Co
California
$215K – – –