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Name Holding Trade Value Shares
Change
Change in
Stake
BTW
1701
Boston Trust Walden
Massachusetts
$547K -$43.8K -290 -8%
SC
1702
Sapient Capital
Indiana
$547K +$506K +3,346 New
DTC
1703
Davidson Trust Company
Washington
$547K +$4.53K +30 +0.9%
IWA
1704
Icon Wealth Advisors
Texas
$547K +$505K +3,343 New
Financial Engines Advisors
1705
Financial Engines Advisors
California
$546K -$256K -1,693 -34%
ITIM
1706
Indiana Trust & Investment Management
Indiana
$546K
FSC
1707
Full Sail Capital
Oklahoma
$546K +$22.8K +151 +5%
GWA
1708
Gratus Wealth Advisors
Virginia
$545K +$504K +3,335 New
HCM
1709
Hutchinson Capital Management
California
$545K -$13K -86 -3%
HA
1710
HFG Advisors
Ohio
$545K +$180K +1,192 +56%
BFG
1711
Baron Financial Group
New Jersey
$545K -$14.4K -95 -3%
IW
1712
Imprint Wealth
South Carolina
$545K +$109K +720 +29%
GLLW
1713
Graves Light Lenhart Wealth
Virginia
$544K +$151 +1 +0%
NF
1714
Norwood Financial
Pennsylvania
$544K -$79.2K -524 -14%
TC
1715
Truvestments Capital
Florida
$544K +$74.5K +493 +17%
GPA
1716
Garrison Point Advisors
California
$543K -$11.3K -75 -2%
EWA
1717
Encompass Wealth Advisors
Oregon
$543K +$604 +4 +0.1%
PWP
1718
Private Wealth Partners
California
$543K
MIM
1719
Morningstar Investment Management
Illinois
$542K -$1.3M -8,613 -72%
OTL
1720
Oak Thistle LLC
New York
$542K +$500K +3,312 New
OWA
1721
Opal Wealth Advisors
New York
$542K -$390K -2,578 -44%
GWM
1722
GDS Wealth Management
Texas
$541K +$453 +3 +0.1%
MSRI
1723
Michael S. Ryan Inc
New York
$541K
GIS
1724
Grayhawk Investment Strategies
Alberta, Canada
$540K +$499K +3,299 New
DIA
1725
Dana Investment Advisors
Wisconsin
$539K -$34.3K -227 -6%