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Name Holding Trade Value Shares
Change
Change in
Stake
SWS
201
SYSTM Wealth Solutions
Illinois
$194K +$31.3K +2,363 +17%
HC
202
Henshaw Capital
Massachusetts
$193K +$215K +16,225 New
HCA
203
Hyperion Capital Advisors
New York
$192K +$214K +16,138 New
FNT
204
First National Trust
Pennsylvania
$190K +$212K +16,000 New
SIC
205
Samalin Investment Counsel
New York
$189K -$10.1K -760 -5%
FOA
206
Five Oceans Advisors
California
$183K -$11.8K -890 -5%
Prudential Financial
207
Prudential Financial
New Jersey
$182K +$59.7K +4,510 +33%
LSAG
208
Lake Street Advisors Group
New Hampshire
$180K -$16.8K -1,271 -8%
WI
209
WrapManager Inc
California
$175K +$32.1K +2,425 +20%
PA
210
Parallel Advisors
California
$173K -$7.08K -535 -4%
Luther King Capital Management (LKCM)
211
Luther King Capital Management (LKCM)
Texas
$171K +$10.4K +785 +6%
TSS
212
Two Sigma Securities
New York
$171K -$449K -33,890 -70%
APWM
213
Argonautica Private Wealth Management
Massachusetts
$170K +$189K +14,310 New
KI
214
Kapitalo Investimentos
Brazil
$169K +$188K +14,236 New
CCA
215
Checchi Capital Advisers
California
$167K
MSAM
216
Moloney Securities Asset Management
Missouri
$165K -$21.4K -1,616 -10%
BWP
217
Baldwin Wealth Partners
Massachusetts
$165K +$10.1K +765 +6%
SA
218
Shilanski & Associates
Alaska
$164K +$178K +13,483 New
CCA
219
Cottonwood Capital Advisors
Utah
$163K +$182K +13,711 New
PCA
220
Prosperity Capital Advisors
Ohio
$163K
BHPW
221
Beverly Hills Private Wealth
California
$162K +$29.2K +2,208 +19%
BPA
222
Beacon Pointe Advisors
California
$161K +$12.6K +955 +8%
FA
223
FDx Advisors
Illinois
$159K
KeyBank National Association
224
KeyBank National Association
Ohio
$158K -$162K -12,263 -48%
SW
225
SVB Wealth
Massachusetts
$153K -$12K -905 -7%