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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
901
Wealthspire Advisors (New York)
New York
$214K +$214K +818 New
HSA
902
HBK Sorce Advisory
Pennsylvania
$213K +$213K +813 New
AF
903
Arrow Financial
New York
$212K
CWM
904
Concentrum Wealth Management
California
$212K
CA
905
Clearstead Advisors
Ohio
$211K
BOC
906
Barbara Oil Co
Illinois
$210K
CNB
907
Camden National Bank
Maine
$210K
ECM
908
Elgethun Capital Management
South Dakota
$210K
HCA
909
Horan Capital Advisors
Ohio
$210K
HPWM
910
Highland Private Wealth Management
Washington
$210K +$6.01K +23 +3%
MCM
911
McRae Capital Management
New Jersey
$210K +$209K +800 New
MIAS
912
Mason Investment Advisory Services
Virginia
$210K
WMA
913
Wealth Management Associates
New Jersey
$209K +$209K +799 New
TCM
914
Teza Capital Management
Illinois
$209K -$1.18M -4,502 -85%
WA
915
WESPAC Advisors
California
$209K
BLAM
916
Bourne Lent Asset Management
New York
$208K +$261 +1 +0.1%
CBTWT
917
Community Bank & Trust (Waco, Texas)
Texas
$207K +$207K +791 New
GLA
918
Great Lakes Advisors
Illinois
$206K -$19.4K -74 -9%
AC
919
Abbrea Capital
California
$205K +$205K +784 New
MG
920
Mather Group
Illinois
$204K +$203K +778 New
KIA
921
KCM Investment Advisors
California
$203K +$203K +775 New
FFN
922
Focus Financial Network
Minnesota
$203K
JFA
923
Johanson Financial Advisors
California
$202K -$4.97K -19 -2%
HHGA
924
Halbert Hargrove Global Advisors
California
$202K -$33.2K -127 -14%
WP
925
WMS Partners
Maryland
$202K +$202K +771 New