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Name Holding Trade Value Shares
Change
Change in
Stake
MUMSS
1451
Mitsubishi UFJ Morgan Stanley Securities
Japan
$545K +$543K +822 New
3IP
1452
3Chopt Investment Partners
Virginia
$544K +$97.8K +148 +22%
AFW
1453
Avantra Family Wealth
Pennsylvania
$539K +$16.5K +25 +3%
MBTD
1454
Mechanics Bank - Trust Department
California
$539K
LWL
1455
Leo Wealth LLC
Texas
$538K +$282K +427 +111%
CC
1456
Capital Counsel
New York
$537K +$661 +1 +0.1%
UFA
1457
Unify Financial Advisors
Florida
$536K +$535K +809 New
HCA
1458
Hardworking Capital Advisors
California
$534K +$533K +806 New
TWG
1459
The Wealth Group
Minnesota
$532K
SPWG
1460
Sage Private Wealth Group
Illinois
$531K +$14.5K +22 +3%
UIA
1461
Ulland Investment Advisors
Minnesota
$531K -$21.1K -32 -4%
WHCI
1462
W.H. Cornerstone Investments
Massachusetts
$531K +$661 +1 +0.1%
KGC
1463
Kennon-Green & Company
Ohio
$529K -$3.3K -5 -0.6%
OL
1464
OneFund LLC
Florida
$527K +$28.4K +43 +6%
CCA
1465
Conestoga Capital Advisors
Pennsylvania
$527K +$13.2K +20 +3%
SB
1466
Simmons Bank
Arkansas
$525K +$164K +248 +46%
PB
1467
Prosperity Bancshares
Texas
$525K +$524K +793 New
AOWM
1468
Alpha Omega Wealth Management
Virginia
$525K
TPWA
1469
Twin Peaks Wealth Advisors
California
$524K -$37K -56 -4%
WTB
1470
Washington Trust Bank
Washington
$523K +$15.2K +23 +3%
CG
1471
Cynosure Group
Utah
$522K +$66.1K +100 +15%
CIM
1472
Cambria Investment Management
California
$521K +$131K +198 +34%
SAG
1473
SageView Advisory Group
California
$519K +$52.2K +79 +11%
SEIA
1474
Signature Estate & Investment Advisors
California
$519K -$4.63K -7 -0.9%
Betterment LLC
1475
Betterment LLC
New York
$519K +$3.3K +5 +0.6%