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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
551
V Wealth Advisors
Kansas
$348K +$7.58K +45 +2%
BWA
552
BDO Wealth Advisors
Florida
$347K -$39.9K -237 -11%
Capstone Investment Advisors
553
Capstone Investment Advisors
New York
$347K +$326K +1,936 New
PWP
554
Principle Wealth Partners
Connecticut
$344K – – –
Park Avenue Securities
555
Park Avenue Securities
New York
$343K +$39.1K +232 +14%
Vanguard Personalized Indexing Management
556
Vanguard Personalized Indexing Management
California
$342K +$21.6K +128 +7%
CPA
557
Clear Perspective Advisors
Illinois
$340K – – –
Oppenheimer & Co
558
Oppenheimer & Co
New York
$324K -$14.2K -84 -4%
BBNA
559
Bremer Bank National Association
Minnesota
$324K -$12.5K -74 -4%
TFO
560
Tarbox Family Office
California
$322K – – –
Empirical Finance
561
Empirical Finance
Pennsylvania
$319K +$59.3K +352 +25%
LSAG
562
Lake Street Advisors Group
New Hampshire
$318K +$12.6K +75 +4%
F.L. Putnam Investment Management
563
F.L. Putnam Investment Management
Massachusetts
$317K +$7.58K +45 +3%
AMG National Trust Bank
564
AMG National Trust Bank
Colorado
$317K +$24.6K +146 +9%
LWM
565
Lyell Wealth Management
California
$315K +$296K +1,756 New
Kovitz Investment Group Partners
566
Kovitz Investment Group Partners
Illinois
$310K -$37.1K -220 -11%
SIM
567
Stratos Investment Management
Ohio
$310K – – –
United Capital Financial Advisors
568
United Capital Financial Advisors
Texas
$309K -$53.1K -315 -15%
AWM
569
Aprio Wealth Management
Georgia
$306K -$13.5K -80 -4%
LMR Partners
570
LMR Partners
United Kingdom
$306K +$287K +1,706 New
ACM
571
Allred Capital Management
Texas
$303K +$24.6K +146 +9%
C1AG
572
Client 1st Advisory Group
Florida
$298K – – –
CCA
573
Checchi Capital Advisers
California
$295K +$18K +107 +7%
GDP
574
Great Diamond Partners
Maine
$289K +$10.1K +60 +4%
IAN
575
Integrated Advisors Network
Texas
$282K +$4.38K +26 +2%