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Name Holding Trade Value Shares
Change
Change in
Stake
BWA
551
BDO Wealth Advisors
Florida
$347K -$39.9K -237 -11%
Capstone Investment Advisors
552
Capstone Investment Advisors
New York
$347K +$326K +1,936 New
PWP
553
Principle Wealth Partners
Connecticut
$344K
PAS
554
Park Avenue Securities
New York
$343K +$39.1K +232 +14%
Vanguard Personalized Indexing Management
555
Vanguard Personalized Indexing Management
California
$342K +$21.6K +128 +7%
CPA
556
Clear Perspective Advisors
Illinois
$340K
OC
557
Oppenheimer & Co
New York
$324K -$14.2K -84 -4%
BBNA
558
Bremer Bank National Association
Minnesota
$324K -$12.5K -74 -4%
TFO
559
Tarbox Family Office
California
$322K
EF
560
Empirical Finance
Pennsylvania
$319K +$59.3K +352 +25%
LSAG
561
Lake Street Advisors Group
New Hampshire
$318K +$12.6K +75 +4%
FLPIM
562
F.L. Putnam Investment Management
Massachusetts
$317K +$7.58K +45 +3%
ANTB
563
AMG National Trust Bank
Colorado
$317K +$24.6K +146 +9%
LWM
564
Lyell Wealth Management
California
$315K +$296K +1,756 New
Kovitz Investment Group Partners
565
Kovitz Investment Group Partners
Illinois
$310K -$37.1K -220 -11%
SIM
566
Stratos Investment Management
Ohio
$310K
UCFA
567
United Capital Financial Advisors
Texas
$309K -$53.1K -315 -15%
AWM
568
Aprio Wealth Management
Georgia
$306K -$13.5K -80 -4%
LP
569
LMR Partners
United Kingdom
$306K +$287K +1,706 New
ACM
570
Allred Capital Management
Texas
$303K +$24.6K +146 +9%
C1AG
571
Client 1st Advisory Group
Florida
$298K
CCA
572
Checchi Capital Advisers
California
$295K +$18K +107 +7%
GDP
573
Great Diamond Partners
Maine
$289K +$10.1K +60 +4%
IAN
574
Integrated Advisors Network
Texas
$282K +$4.38K +26 +2%
MSR
575
Main Street Research
Connecticut
$269K