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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
776
RBA Wealth Management
California
$240K +$223K +5,304 New
6M
777
6 Meridian
Kansas
$239K +$1.56K +37 +0.7%
AGP
778
Autumn Glory Partners
Texas
$238K +$221K +5,265 New
CL
779
CPWM LLC
Washington
$236K – – –
MFW
780
Meristem Family Wealth
Minnesota
$235K – – –
BWM
781
BNC Wealth Management
Oregon
$234K -$378 -9 -0.2%
CSWM
782
Cassady Schiller Wealth Management
Ohio
$234K +$217K +5,170 New
SPIA
783
Steward Partners Investment Advisory
New York
$233K -$22K -523 -9%
AF
784
Allworth Financial
California
$232K +$19.1K +454 +10%
FI
785
Finivi Inc
Massachusetts
$230K +$214K +5,090 New
Credit Agricole
786
Credit Agricole
France
$229K -$85.6K -2,035 -29%
VDI
787
Vaughan David Investments
Illinois
$229K -$4.2K -100 -2%
RPGK
788
Retirement Planning Group (Kansas)
Kansas
$227K -$2.69K -64 -1%
FWCM
789
Ferguson Wellman Capital Management
Oregon
$224K +$208K +4,950 New
AIA
790
Affinity Investment Advisors
California
$223K +$207K +4,934 New
BFPW
791
BOK Financial Private Wealth
Colorado
$222K +$206K +4,899 New
HH
792
Hilltop Holdings
Texas
$222K +$206K +4,908 New
WG
793
Winton Group
United Kingdom
$219K -$1.02M -24,258 -83%
TWM
794
Titus Wealth Management
California
$216K +$201K +4,780 New
CBFP
795
Cedar Brook Financial Partners
Ohio
$215K +$200K +4,752 New
WANY
796
Wealthspire Advisors (New York)
New York
$212K +$197K +4,674 New
CIC
797
Carnegie Investment Counsel
Ohio
$209K +$194K +4,625 New
EN1L
798
Engine No 1 LLC
California
$209K +$195K +4,628 New
MA
799
MONECO Advisors
Connecticut
$208K +$193K +4,600 New
PFPT
800
Pinnacle Financial Partners (Tennessee)
Tennessee
$207K +$192K +4,578 New