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Name Holding Trade Value Shares
Change
Change in
Stake
ES
1051
Eagle Strategies
New York
$222K +$10.2K +123 +5%
GW
1052
Griffith & Werner
Georgia
$221K +$225K +2,705 New
AWA
1053
Aaron Wealth Advisors
Illinois
$221K +$19.5K +234 +9%
HH
1054
Hilltop Holdings
Texas
$221K +$333 +4 +0.1%
HFS
1055
Howard Financial Services
Texas
$221K +$225K +2,698 New
TNBTD
1056
Trustmark National Bank Trust Department
Mississippi
$219K -$3.5K -42 -2%
ANTB
1057
AMG National Trust Bank
Colorado
$217K -$4.16K -50 -2%
Financial Engines Advisors
1058
Financial Engines Advisors
California
$216K +$220K +2,642 New
BWP
1059
BSW Wealth Partners
Colorado
$215K +$219K +2,631 New
SWM
1060
Silverlake Wealth Management
Vermont
$215K -$1.83K -22 -0.8%
MPWT
1061
MassMutual Private Wealth & Trust
Connecticut
$213K +$21.9K +263 +11%
HIP
1062
HUB Investment Partners
Texas
$212K +$216K +2,592 New
CT
1063
Caldwell Trust
Florida
$212K – – –
IFG
1064
Independent Financial Group
California
$212K -$21.1K -254 -9%
KCM
1065
Kathmere Capital Management
Pennsylvania
$211K +$215K +2,582 New
EWM
1066
Evercore Wealth Management
New York
$210K – – –
TCA
1067
Transcend Capital Advisors
New Jersey
$210K -$15.4K -185 -7%
VCM
1068
Vivaldi Capital Management
Illinois
$210K +$201K +2,415 New
LCM
1069
Lazari Capital Management
California
$209K -$21.1K -254 -9%
KIM
1070
Kestra Investment Management
Texas
$209K -$21.7K -261 -9%
LJAC
1071
L.J. Altfest & Co
New York
$208K -$416 -5 -0.2%
BMCM
1072
Bryn Mawr Capital Management
Pennsylvania
$207K +$1.42K +17 +0.7%
BEAM
1073
Baker Ellis Asset Management
Washington
$205K – – –
HBS
1074
Howard Bailey Securities
Indiana
$204K -$61.1K -734 -23%
APA
1075
Astoria Portfolio Advisors
New York
$204K -$25.6K -308 -11%