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Name Holding Trade Value Shares
Change
Change in
Stake
ECAM
1476
East Coast Asset Management
Massachusetts
$353K – – –
FMLI
1477
Fukoku Mutual Life Insurance
Japan
$353K – – –
APW
1478
Austin Private Wealth
Texas
$352K -$78.2K -639 -20%
BA
1479
Bridgewater Associates
Connecticut
$351K -$497K -4,060 -61%
AO
1480
Advisor OS
Illinois
$350K -$10.4K -85 -3%
UCB
1481
United Community Bank
South Carolina
$349K – – –
AWA
1482
Aaron Wealth Advisors
Illinois
$348K +$27.7K +226 +10%
MIS
1483
Morningstar Investment Services
Illinois
$348K +$62.1K +507 +25%
BTC
1484
Bank & Trust Company
Illinois
$348K – – –
PA
1485
Promethium Advisors
Maryland
$346K +$310K +2,534 New
SP
1486
Successful Portfolios
Florida
$345K -$1.1K -9 -0.4%
BSHC
1487
Breed's Hill Capital
Massachusetts
$345K – – –
RMF
1488
Red Mountain Financial
Colorado
$344K +$308K +2,517 New
MSWM
1489
McGlone Suttner Wealth Management
Wisconsin
$344K +$56.4K +461 +22%
NAM
1490
NorthCrest Asset Manangement
Minnesota
$343K +$54.5K +445 +22%
MGIA
1491
Matthew Goff Investment Advisor
Texas
$343K +$307K +2,510 New
SGAM
1492
Smith Group Asset Management
Texas
$343K +$307K +2,510 New
EWM
1493
Empirical Wealth Management
Washington
$342K -$130K -1,066 -30%
LF
1494
Lantz Financial
Illinois
$342K +$3.92K +32 +1%
FI
1495
Fractal Investments
Connecticut
$342K – – –
SSWG
1496
Seven Springs Wealth Group
Tennessee
$342K – – –
TCM
1497
Telos Capital Management
California
$341K -$16.6K -136 -5%
BW
1498
Bison Wealth
Georgia
$341K -$133K -1,089 -30%
SAI
1499
Savvy Advisors Inc
New York
$341K +$305K +2,495 New
BIAS
1500
Beacon Investment Advisory Services
New Jersey
$341K -$122 -1 -0%