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Name Holding Trade Value Shares
Change
Change in
Stake
OL
1801
Optas LLC
Texas
$211K -$119K -947 -37%
CW
1802
Cabot-Wellington
Massachusetts
$211K – – –
OCPWS
1803
One Charles Private Wealth Services
Massachusetts
$211K +$197K +1,564 New
EMG
1804
ETF Managers Group
New Jersey
$211K +$205K +1,625 New
AA
1805
Argent Advisors
Louisiana
$210K +$203K +1,615 New
CWM
1806
Centric Wealth Management
Illinois
$209K -$450K -3,574 -69%
MGWM
1807
Marks Group Wealth Management
Minnesota
$209K -$70.7K -561 -26%
BO
1808
BRR OpCo
Ohio
$209K -$19.4K -154 -9%
AAM
1809
AMI Asset Management
California
$209K +$202K +1,600 New
SMH
1810
Sanders Morris Harris
Texas
$209K +$202K +1,603 New
VCM
1811
Virtue Capital Management
Tennessee
$208K +$201K +1,592 New
PFA
1812
Pure Financial Advisors
California
$208K +$201K +1,598 New
FCM
1813
Fairbanks Capital Management
California
$207K -$40.1K -318 -18%
1WA
1814
180 Wealth Advisors
Washington
$207K +$195K +1,550 New
Financial Engines Advisors
1815
Financial Engines Advisors
California
$207K +$200K +1,589 New
RGIA
1816
Rainier Group Investment Advisory
Washington
$206K -$70.1K -556 -26%
BWP
1817
Bernardo Wealth Planning
Pennsylvania
$205K +$198K +1,575 New
CWM
1818
Chronos Wealth Management
Florida
$205K +$198K +1,575 New
FRM
1819
Fox Run Management
Connecticut
$205K +$198K +1,575 New
GBBWRPM
1820
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$204K +$197K +1,567 New
BONST
1821
Bank of Nova Scotia Trust
Ontario, Canada
$203K -$33.1K -263 -14%
SIM
1822
SSI Investment Management
California
$201K +$194K +1,540 New
IC
1823
Inscription Capital
Texas
$201K +$194K +1,542 New
BCP
1824
Blue Chip Partners
Michigan
$199K -$20.5K -163 -10%
CTB
1825
Country Trust Bank
Illinois
$196K – – –