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Name Holding Trade Value Shares
Change
Change in
Stake
M
2076
Mirova
France
$416K +$149K +1,813 +61%
TI
2077
Truepoint Inc
Ohio
$415K +$13.4K +163 +4%
VBFG
2078
Vishria Bird Financial Group
Tennessee
$414K – – –
AAP
2079
Arax Advisory Partners
Colorado
$413K -$10.7K -130 -3%
RVPG
2080
Relative Value Partners Group
$412K – – –
BOM
2081
Bank of Marin
California
$412K +$390K +4,743 New
PIA
2082
Perennial Investment Advisors
California
$411K +$389K +4,737 New
WQ
2083
Wealth Quarterback
New Jersey
$411K +$4.2M +51,092 New
HCM
2084
Hudson Capital Management
New Jersey
$410K -$37K -451 -9%
WP
2085
WealthShield Partners
North Carolina
$408K +$12.1K +147 +3%
AC
2086
Addison Capital
Pennsylvania
$408K +$25.2K +307 +7%
PW
2087
Price Wealth
Texas
$405K -$25.1K -306 -6%
IUHSA
2088
Itau Unibanco Holding S.A.
Brazil
$405K +$383K +4,664 New
MG
2089
Mather Group
Illinois
$405K +$383K +4,664 New
TCOO
2090
Trust Company of Oklahoma
Oklahoma
$405K +$86.1K +1,048 +29%
OBWP
2091
O'Brien Wealth Partners
Massachusetts
$403K +$108K +1,311 +40%
NCM
2092
Nelson Capital Management
California
$402K -$77.5K -944 -17%
NCM
2093
Novare Capital Management
North Carolina
$400K +$89.8K +1,093 +31%
KC
2094
Kepos Capital
New York
$400K +$379K +4,611 New
CA
2095
Cumberland Advisors
Florida
$399K – – –
CSA
2096
Cottage Street Advisors
Massachusetts
$399K +$27.9K +340 +8%
AWA
2097
Arkadios Wealth Advisors
Georgia
$397K +$417K +5,082 New
AWM
2098
AllSquare Wealth Management
New York
$397K -$27.3K -332 -7%
BHC
2099
Bowen Hanes & Co
Florida
$396K – – –
SCM
2100
Southport Capital Management
Tennessee
$396K +$14.7K +179 +4%