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Name Holding Trade Value Shares
Change
Change in
Stake
OL
1476
Optas LLC
Texas
$353K +$329K +3,492 New
MWA
1477
Martel Wealth Advisors
Washington
$351K -$4.34K -46 -1%
MSR
1478
Main Street Research
Connecticut
$349K – – –
Balentine LLC
1479
Balentine LLC
Georgia
$348K -$611K -6,476 -65%
PPP
1480
Private Portfolio Partners
New Jersey
$348K – – –
EWM
1481
Elite Wealth Management
Washington
$348K +$324K +3,437 New
SDH
1482
Sloy Dahl & Holst
Washington
$348K +$324K +3,441 New
PHAM
1483
Palisades Hudson Asset Management
Florida
$347K – – –
RG
1484
Retirement Group
California
$347K +$323K +3,423 New
RNC Capital Management
1485
RNC Capital Management
California
$346K -$25.7K -273 -7%
MCA
1486
Mercer Capital Advisers
New Jersey
$346K – – –
GSBTD
1487
Glenview State Bank Trust Department
Illinois
$344K – – –
LWP
1488
Legacy Wealth Planning
Nevada
$343K +$319K +3,387 New
PIMG
1489
Patriot Investment Management Group
Tennessee
$342K – – –
WA1
1490
Wimmer Associates 1
California
$339K +$12.3K +130 +4%
Waldron Private Wealth
1491
Waldron Private Wealth
Pennsylvania
$338K +$17.8K +189 +6%
EM
1492
Excalibur Management
Massachusetts
$337K +$314K +3,330 New
LC
1493
Lindbrook Capital
California
$336K +$15.9K +169 +5%
PAG
1494
Private Advisory Group
Washington
$333K – – –
BAM
1495
Bellevue Asset Management
Washington
$332K +$309K +3,280 New
One Capital Management
1496
One Capital Management
California
$331K – – –
CIP
1497
Convergence Investment Partners
Florida
$330K -$984K -10,441 -76%
GCM
1498
Gunderson Capital Management
South Carolina
$329K +$20.9K +222 +7%
O'Shaughnessy Asset Management
1499
O'Shaughnessy Asset Management
Connecticut
$329K +$306K +3,242 +64,840%
Vanguard Capital Wealth Advisors
1500
Vanguard Capital Wealth Advisors
Colorado
$328K -$1.98K -21 -0.6%