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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
751
Aaron Wealth Advisors
Illinois
$205K +$189K +2,100 New
VSQM
752
V-Square Quantitative Management
Illinois
$203K -$34.9K -388 -16%
CIS
753
Custom Index Systems
New York
$203K +$186K +2,075 New
RSWM
754
Robertson Stephens Wealth Management
California
$201K +$179K +1,996 New
KP
755
Keel Point
Alabama
$200K +$184K +2,050 New
GWSG
756
GPS Wealth Strategies Group
Colorado
$188K
HCP
757
Hexagon Capital Partners
Arkansas
$177K +$62.6K +697 +63%
KI
758
Kapitalo Investimentos
Brazil
$173K +$25.6K +285 +19%
MCM
759
Manchester Capital Management
Vermont
$172K +$5.12K +57 +3%
PO
760
Private Ocean
California
$170K
PFBT
761
Parkside Financial Bank & Trust
Missouri
$168K +$54.5K +607 +54%
PCTC
762
Perkins Coie Trust Company
Washington
$165K -$359 -4 -0.2%
MPWT
763
MassMutual Private Wealth & Trust
Connecticut
$161K +$21.5K +239 +17%
MA
764
MCF Advisors
Kentucky
$161K -$40.1K -446 -21%
Capstone Investment Advisors
765
Capstone Investment Advisors
New York
$157K -$120K -1,340 -46%
AA
766
Alta Advisers
United Kingdom
$146K
FHA
767
First Horizon Advisors
Tennessee
$144K -$14.6K -162 -10%
LWANC
768
Laurel Wealth Advisors (North Carolina)
North Carolina
$143K
TWM
769
Tradition Wealth Management
Minnesota
$143K -$1.08K -12 -0.8%
CAL
770
Capital Analysts LLC
Pennsylvania
$141K -$5.66K -63 -4%
SNB
771
Security National Bank
Nebraska
$139K +$128K +1,423 New
WIA
772
Wetzel Investment Advisors
Indiana
$133K +$122K +1,359 New
AF
773
Allworth Financial
California
$133K +$17K +189 +16%
MHR
774
Matthew Hamilton Rosenberg
$132K
CTC
775
Central Trust Company
Missouri
$130K