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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
976
Henshaw Capital
Massachusetts
$332K +$352K +2,410 New
UAS
977
United Asset Strategies
New York
$331K -$57K -390 -14%
ICG
978
InterOcean Capital Group
Tennessee
$331K – – –
MWA
979
MFA Wealth Advisors
Pennsylvania
$329K – – –
FCA
980
FinTrust Capital Advisors
South Carolina
$328K -$49.7K -340 -13%
APW
981
Austin Private Wealth
Texas
$328K +$105K +720 +43%
VAFP
982
Vahanian & Associates Financial Planning
New York
$326K +$346K +2,370 New
RW
983
REDW Wealth
New Mexico
$324K – – –
JSP
984
Jackson Square Partners
California
$322K -$43.8K -300 -11%
EH
985
Equitable Holdings
New York
$321K +$40.9K +280 +14%
ZB
986
Zions Bancorporation
Utah
$320K +$270K +1,850 +394%
HIM
987
Hanlon Investment Management
New Jersey
$319K – – –
SFA
988
Sequoia Financial Advisors
Ohio
$317K +$336K +2,300 New
TBA
989
Tower Bridge Advisors
Pennsylvania
$317K -$43.8K -300 -12%
MW
990
Marcum Wealth
Ohio
$314K +$78.9K +540 +31%
AC
991
ASB Consultores
Florida
$313K +$332K +2,270 New
HI
992
Harrington Investments
California
$311K -$124K -850 -27%
FAM
993
Fulcrum Asset Management
United Kingdom
$311K – – –
TPA
994
Trivium Point Advisory
Connecticut
$310K -$4.38K -30 -1%
AIP
995
Almanack Investment Partners
Pennsylvania
$310K +$2.92K +20 +0.9%
SEIA
996
Signature Estate & Investment Advisors
California
$310K +$46.8K +320 +17%
IHL
997
Investment House LLC
California
$309K – – –
NDSI
998
Newman Dignan & Sheerar Inc
Rhode Island
$309K +$2.92K +20 +0.9%
LFA
999
Landmark Financial Advisors
Kentucky
$306K +$324K +2,220 New
BMCM
1000
Burns Matteson Capital Management
New York
$304K -$11.7K -80 -3%
38 39
40
41 42