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Name Holding Trade Value Shares
Change
Change in
Stake
OL
251
Optas LLC
Texas
$482K -$90.3K -485 -15%
RWA
252
River Wealth Advisors
Pennsylvania
$476K -$16.6K -89 -3%
MWM
253
Mission Wealth Management
California
$467K +$1.12K +6 +0.2%
DADC
254
D.A. Davidson & Co
Montana
$461K -$22.1K -119 -4%
LWM
255
Lodestone Wealth Management
Washington
$455K -$7.07K -38 -1%
SCP
256
Sivia Capital Partners
California
$454K -$16.6K -89 -3%
AWM
257
Aprio Wealth Management
Georgia
$449K +$211K +1,132 +80%
EWA
258
EverSource Wealth Advisors
Alabama
$447K +$163K +878 +53%
LDB
259
Lee, Danner & Bass
Tennessee
$444K
TPCW
260
TD Private Client Wealth
New York
$443K +$119K +642 +34%
BJL
261
Brighton Jones LLC
Washington
$441K -$30K -161 -6%
CAM
262
Campion Asset Management
Virginia
$431K -$7.44K -40 -2%
WA
263
Wambolt & Associates
Colorado
$427K -$54K -290 -11%
EWA
264
EP Wealth Advisors
California
$421K -$37.4K -201 -8%
JIC
265
Johnson Investment Counsel
Ohio
$419K -$71.5K -384 -14%
MHC
266
May Hill Capital
Massachusetts
$419K +$49.7K +267 +13%
HCA
267
Harbour Capital Advisors
Virginia
$401K +$444K +2,386 New
WIA
268
World Investment Advisors
California
$398K +$180K +966 +75%
WCA
269
Westover Capital Advisors
Delaware
$396K
CAL
270
Capital Analysts LLC
Pennsylvania
$393K +$13K +70 +3%
FLPIM
271
F.L. Putnam Investment Management
Massachusetts
$392K +$173K +930 +72%
PA
272
PFG Advisors
Arizona
$387K -$76.1K -409 -16%
Lido Advisors
273
Lido Advisors
California
$385K +$38K +204 +10%
TIAA Trust, National Association
274
TIAA Trust, National Association
North Carolina
$383K +$404K +2,172 New
VIM
275
Vista Investment Management
Pennsylvania
$381K +$14.1K +76 +4%