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Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
601
Matrix Private Capital Group
New York
$419K -$103K -1,878 -18%
ST
602
Smithfield Trust
Pennsylvania
$410K -$12.4K -226 -3%
AIA
603
Angeles Investment Advisors
California
$409K +$423K +7,739 New
UR
604
USCA RIA
Texas
$409K +$468K +8,548 New
RWM
605
Ritholtz Wealth Management
New York
$408K +$467K +8,541 New
OWA
606
One Wealth Advisors
California
$406K -$19.4K -355 -4%
Cetera Investment Advisers
607
Cetera Investment Advisers
Illinois
$406K -$9.46K -173 -2%
MGWM
608
Marks Group Wealth Management
Minnesota
$402K -$27.5K -502 -6%
LNC
609
Lincoln National Corp
Pennsylvania
$397K +$66.7K +1,219 +17%
FCM
610
Fairbanks Capital Management
California
$397K +$234K +4,282 +107%
BCM
611
Birch Capital Management
Texas
$394K
BOPW
612
Brandywine Oak Private Wealth
Pennsylvania
$392K -$15.4K -282 -3%
GA
613
Geller Advisors
New York
$382K +$434K +7,929 New
GIA
614
GHP Investment Advisors
Colorado
$381K
MIFH
615
Migdal Insurance & Financial Holdings
Israel
$379K +$180K +3,292 +71%
CI
616
Cavalier Investments
Georgia
$378K
HSA
617
HBK Sorce Advisory
Pennsylvania
$376K +$11.9K +217 +3%
SDIC
618
South Dakota Investment Council
South Dakota
$373K
RIL
619
Rothschild Investment LLC
Illinois
$368K -$239K -4,368 -36%
WANY
620
Wealthspire Advisors (New York)
New York
$368K +$146K +2,672 +53%
JFA
621
Johanson Financial Advisors
California
$363K -$32.4K -593 -7%
SFFS
622
Stonehage Fleming Financial Services
Jersey
$360K -$547 -10 -0.1%
AAM
623
Aureus Asset Management
Massachusetts
$359K -$12.2K -223 -3%
LIM
624
Loudon Investment Management
New Hampshire
$358K
RG
625
Rathbones Group
United Kingdom
$354K