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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
501
Poehling Capital Management
Wisconsin
$7K +$5.54K +100 New
KJWM
502
Kiley Juergens Wealth Management
Washington
$7K +$6.42K +116 New
AA
503
AlphaMark Advisors
Kentucky
$6K
PFGIA
504
Patriot Financial Group Insurance Agency
Massachusetts
$6K
TFO
505
Tarbox Family Office
California
$6K
APSP
506
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K +$5.15K +93 New
CIBC Private Wealth Group
507
CIBC Private Wealth Group
Georgia
$6K +$5.48K +99 New
FDCDDQ
508
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.79K -$1.16K -21 -19%
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$5K
TL
510
TrueWealth LLC
Georgia
$5K +$4.04K +73 New
SPI
511
Santori & Peters Inc
Pennsylvania
$5K +$4.32K +78 New
JCM
512
Jacobi Capital Management
Pennsylvania
$4K
WPA
513
West Paces Advisors
Georgia
$3.9K -$1.05K -19 -24%
CBT
514
Capital Bank & Trust
California
$3K
DAM
515
Delta Asset Management
Tennessee
$3K
IWP
516
Icon Wealth Partners
Texas
$3K +$2.49K +45 New
LWA
517
Lenox Wealth Advisors
New York
$3K +$2.49K +45 New
ME
518
McIlrath & Eck
Washington
$3K +$2.77K +50 New
HWM
519
Holloway Wealth Management
Florida
$2K
JFA
520
JNBA Financial Advisors
Minnesota
$2K
PMFA
521
Plante Moran Financial Advisors
Michigan
$2K
BBHC
522
Brown Brothers Harriman & Co
New York
$2K +$1.72K +31 New
PO
523
Private Ocean
California
$2K +$1.77K +32 New
Financial Engines Advisors
524
Financial Engines Advisors
California
$2K +$1.83K +33 New
Walleye Trading
525
Walleye Trading
New York
$1.98K -$234K -4,230 -12%