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Name Holding Trade Value Shares
Change
Change in
Stake
BOH
1301
Bank of Hawaii
Hawaii
$202K +$216K +242 New
WAS
1302
Winch Advisory Services
Wisconsin
$201K +$70.6K +79 +49%
GFA
1303
Gallagher Fiduciary Advisors
Illinois
$201K -$51K -57 -19%
FB
1304
Fulton Bank
Pennsylvania
$201K -$1.79K -2 -0.8%
HGA
1305
Hobbs Group Advisors
South Carolina
$198K +$25.9K +29 +14%
PPC
1306
Park Place Capital
Alabama
$195K -$75.1K -84 -26%
HWA
1307
HHM Wealth Advisors
Tennessee
$193K -$34K -38 -14%
NEI
1308
Northwest & Ethical Investments
Ontario, Canada
$192K +$84.9K +95 +70%
TCM
1309
Tanaka Capital Management
New York
$187K – – –
SS
1310
Sunbelt Securities
Texas
$186K +$6.26K +7 +3%
PFBT
1311
Parkside Financial Bank & Trust
Missouri
$183K -$29.5K -33 -13%
SFCL
1312
Strengthening Families & Communities LLC
Massachusetts
$180K – – –
AF
1313
Advisornet Financial
Minnesota
$170K +$23.2K +26 +15%
FMP
1314
Financial Management Professionals
Texas
$169K -$894 -1 -0.5%
OP
1315
ORG Partners
Indiana
$167K – – –
QPBE
1316
Quintet Private Bank (Europe)
Luxembourg
$162K +$24.1K +27 +16%
MWA
1317
MFA Wealth Advisors
Pennsylvania
$150K – – –
JGIA
1318
Jackson Grant Investment Advisers
Connecticut
$148K +$112K +125 +236%
BCM
1319
Barometer Capital Management
Ontario, Canada
$135K – – –
WPA
1320
West Paces Advisors
Georgia
$132K – – –
NIC
1321
Northwest Investment Counselors
Oregon
$129K +$139K +155 New
JIP
1322
Jaffetilchin Investment Partners
Florida
$129K +$138K +154 New
TFA
1323
Toth Financial Advisory
Virginia
$121K -$281K -314 -68%
AA
1324
Addison Advisors
Vermont
$121K -$16.1K -18 -11%
PS
1325
Planned Solutions
California
$120K +$129K +144 New