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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
401
Pin Oak Investment Advisors
Texas
$67K
CT
402
Cambridge Trust
Massachusetts
$65K +$60.6K +1,212 New
PCG
403
Private Capital Group
Connecticut
$63K -$9.6K -192 -14%
LWA
404
Lenox Wealth Advisors
New York
$63K -$3.3K -66 -5%
CCA
405
Column Capital Advisors
Indiana
$60K -$14.8K -295 -21%
KC
406
Knuff & Co
California
$60K
OC
407
Oakworth Capital
Alabama
$60K
OIA
408
Optimum Investment Advisors
Illinois
$60K
RFA
409
Reilly Financial Advisors
California
$59K
CG
410
Cutler Group
California
$54K -$32.7K -653 -39%
STCOSD
411
Sageworth Trust Company of South Dakota
South Dakota
$52K +$48.6K +972 New
HI
412
Harbour Investments
Wisconsin
$49K -$16.2K -323 -26%
EBA
413
Eagle Bay Advisors
New York
$48K -$3.3K -66 -7%
GLLW
414
Graves Light Lenhart Wealth
Virginia
$45K
BEI
415
Benjamin Edwards Inc
Missouri
$44K +$40.6K +812 New
DAM
416
Delta Asset Management
Tennessee
$43K
CT
417
Caldwell Trust
Florida
$42.2K
AA
418
AlphaMark Advisors
Kentucky
$42K
CH
419
Canton Hathaway
Rhode Island
$42K
PB
420
Pinnacle Bancorp
Nebraska
$42K +$3.3K +66 +9%
MAM
421
Mystic Asset Management
Rhode Island
$42K +$39.2K +784 New
GWSG
422
GPS Wealth Strategies Group
Colorado
$41K
AIP
423
Ahrens Investment Partners
Louisiana
$41K +$38K +759 New
TSWM
424
Tyler-Stone Wealth Management
Ohio
$40K +$36.9K +738 New
CI Investments Inc
425
CI Investments Inc
Ontario, Canada
$36K -$33.6K -672 -50%