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Name Holding Trade Value Shares
Change
Change in
Stake
OAS
801
Optivise Advisory Services
Tennessee
$213K
VBFP
802
Valtinson Bruner Financial Planning
Minnesota
$213K -$8.78K -200 -3%
HH
803
Hilltop Holdings
Texas
$213K +$6.67K +152 +3%
LJAC
804
L.J. Altfest & Co
New York
$213K +$658 +15 +0.3%
VA
805
Valmark Advisers
Ohio
$213K +$9.96K +227 +4%
BBHC
806
Brown Brothers Harriman & Co
New York
$212K
POIA
807
Pin Oak Investment Advisors
Texas
$212K +$307 +7 +0.1%
YCM
808
Yousif Capital Management
Michigan
$210K -$918K -20,915 -79%
CIG
809
Cullen Investment Group
Louisiana
$210K +$17.8K +406 +8%
KF
810
Krilogy Financial
Missouri
$207K +$30.3K +691 +14%
MPI
811
Mairs & Power Inc
Minnesota
$207K
NPT
812
National Philanthropic Trust
Pennsylvania
$207K -$50.7K -1,155 -17%
SWM
813
Spire Wealth Management
Virginia
$204K -$53.2K -1,213 -18%
FWI
814
Facet Wealth Inc
Maryland
$204K +$243K +5,527 New
CWG
815
Cornerstone Wealth Group
North Carolina
$204K +$16.7K +381 +7%
BAM
816
Berkshire Asset Management
Pennsylvania
$204K
AC
817
Apella Capital
Connecticut
$202K +$4.26K +97 +2%
IP
818
Ignite Planners
California
$202K -$6.54K -149 -3%
WSCM
819
Wellington Shields Capital Management
New York
$201K
NCM
820
Nelson Capital Management
California
$201K +$239K +5,449 New
Optiver Holding
821
Optiver Holding
Netherlands
$197K -$4.64M -105,650 -95%
CA
822
CoreCap Advisors
Michigan
$193K -$7.2K -164 -3%
PTC
823
Private Trust Company
Ohio
$189K +$16.7K +381 +8%
LAM
824
Lummis Asset Management
Texas
$187K
PFSC
825
Peoples Financial Services Corp
Pennsylvania
$185K -$2.37K -54 -1%