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Name Holding Trade Value Shares
Change
Change in
Stake
PDL
1326
Portfolio Design Labs
California
$206K -$371K -1,253 -64%
SYBT
1327
Stock Yards Bank & Trust
Kentucky
$206K -$37K -125 -15%
OCBCO
1328
Oversea-Chinese Banking Corp (OCBC)
Singapore
$206K +$211K +713 New
SWM
1329
SeaCrest Wealth Management
New York
$205K -$49.4K -167 -20%
CFG
1330
Carr Financial Group
Massachusetts
$204K +$10.7K +36 +5%
EFG
1331
Ethos Financial Group
Pennsylvania
$204K -$58.6K -198 -22%
IFG
1332
Independent Financial Group
California
$203K -$40.5K -137 -16%
OFG
1333
Oxford Financial Group
Indiana
$203K +$208K +704 New
MKA
1334
M. Kulyk & Associates
Georgia
$203K – – –
SIM
1335
Sentry Investment Management
Wisconsin
$202K -$53K -179 -21%
BOTPPF
1336
Board of the Pension Protection Fund
United Kingdom
$202K +$207K +700 New
IA
1337
Insight Advisors
Pennsylvania
$200K -$296 -1 -0.1%
BC
1338
Bayforest Capital
United Kingdom
$193K +$98.8K +334 +99%
CA
1339
Crewe Advisors
Utah
$193K +$199K +671 New
MHR
1340
Matthew Hamilton Rosenberg
$191K -$2.96K -10 -1%
WOC
1341
West Oak Capital
California
$191K -$324K -1,094 -41%
PSB
1342
Piscataqua Savings Bank
New Hampshire
$190K – – –
MA
1343
Montag & Associates
Georgia
$189K +$8.29K +28 +4%
CPG
1344
Cornerstone Planning Group
New Jersey
$189K +$77.2K +261 +27%
SIC
1345
Salem Investment Counselors
North Carolina
$188K – – –
SC
1346
SouthState Corp
Florida
$183K +$24.3K +82 +15%
CMP
1347
Coston McIsaac & Partners
Maine
$182K – – –
SAM
1348
Strive Asset Management
Ohio
$182K -$87K -294 -32%
TLCM
1349
Twin Lakes Capital Management
California
$181K -$71K -240 -28%
VNA
1350
Valley National Advisers
Pennsylvania
$175K -$21K -71 -10%