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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1001
Perfromance Wealth Partners
Illinois
$214K – – –
OAM
1002
Oak Asset Management
California
$214K +$224K +1,051 New
GLA
1003
Good Life Advisors
Pennsylvania
$213K – – –
TWI
1004
Thomas White International
Illinois
$212K – – –
LC
1005
LCNB Corp
Ohio
$210K +$219K +1,030 New
BIC
1006
Beach Investment Counsel
Pennsylvania
$209K +$218K +1,026 New
CBT
1007
Central Bank & Trust
Kentucky
$208K -$262K -1,230 -55%
WE
1008
Wealth Effects
Massachusetts
$206K +$215K +1,010 New
LOPW
1009
Live Oak Private Wealth
North Carolina
$206K +$215K +1,012 New
ATPW
1010
Ashton Thomas Private Wealth
Arizona
$206K +$215K +1,010 New
ACA
1011
Aptus Capital Advisors
Alabama
$205K +$214K +1,008 New
GI
1012
GS Investments
Minnesota
$204K – – –
CA
1013
Cortland Associates
Missouri
$204K +$213K +1,000 New
ACG
1014
Allen Capital Group
Nebraska
$204K +$213K +1,003 New
CIA
1015
Cladis Investment Advisory
Montana
$204K +$213K +1,000 New
SFG
1016
StrategIQ Financial Group
Indiana
$203K -$135K -634 -39%
PWPS
1017
Pinnacle Wealth Planning Services
Ohio
$203K +$212K +996 New
WPW
1018
Waldron Private Wealth
Pennsylvania
$203K +$213K +1,000 New
SI
1019
Saxon Interests
Texas
$202K +$191K +900 New
MOS
1020
MGO One Seven
Ohio
$202K +$211K +994 New
AIA
1021
Affinity Investment Advisors
California
$201K +$211K +990 New
SIM
1022
SSI Investment Management
California
$200K +$207K +972 New
CTA
1023
Colonial Trust Advisors
South Carolina
$198K +$207K +973 New
First Manhattan
1024
First Manhattan
New York
$194K – – –
SIM
1025
Sentry Investment Management
Wisconsin
$194K – – –