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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1101
Bullock Wealth Management
Indiana
$251K -$57.2K -200 -18%
FBFS
1102
First Business Financial Services
Wisconsin
$250K – – –
PIM
1103
Provident Investment Management
Michigan
$250K -$28.6K -100 -10%
AC
1104
Avestar Capital
New York
$250K +$29.4K +103 +13%
OAM
1105
Oak Asset Management
California
$250K – – –
OIA
1106
Optimum Investment Advisors
Illinois
$249K -$14.3K -50 -5%
PCM
1107
Penserra Capital Management
California
$249K +$3.14K +11 +1%
MGIA
1108
Moneta Group Investment Advisors
Missouri
$248K -$19.1K -67 -7%
FFA
1109
Fortune Financial Advisors
Kansas
$248K – – –
PWG
1110
Portside Wealth Group
Utah
$248K +$28.9K +101 +13%
CIA
1111
Choate Investment Advisors
Massachusetts
$246K +$857 +3 +0.3%
WTC
1112
WhitTier Trust Company
Nevada
$246K – – –
ET
1113
Equitable Trust
Tennessee
$246K – – –
CPBTD
1114
Central Pacific Bank - Trust Division
Hawaii
$246K +$1.14K +4 +0.5%
NAS
1115
Nicolet Advisory Services
Wisconsin
$242K +$7.43K +26 +3%
APA
1116
Astoria Portfolio Advisors
New York
$241K +$19.4K +68 +8%
LMKC
1117
L.M. Kohn & Company
Ohio
$241K -$857 -3 -0.3%
DMBA
1118
Deseret Mutual Benefit Administrators
Utah
$241K -$84.6K -296 -25%
GSB
1119
Greenfield Savings Bank
Massachusetts
$241K – – –
KFA
1120
Krane Funds Advisors
New York
$240K -$260K -909 -51%
WGAM
1121
Wilkinson Global Asset Management
New York
$238K – – –
9WM
1122
9258 Wealth Management
Ohio
$238K – – –
TW
1123
TritonPoint Wealth
Maryland
$236K +$244K +854 New
KCM
1124
Kanawha Capital Management
Virginia
$236K +$857 +3 +0.4%
ACGA
1125
Atlanta Consulting Group Advisors
Georgia
$235K -$5.72K -20 -2%