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