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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
2701
JFS Wealth Advisors
Pennsylvania
$150K +$11.8K +44 +9%
PWAM
2702
Private Wealth Asset Management
Iowa
$149K -$13.6K -51 -9%
BDL
2703
Banque de Luxembourg
Luxembourg
$148K – – –
PW
2704
Pandora Wealth
Illinois
$145K -$54.5K -204 -28%
OC
2705
Oakworth Capital
Alabama
$142K +$15K +56 +12%
MWM
2706
Mascoma Wealth Management
New Hampshire
$141K – – –
OIA
2707
Optimum Investment Advisors
Illinois
$136K – – –
DMBA
2708
Deseret Mutual Benefit Administrators
Utah
$133K – – –
PCTC
2709
Perkins Coie Trust Company
Washington
$132K -$535 -2 -0.4%
VFM
2710
Vision Financial Markets
Connecticut
$130K – – –
BIA
2711
Bell Investment Advisors
California
$130K +$4.01K +15 +3%
AT
2712
Arlington Trust
Alabama
$129K -$8.82K -33 -7%
CSC
2713
Caldwell Sutter Capital
California
$128K – – –
FFA
2714
Frazier Financial Advisors
Ohio
$127K +$3.74K +14 +3%
FCG
2715
Financial Connections Group
California
$126K +$53.5K +200 +76%
BHWM
2716
Beaird Harris Wealth Management
Texas
$119K +$13.1K +49 +13%
NC
2717
NewSquare Capital
Pennsylvania
$116K +$40.1K +150 +54%
IHWM
2718
Iron Horse Wealth Management
Iowa
$115K +$267 +1 +0.2%
TIM
2719
Total Investment Management
Arizona
$115K +$113K +423 New
OAJ
2720
Ogorek Anthony Joseph
New York
$115K -$5.35K -20 -5%
FMP
2721
Financial Management Professionals
Texas
$112K -$7.75K -29 -7%
AP
2722
Atwood & Palmer
Missouri
$111K – – –
RPA
2723
Redwood Park Advisors
California
$111K -$26.5K -99 -20%
DFA
2724
DHJJ Financial Advisors
Illinois
$110K +$108K +403 New
KIG
2725
Kessler Investment Group
Indiana
$109K – – –
107 108
109
110 111