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