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Name Holding Trade Value Shares
Change
Change in
Stake
PA
901
Procyon Advisors
Connecticut
$210K +$8.42K +13 +4%
PCH
902
PGIM Custom Harvest
New Jersey
$209K – – –
NSIM
903
North Star Investment Management
Illinois
$209K +$221K +341 +34,100%
BTD
904
BankPlus Trust Department
Mississippi
$207K – – –
WAG
905
Wallace Advisory Group
California
$205K -$122K -188 -36%
FWP
906
FAS Wealth Partners
Kansas
$205K +$217K +335 New
FFA
907
Fi3 Financial Advisors
Indiana
$204K +$216K +333 New
BWA
908
BCU Wealth Advisors
Illinois
$203K – – –
PE
909
PCM Encore
Colorado
$203K +$215K +332 New
VR
910
Vision Retirement
New Jersey
$200K +$212K +327 New
C
911
Covestor
United Kingdom
$199K -$22K -34 -9%
BBHC
912
Brown Brothers Harriman & Co
New York
$198K +$138K +213 +194%
MCM
913
MAI Capital Management
Ohio
$197K +$23.3K +36 +13%
PPC
914
Park Place Capital
Alabama
$185K +$27.2K +42 +16%
LSV Asset Management
915
LSV Asset Management
Illinois
$184K – – –
PAI
916
Pittenger & Anderson Inc
Nebraska
$182K – – –
CI
917
CX Institutional
Indiana
$180K +$23.3K +36 +14%
IBOK
918
Independence Bank of Kentucky
Kentucky
$179K -$36.3K -56 -16%
RFG
919
REAP Financial Group
Texas
$178K +$29.1K +45 +18%
PWPS
920
Pinnacle Wealth Planning Services
Ohio
$176K +$186K +287 New
PWA
921
Physician Wealth Advisors
Utah
$175K +$1.94K +3 +1%
Fidelity International
922
Fidelity International
Bermuda
$165K -$46K -71 -21%
BC
923
Bayforest Capital
United Kingdom
$158K +$18.8K +29 +13%
TM
924
Torren Management
California
$154K +$163K +251 New
PCM
925
Penserra Capital Management
California
$146K -$565K -873 -79%