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Name Holding Trade Value Shares
Change
Change in
Stake
PCH
901
PGIM Custom Harvest
New Jersey
$209K
NSIM
902
North Star Investment Management
Illinois
$209K +$221K +341 +34,100%
BTD
903
BankPlus Trust Department
Mississippi
$207K
WAG
904
Wallace Advisory Group
California
$205K -$122K -188 -36%
FWP
905
FAS Wealth Partners
Kansas
$205K +$217K +335 New
FFA
906
Fi3 Financial Advisors
Indiana
$204K +$216K +333 New
BWA
907
BCU Wealth Advisors
Illinois
$203K
PE
908
PCM Encore
Colorado
$203K +$215K +332 New
VR
909
Vision Retirement
New Jersey
$200K +$212K +327 New
C
910
Covestor
United Kingdom
$199K -$22K -34 -9%
BBHC
911
Brown Brothers Harriman & Co
New York
$198K +$138K +213 +194%
MCM
912
MAI Capital Management
Ohio
$197K +$23.3K +36 +13%
PPC
913
Park Place Capital
Alabama
$185K +$27.2K +42 +16%
LSV Asset Management
914
LSV Asset Management
Illinois
$184K
PAI
915
Pittenger & Anderson Inc
Nebraska
$182K
CI
916
CX Institutional
Indiana
$180K +$23.3K +36 +14%
IBOK
917
Independence Bank of Kentucky
Kentucky
$179K -$36.3K -56 -16%
RFG
918
REAP Financial Group
Texas
$178K +$29.1K +45 +18%
PWPS
919
Pinnacle Wealth Planning Services
Ohio
$176K +$186K +287 New
PWA
920
Physician Wealth Advisors
Utah
$175K +$1.94K +3 +1%
Fidelity International
921
Fidelity International
Bermuda
$165K -$46K -71 -21%
BC
922
Bayforest Capital
United Kingdom
$158K +$18.8K +29 +13%
TM
923
Torren Management
California
$154K +$163K +251 New
PCM
924
Penserra Capital Management
California
$146K -$565K -873 -79%
SAM
925
Smartleaf Asset Management
Massachusetts
$144K +$1.29K +2 +0.9%