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Name Holding Trade Value Shares
Change
Change in
Stake
WA
851
WFG Advisors
Texas
$21K +$11.8K +155 +132%
SAM
852
Shamrock Asset Management
Texas
$19K +$17.5K +229 +1,527%
LJHT
853
Laurie J. Hall Trustee
$17.9K – – –
M
854
MOTCO
Texas
$17K -$3.12K -41 -16%
MIFH
855
Migdal Insurance & Financial Holdings
Israel
$17K +$305 +4 +2%
PSC
856
Prentiss Smith & Co
Vermont
$16K – – –
TF
857
Tompkins Financial
New York
$16K +$15.2K +200 New
RAM
858
Riggs Asset Management
Pennsylvania
$16K +$16K +210 New
JCM
859
Jacobi Capital Management
Pennsylvania
$15K – – –
GRP
860
Global Retirement Partners
California
$15K +$3.43K +45 +32%
MLFP
861
MPS Loria Financial Planners
Illinois
$15K +$15.3K +201 New
PFSC
862
Peoples Financial Services Corp
Pennsylvania
$14K – – –
VCM
863
Versant Capital Management
Arizona
$14K – – –
TCM
864
Tradewinds Capital Management
Washington
$13K – – –
LF
865
Lee Financial
Texas
$12K +$11.4K +150 New
BWP
866
Baldwin Wealth Partners
Massachusetts
$11K – – –
MFW
867
Mosaic Family Wealth
Missouri
$11K – – –
WAM
868
Watermark Asset Management
California
$11K +$3.05K +40 +40%
IPC
869
Independent Portfolio Consultants
Florida
$11K +$11.1K +145 New
AWM
870
Avior Wealth Management
Nebraska
$10K – – –
TWA
871
TCI Wealth Advisors
Arizona
$10K +$5.64K +74 +151%
OFW
872
Omnia Family Wealth
Florida
$9K -$118K -1,546 -93%
TSW
873
Thompson Siegel & Walmsley
Virginia
$8K -$62.9K -825 -89%
TDC
874
Thompson Davis & Co
Virginia
$7K – – –
FMII
875
Farmers & Merchants Investments Inc
Nebraska
$6K -$7.62K -100 -55%