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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
876
Pinnacle Wealth Planning Services
Ohio
$209K +$208K +2,519 New
IAG
877
Innovative Advisory Group
Massachusetts
$208K – – –
ECM
878
Eisler Capital Management
United Kingdom
$208K -$491K -5,945 -70%
SFC
879
SYM Financial Corp
Indiana
$207K -$2.15K -26 -1%
WSFS
880
Wilmington Savings Fund Society
Delaware
$207K -$437K -5,289 -68%
EWA
881
Exencial Wealth Advisors
Oklahoma
$206K -$79.9K -967 -28%
APA
882
Astoria Portfolio Advisors
New York
$206K +$193K +2,335 New
SS
883
Sunbelt Securities
Texas
$206K -$1.16K -14 -0.5%
TA
884
TruWealth Advisors
Louisiana
$204K +$4.63K +56 +2%
FFG
885
Fiduciary Financial Group
California
$204K +$204K +2,469 New
MYAM
886
Meiji Yasuda Asset Management
Japan
$204K -$395K -4,779 -66%
SF
887
Summit Financial
New Jersey
$203K +$202K +2,447 New
WT
888
Whittier Trust
California
$202K – – –
BWM
889
Baron Wealth Management
Michigan
$202K -$826 -10 -0.4%
GJWM
890
Gilliland Jeter Wealth Management
Arkansas
$201K -$33K -400 -14%
SCM
891
Shelton Capital Management
Colorado
$201K – – –
PWMG
892
Prestige Wealth Management Group
New Jersey
$200K +$187K +2,270 +1,645%
TF
893
Tompkins Financial
New York
$199K – – –
HI
894
Harbour Investments
Wisconsin
$199K +$330 +4 +0.2%
PFBT
895
Parkside Financial Bank & Trust
Missouri
$189K +$7.76K +94 +4%
VFM
896
Vision Financial Markets
Connecticut
$183K – – –
VIA
897
Virtus Investment Advisers
Connecticut
$176K +$10.2K +124 +6%
OSNBOA
898
Old Second National Bank of Aurora
Illinois
$167K – – –
WB
899
Webster Bank
Connecticut
$166K – – –
SIA
900
Sit Investment Associates
Minnesota
$162K – – –