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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
951
Parkside Financial Bank & Trust
Missouri
$444K +$9.37K +53 +2%
CHAM
952
Clear Harbor Asset Management
Connecticut
$442K – – –
BOPW
953
Brandywine Oak Private Wealth
Pennsylvania
$435K -$39.9K -226 -9%
AL
954
Aspiriant LLC
California
$434K -$17.1K -97 -4%
TAM
955
Tiverton Asset Management
Delaware
$431K +$420K +2,374 New
PHK
956
Point72 Hong Kong
Hong Kong
$431K +$420K +2,378 New
HWA
957
HCR Wealth Advisors
California
$429K +$1.19M +6,710 +92%
FM
958
Foster & Motley
Ohio
$426K -$614K -3,475 -60%
CAM
959
Costello Asset Management
Pennsylvania
$424K -$8.84K -50 -2%
MMPW
960
Mitchell McLeod Pugh & Williams
Alabama
$424K – – –
RMAM
961
Raab & Moskowitz Asset Management
New Jersey
$423K +$9.54K +54 +2%
KFGK
962
Keystone Financial Group (Kentucky)
Kentucky
$423K +$108K +611 +36%
HAG
963
HighPoint Advisor Group
Illinois
$420K -$532K -3,011 -56%
Schroder Investment Management Group
964
Schroder Investment Management Group
United Kingdom
$419K +$116K +654 +40%
DBRC
965
D.B. Root & Company
Pennsylvania
$416K +$7.07K +40 +2%
P
966
Pitcairn
Pennsylvania
$414K -$9.37K -53 -2%
JCM
967
Jacobi Capital Management
Pennsylvania
$414K +$243K +1,373 +151%
RIA
968
Regal Investment Advisors
Michigan
$413K – – –
LSA
969
L & S Advisors
California
$412K +$30K +170 +8%
SS
970
Sunbelt Securities
Texas
$410K +$399K +2,259 New
PP
971
PagnatoKarp Partners
Virginia
$400K +$4.59K +26 +1%
Koshinski Asset Management
972
Koshinski Asset Management
Illinois
$399K -$1.12M -6,309 -74%
DI
973
DAGCO Inc
Ohio
$394K -$53K -300 -12%
CWM
974
Cornerstone Wealth Management
Missouri
$391K +$191K +1,078 New
LC
975
Loews Corp
New York
$390K -$106K -600 -22%