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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1601
PSI Advisors
Florida
$154K -$666 -11 -0.5%
WCA
1602
Westover Capital Advisors
Delaware
$154K – – –
LC
1603
Lindbrook Capital
California
$154K +$29.7K +490 +26%
NGA
1604
Naples Global Advisors
Florida
$154K +$143K +2,356 New
PPCM
1605
Pillar Pacific Capital Management
California
$153K -$16.7K -275 -11%
GDP
1606
Great Diamond Partners
Maine
$153K – – –
Signature Estate & Investment Advisors
1607
Signature Estate & Investment Advisors
California
$152K -$22K -363 -14%
QAM
1608
QCI Asset Management
New York
$152K -$20.4K -336 -13%
HFA
1609
Hoover Financial Advisors
Pennsylvania
$152K -$969 -16 -0.7%
SFG
1610
StrategIQ Financial Group
Indiana
$152K – – –
MSA
1611
Marino Stram & Associates
Massachusetts
$152K +$4.91K +81 +4%
TW
1612
TrinityPoint Wealth
Connecticut
$152K +$11.2K +185 +9%
IC
1613
Inscription Capital
Texas
$151K – – –
CPIA
1614
Cornell Pochily Investment Advisors
New York
$151K +$3.39K +56 +2%
IC
1615
Inverness Counsel
New York
$151K +$6.36K +105 +5%
AWP
1616
Ascent Wealth Partners
New York
$150K -$23.6K -390 -15%
WKWM
1617
Walter & Keenan Wealth Management
Indiana
$150K -$12.2K -201 -8%
CHAM
1618
Clear Harbor Asset Management
Connecticut
$150K – – –
DP
1619
Dearborn Partners
Illinois
$150K +$61 +1 +0%
GSWM
1620
Golden State Wealth Management
California
$149K -$32.1K -530 -19%
COF
1621
Capital One Financial
Virginia
$148K -$52.8K -871 -28%
SB
1622
Simmons Bank
Arkansas
$148K -$3.03K -50 -2%
Gradient Investments
1623
Gradient Investments
Minnesota
$148K +$10.8K +178 +9%
CBT
1624
Central Bank & Trust
Kentucky
$147K -$10.8K -178 -7%
RW
1625
REDW Wealth
New Mexico
$147K – – –