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Name Holding Trade Value Shares
Change
Change in
Stake
ESB
576
Essex Savings Bank
Connecticut
$157K +$129K +10,875 New
SFI
577
Siemens Fonds Invest
Germany
$156K +$129K +10,860 New
LSAG
578
Lake Street Advisors Group
New Hampshire
$156K +$285 +24 +0.2%
PFM
579
Patton Fund Management
Texas
$156K +$128K +10,802 New
GCA
580
Genesee Capital Advisors
New York
$155K +$128K +10,769 New
CCWM
581
Cassaday & Co Wealth Management
Virginia
$153K -$309 -26 -0.2%
KBFS
582
Kohmann Bosshard Financial Services
Ohio
$153K -$5.94K -500 -5%
FPWM
583
FSB Premier Wealth Management
Iowa
$152K – – –
GT
584
Greenleaf Trust
Michigan
$151K +$6.13K +516 +5%
LCM
585
Lazari Capital Management
California
$151K -$45.1K -3,802 -27%
PEA
586
Park Edge Advisors
Ohio
$151K – – –
IAA
587
Independent Advisor Alliance
North Carolina
$150K -$122K -10,292 -50%
PCM
588
Prelude Capital Management
New York
$149K +$123K +10,343 New
LNC
589
Lincoln National Corp
Pennsylvania
$149K -$23.5K -1,976 -16%
MYAM
590
Meiji Yasuda Asset Management
Japan
$147K -$173K -14,590 -59%
EP
591
Edgestream Partners
New Jersey
$146K -$7.96K -670 -6%
Jones Financial Companies
592
Jones Financial Companies
Missouri
$146K +$985 +83 +0.8%
MFG
593
Merit Financial Group
Georgia
$145K +$120K +10,098 New
W
594
WPWealth
Texas
$145K +$178 +15 +0.1%
First Manhattan
595
First Manhattan
New York
$144K +$3.27K +275 +3%
AC
596
Asio Capital
Kentucky
$144K – – –
BWA
597
Brave Warrior Advisors
New York
$144K +$119K +10,000 New
AA
598
AlphaMark Advisors
Kentucky
$143K – – –
PCC
599
Park Circle Company
Maryland
$135K – – –
FFA
600
Farther Finance Advisors
California
$132K +$68K +5,723 +167%