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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1101
PDS Planning
Ohio
$1.16M +$39.5K +270 +4%
DM
1102
Delphi Management
Massachusetts
$1.15M -$285K -1,950 -20%
TWA
1103
Tandem Wealth Advisors
Arizona
$1.14M -$212K -1,450 -16%
PTFIS
1104
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.13M +$1.12M +7,680 New
KCM
1105
Kathmere Capital Management
Pennsylvania
$1.12M -$38K -260 -3%
AIM
1106
Advyzon Investment Management
Illinois
$1.12M +$195K +1,330 +21%
SPS
1107
Susquehanna Portfolio Strategies
Pennsylvania
$1.12M – – –
AHL
1108
Abel Hall LLC
Louisiana
$1.12M +$33.6K +230 +3%
WAP
1109
Wealthcare Advisory Partners
Pennsylvania
$1.12M -$74.6K -510 -6%
RIA
1110
Realta Investment Advisors
Delaware
$1.12M -$111K -760 -9%
PL
1111
PeakShares LLC
Florida
$1.12M +$1.11M +7,590 New
WAM
1112
Worth Asset Management
Texas
$1.12M +$1.11M +7,590 New
FCFC
1113
First Commonwealth Financial Corp
Pennsylvania
$1.12M +$5.85K +40 +0.5%
PCM
1114
Palisade Capital Management
New Jersey
$1.11M +$392K +2,680 +55%
LA
1115
Lifeworks Advisors
Michigan
$1.11M -$354K -2,420 -24%
LFA
1116
Legacy Financial Advisors
Kentucky
$1.11M +$274K +1,870 +33%
PVI
1117
Pine Valley Investments
New Jersey
$1.11M +$5.85K +40 +0.5%
SFFS
1118
Stonehage Fleming Financial Services
Jersey
$1.11M -$184K -1,260 -14%
CNC
1119
Canandaigua National Corp
New York
$1.11M +$1.1M +7,520 New
GTAM
1120
Global Trust Asset Management
Florida
$1.1M +$43.9K +300 +4%
NB
1121
Nicolet Bankshares
Wisconsin
$1.1M +$1.07M +7,340 New
CWAG
1122
Compton Wealth Advisory Group
Virginia
$1.1M – – –
AFS
1123
Access Financial Services
Minnesota
$1.1M -$20.5K -140 -2%
CPBTD
1124
Central Pacific Bank - Trust Division
Hawaii
$1.1M +$1.09M +7,450 New
MWM
1125
Modern Wealth Management
Kansas
$1.09M +$135K +920 +15%