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Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
2626
Perkins Coie Trust Company
Washington
$145K – – –
MUMSS
2627
Mitsubishi UFJ Morgan Stanley Securities
Japan
$145K +$146K +2,310 New
OIA
2628
Optimum Investment Advisors
Illinois
$144K – – –
IFAM
2629
Institutional & Family Asset Management
Colorado
$141K -$13.5K -213 -9%
SOW
2630
State of Wyoming
Wyoming
$140K -$389K -6,144 -73%
KIG
2631
Kessler Investment Group
Indiana
$140K +$55.2K +871 +64%
YAL
2632
Your Advocates Ltd
Texas
$140K +$125K +1,975 +766%
LD
2633
Lipe & Dalton
New York
$138K – – –
OA
2634
Operose Advisors
Wisconsin
$136K – – –
EWM
2635
Endurance Wealth Management
Rhode Island
$134K – – –
IRAG
2636
Investment Research & Advisory Group
Georgia
$132K – – –
RA
2637
Rise Advisors
New York
$131K +$29.5K +465 +29%
ACK
2638
Andrew C. Karlinski
$129K +$63 +1 +0%
JEST
2639
JTC Employer Solutions Trustee
Jersey
$126K -$125K -1,979 -50%
JMF
2640
Johnson Midwest Financial
Iowa
$126K +$20.5K +323 +19%
CAC
2641
Core Alternative Capital
Georgia
$125K +$23.7K +374 +23%
LWA
2642
Lowe Wealth Advisors
Maryland
$122K – – –
PPWM
2643
PFG Private Wealth Management
Florida
$120K +$697 +11 +0.6%
PA
2644
PSI Advisors
Florida
$115K -$22.9K -362 -17%
CA
2645
Centerpoint Advisors
Massachusetts
$113K +$380 +6 +0.3%
EARNEST Partners
2646
EARNEST Partners
Georgia
$112K – – –
ACM
2647
Antonetti Capital Management
Florida
$110K -$12.7K -200 -10%
ICM
2648
Islay Capital Management
Texas
$106K +$254 +4 +0.2%
VRM
2649
Vectors Research Management
New York
$103K -$28.4K -448 -21%
LPP
2650
Life Planning Partners
Florida
$103K – – –