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Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
2776
Psagot Value Holdings
Israel
$193K -$156K -2,750 -46%
C
2777
Covestor
United Kingdom
$192K +$13.9K +245 +8%
HB
2778
Horizon Bancorp
Indiana
$187K +$6.25K +110 +4%
CP
2779
Castleview Partners
Texas
$186K +$47.8K +841 +36%
PK
2780
Pflug Koory
Nebraska
$185K – – –
IRAG
2781
Investment Research & Advisory Group
Georgia
$185K – – –
SIM
2782
Studio Investment Management
Illinois
$184K -$2.04K -36 -1%
MWM
2783
Mascoma Wealth Management
New Hampshire
$183K -$3.63K -64 -2%
BAM
2784
Bellevue Asset Management
Washington
$180K -$7.95K -140 -4%
APW
2785
Acima Private Wealth
Virginia
$179K – – –
SOW
2786
State of Wyoming
Wyoming
$179K -$454 -8 -0.3%
OBWP
2787
O'Brien Wealth Partners
Massachusetts
$177K +$5.05K +89 +3%
PO
2788
Private Ocean
California
$174K +$19.9K +350 +13%
SIC
2789
SJS Investment Consulting
Ohio
$174K +$8.41K +148 +5%
AT
2790
Avalon Trust
New Mexico
$172K – – –
IFS
2791
Intelligent Financial Strategies
Minnesota
$172K -$96.3K -1,695 -37%
AAP
2792
Arax Advisory Partners
Colorado
$170K +$1.87K +33 +1%
BC
2793
Barrett & Company
Rhode Island
$167K – – –
OA
2794
Operose Advisors
Wisconsin
$166K -$52.7K -927 -25%
BCM
2795
Bourgeon Capital Management
Connecticut
$165K – – –
RFA
2796
Resurgent Financial Advisors
Georgia
$164K -$5.74K -101 -4%
SC
2797
Stephens Consulting
Michigan
$162K +$11.4K +200 +8%
TSWM
2798
Tyler-Stone Wealth Management
Ohio
$161K – – –
TFIPS
2799
Towarzystwo Funduszy Inwestycyjnych PZU SA
$161K +$155K +2,733 New
ATC
2800
Advantage Trust Company
Kansas
$161K +$155K +2,725 New
110 111
112
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