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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
801
Weik Capital Management
Pennsylvania
$218K
5L
802
55I LLC
Massachusetts
$218K +$236K +4,966 New
FA
803
FDx Advisors
Illinois
$216K -$62.8K -1,321 -21%
MHS
804
M Holdings Securities
Oregon
$215K -$68.1K -1,433 -23%
PFPT
805
Pinnacle Financial Partners (Tennessee)
Tennessee
$215K +$6.75K +142 +3%
CBFP
806
Cedar Brook Financial Partners
Ohio
$213K -$2.28K -48 -1%
LA
807
Lifeworks Advisors
Michigan
$211K -$8.88K -187 -4%
APA
808
Astoria Portfolio Advisors
New York
$211K +$19.8K +417 +9%
IAIM
809
Industrial Alliance Investment Management
Quebec, Canada
$210K -$21.8K -459 -9%
PWPS
810
Pinnacle Wealth Planning Services
Ohio
$207K
LWAC
811
Laurel Wealth Advisors (California)
California
$205K -$10.4K -218 -4%
OCG
812
Opus Capital Group
Ohio
$205K +$223K +4,684 New
RFN
813
RDA Financial Network
Iowa
$203K +$4.61K +97 +2%
ECM
814
Evergreen Capital Management
Washington
$202K -$68.3K -1,438 -24%
PWMG
815
Prestige Wealth Management Group
New Jersey
$202K +$15.7K +330 +8%
SIC
816
Shoker Investment Counsel
Ohio
$200K +$380 +8 +0.2%
SSG
817
Summit Securities Group
New York
$200K +$124K +2,605 +132%
SIM
818
Sentry Investment Management
Wisconsin
$198K
HPC
819
HM Payson & Co
Maine
$197K +$190K +4,000 +800%
GC
820
Globeflex Capital
California
$192K
CCM
821
Covington Capital Management
California
$188K -$1.66K -35 -0.8%
Loomis, Sayles & Company
822
Loomis, Sayles & Company
Massachusetts
$187K +$6.94K +146 +4%
Bank Julius Baer & Co
823
Bank Julius Baer & Co
Switzerland
$184K +$36.2K +761 +22%
MA
824
Montag & Associates
Georgia
$183K
CSPIA
825
Cary Street Partners Investment Advisory
Virginia
$181K +$15.7K +330 +9%