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Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
951
Ogorek Anthony Joseph
New York
$6K – – –
PCTC
952
Perkins Coie Trust Company
Washington
$6K – – –
TCM
953
TD Capital Management
Tennessee
$6K – – –
PCM
954
Penserra Capital Management
California
$5K -$36.4K -188 -88%
FPFS
955
First Personal Financial Services
North Carolina
$5K – – –
LWM
956
Lenox Wealth Management
Ohio
$5K +$5.04K +26 New
NSIM
957
North Star Investment Management
Illinois
$5K +$5.23K +27 New
KFS
958
Kelly Financial Services
Massachusetts
$4.84K – – –
AW
959
Alpha Windward
Massachusetts
$4K – – –
GTAM
960
Global Trust Asset Management
Florida
$4K – – –
SQA
961
Simon Quick Advisors
New Jersey
$3K -$8.52K -44 -71%
FBT
962
First Bank & Trust
South Dakota
$3K -$2.52K -13 -42%
CT
963
Clearstead Trust
Maine
$3K – – –
ME
964
McIlrath & Eck
Washington
$3K – – –
CIA
965
CSat Investment Advisory
Michigan
$3K +$581 +3 +23%
AWM
966
Avior Wealth Management
Nebraska
$3K +$969 +5 +36%
APC
967
Aspire Private Capital
North Carolina
$2K – – –
CB
968
CNB Bank
Pennsylvania
$2K – – –
SBL
969
Sargent Bickham Lagudis
Colorado
$2K – – –
SA
970
SRH Advisors
Kansas
$2K – – –
CFD
971
Creative Financial Designs
Indiana
$2K +$2.33K +12 New
GI
972
Gradient Investments
Minnesota
$1K -$581 -3 -30%
CCM
973
Cribstone Capital Management
Maine
$1K – – –
GWMIA
974
Global Wealth Management Investment Advisory
Florida
$1K – – –
SWM
975
Selective Wealth Management
Virginia
$1K +$775 +4 New
37 38
39
40 41