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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
2551
Pin Oak Investment Advisors
Texas
$173K +$45K +124 +35%
AIM
2552
Arcadia Investment Management
Michigan
$172K – – –
CAC
2553
Core Alternative Capital
Georgia
$171K +$11.6K +32 +7%
EWM
2554
Endurance Wealth Management
Rhode Island
$169K – – –
BIA
2555
Bell Investment Advisors
California
$168K +$2.18K +6 +1%
CNBTD
2556
Citizens National Bank Trust Department
Mississippi
$165K – – –
WPA
2557
West Paces Advisors
Georgia
$164K +$6.9K +19 +4%
T
2558
TOBAM
France
$163K +$137K +377 +524%
MWM
2559
Mascoma Wealth Management
New Hampshire
$163K -$18.5K -51 -11%
TFA
2560
Transamerica Financial Advisors
Florida
$162K -$138K -379 -46%
M
2561
MOTCO
Texas
$160K – – –
OA
2562
Operose Advisors
Wisconsin
$158K -$86.1K -237 -35%
GC
2563
Garde Capital
Washington
$158K – – –
KFS
2564
Kelly Financial Services
Massachusetts
$157K -$11.3K -31 -7%
LWP
2565
Lumature Wealth Partners
Georgia
$153K -$1.45K -4 -0.9%
WWP
2566
WR Wealth Planners
Missouri
$152K +$151K +416 +20,800%
PH
2567
Pinnacle Holdings
Oklahoma
$152K +$6.17K +17 +4%
TSW
2568
Thompson Siegel & Walmsley
Virginia
$151K -$1.45K -4 -1%
WWM
2569
Wolff Wiese Magana
California
$151K – – –
EARNEST Partners
2570
EARNEST Partners
Georgia
$150K – – –
MS
2571
Mizuho Securities
Japan
$149K -$498K -1,370 -77%
PCFFS
2572
Pacific Center for Financial Services
California
$147K +$147K +405 New
PO
2573
Private Ocean
California
$146K -$33.4K -92 -19%
AAG
2574
Armstrong Advisory Group
Massachusetts
$145K – – –
OBWP
2575
O'Brien Wealth Partners
Massachusetts
$145K -$2.91K -8 -2%