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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
2651
Central Bank & Trust
Kentucky
$177K – – –
PO
2652
Private Ocean
California
$176K +$17.3K +43 +11%
RW
2653
RVW Wealth
California
$174K +$176K +439 New
CWC
2654
Carolinas Wealth Consulting
North Carolina
$174K -$334K -833 -64%
RA
2655
Rise Advisors
New York
$169K +$57K +142 +50%
EARNEST Partners
2656
EARNEST Partners
Georgia
$164K – – –
TSW
2657
Thompson Siegel & Walmsley
Virginia
$162K – – –
PH
2658
Pinnacle Holdings
Oklahoma
$162K -$3.61K -9 -2%
PCFFS
2659
Pacific Center for Financial Services
California
$161K – – –
UFF
2660
USA Financial Formulas
Michigan
$154K +$40.5K +101 +35%
WWM
2661
Wolff Wiese Magana
California
$154K -$6.42K -16 -4%
OBWP
2662
O'Brien Wealth Partners
Massachusetts
$152K – – –
WPA
2663
West Paces Advisors
Georgia
$152K -$26.9K -67 -15%
TFA
2664
Transamerica Financial Advisors
Florida
$151K -$22.9K -57 -13%
PFA
2665
Pathway Financial Advisers
Indiana
$150K +$152K +379 New
POIA
2666
Pin Oak Investment Advisors
Texas
$150K -$102K -255 -40%
BCM
2667
Blume Capital Management
California
$144K – – –
CFD
2668
Creative Financial Designs
Indiana
$142K +$5.22K +13 +4%
HCM
2669
Highlander Capital Management
New Jersey
$140K +$40.1K +100 +40%
BAM
2670
Bellevue Asset Management
Washington
$139K – – –
BCMLT
2671
Beacon Capital Management LLC (Tennessee)
Tennessee
$139K – – –
MFA
2672
McClarren Financial Advisors
Pennsylvania
$138K – – –
AAG
2673
Armstrong Advisory Group
Massachusetts
$138K +$10.8K +27 +8%
AA
2674
Addison Advisors
Vermont
$136K +$22.1K +55 +19%
BBPWM
2675
Blue Bell Private Wealth Management
Pennsylvania
$135K -$6.42K -16 -4%