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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
2351
Pin Oak Investment Advisors
Texas
$147K -$198K -533 -57%
CYG
2352
Clean Yield Group
Vermont
$140K +$143K +384 New
IBOK
2353
Independence Bank of Kentucky
Kentucky
$137K – – –
AA
2354
AlphaMark Advisors
Kentucky
$136K – – –
KFS
2355
Kelly Financial Services
Massachusetts
$134K +$29.4K +79 +28%
BCM
2356
Blume Capital Management
California
$133K – – –
JWM
2357
Janiczek Wealth Management
Colorado
$129K -$63.2K -170 -32%
TFIPS
2358
Towarzystwo Funduszy Inwestycyjnych PZU SA
$128K – – –
COCM
2359
Charter Oak Capital Management
New Hampshire
$122K – – –
RBC
2360
Roble Belko & Company
Pennsylvania
$122K – – –
EWM
2361
Endurance Wealth Management
Rhode Island
$122K +$18.6K +50 +17%
SIS
2362
Sound Income Strategies
Florida
$122K +$46.1K +124 +59%
PG
2363
Proffitt & Goodson
Tennessee
$120K – – –
CC
2364
Corsicana & Co
Texas
$120K +$123K +330 New
LWM
2365
Liberty Wealth Management
California
$116K +$2.6K +7 +2%
CAM
2366
Cacti Asset Management
Georgia
$114K – – –
HCM
2367
Highlander Capital Management
New Jersey
$110K – – –
TC
2368
Trust Company
Kansas
$106K – – –
PCH
2369
PGIM Custom Harvest
New Jersey
$103K – – –
BAM
2370
Baldrige Asset Management
Pennsylvania
$103K +$105K +283 New
CP
2371
Corbenic Partners
Pennsylvania
$102K – – –
TLCM
2372
Twin Lakes Capital Management
California
$99K – – –
GCGDR
2373
Geo Capital Gestora de Recursos
Brazil
$99K +$13.4K +36 +15%
BDWM
2374
Brewin Dolphin Wealth Management
Ireland
$94.2K +$41.3K +111 +76%
SIAP
2375
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$93K – – –