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Name Holding Trade Value Shares
Change 		Change in
Stake
PGIM
1326
Pacific Global Investment Management
California
$319K – – –
OA
1327
Oxbow Advisors
Texas
$318K +$63.7K +1,280 +25%
GFS
1328
GYL Financial Synergies
Connecticut
$316K -$9.46K -190 -3%
BFPW
1329
BOK Financial Private Wealth
Colorado
$315K +$2.99K +60 +1%
ACM
1330
Alpha Capital Management
Texas
$314K +$313K +6,280 New
DA
1331
Doliver Advisors
Texas
$313K +$311K +6,250 New
ONB
1332
Old National Bancorp
Indiana
$312K +$311K +6,240 New
TNA
1333
True North Advisors
Texas
$310K -$75.2K -1,510 -20%
BMC
1334
Benin Management Corp
Connecticut
$310K -$49.8K -1,000 -14%
PFA
1335
Professional Financial Advisors
Nebraska
$310K +$325K +6,520 New
LB
1336
Leo Brokerage
Texas
$310K +$339K +6,810 New
IRC
1337
Investors Research Corp
Georgia
$309K -$60.2K -1,210 -16%
FFG
1338
Frisch Financial Group
New York
$308K +$307K +6,160 New
CIA
1339
Choate Investment Advisors
Massachusetts
$307K – – –
LF
1340
LifeSteps Financial
California
$307K – – –
SSWM
1341
Smith Salley Wealth Management
North Carolina
$307K – – –
BCM
1342
Brookstone Capital Management
Illinois
$307K +$37.3K +750 +14%
LFA
1343
Legend Financial Advisors
Pennsylvania
$305K -$2.99K -60 -1%
SCM
1344
Stonebridge Capital Management
California
$305K – – –
BHB
1345
Bank Hapoalim BM
Israel
$305K +$47.8K +960 +19%
RBCM
1346
Raub Brock Capital Management
California
$304K – – –
LWP
1347
Legacy Wealth Planning
Nevada
$303K – – –
WTC
1348
WhitTier Trust Company
Nevada
$303K – – –
ETI
1349
Enterprise Trust & Investment
California
$302K – – –
TFA
1350
Tobias Financial Advisors
Florida
$301K +$300K +6,020 New
52 53
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55 56