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Name Holding Trade Value Shares
Change
Change in
Stake
PP
351
PDS Planning
Ohio
$67K +$62.6K +10,740 New
PCA
352
Personal Capital Advisors
California
$67K +$63.2K +10,845 New
SWM
353
Silverlake Wealth Management
Vermont
$66.1K +$61.9K +10,627 New
BCV
354
Banque Cantonale Vaudoise
Switzerland
$66K -$29.1K -5,000 -32%
CIP
355
Cornerstone Investment Partners
Georgia
$66K
OL
356
Optas LLC
Texas
$66K
TNA
357
True North Advisors
Texas
$66K
SRC
358
Sage Rhino Capital
California
$66K +$61.8K +10,606 New
TDC
359
Thompson Davis & Co
Virginia
$66K +$62.1K +10,650 New
MSFS
360
Main Street Financial Solutions
Pennsylvania
$65K -$5.83K -1,000 -9%
PAM
361
Peak Asset Management
Colorado
$65K
Thrivent Financial for Lutherans
362
Thrivent Financial for Lutherans
Minnesota
$65K +$11.6K +1,983 +19%
WPW
363
Warther Private Wealth
Ohio
$64K -$5.83K -1,000 -9%
BL
364
Balentine LLC
Georgia
$64K +$59.6K +10,218 New
BWM
365
BCS Wealth Management
Tennessee
$62K
CCFCSB
366
Cape Cod Five Cents Savings Bank
Massachusetts
$62K
GA
367
Gateway Advisory
New Jersey
$62K
PHS
368
Pekin Hardy Strauss
Illinois
$62K
PA
369
Parallel Advisors
California
$62K +$2.19K +375 +4%
ACM
370
Aquatic Capital Management
Illinois
$60K +$56K +9,600 New
OGF
371
Orin Green Financial
California
$57K
WPWM
372
Western Pacific Wealth Management
Illinois
$56K +$52.7K +9,043 New
CPIG
373
Chicago Partners Investment Group
Illinois
$55K
IRC
374
Investors Research Corp
Georgia
$54K
Bessemer Group
375
Bessemer Group
New Jersey
$51K -$2.86K -490 -6%