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Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
776
Grove Bank & Trust
Florida
$838K +$7.2K +80 +0.7%
AWS
777
AJ Wealth Strategies
New York
$828K +$4.05K +45 +0.4%
PF
778
Phoenix Financial
Israel
$824K +$57.6K +640 +6%
TYCC
779
Texas Yale Capital Corp
Florida
$819K – – –
WAP
780
Wealthcare Advisory Partners
Pennsylvania
$811K +$120K +1,335 +14%
THWM
781
Taylor Hoffman Wealth Management
Virginia
$808K -$4.5K -50 -0.5%
ONB
782
Old National Bancorp
Indiana
$807K -$519K -5,760 -35%
QCM
783
Quantinno Capital Management
New York
$807K -$338K -3,755 -26%
KAM
784
Karani Asset Management
New York
$805K +$960K +10,660 New
UB
785
UMB Bank
Missouri
$796K +$20.3K +225 +2%
PWA
786
Primoris Wealth Advisors
Florida
$793K -$419K -4,655 -31%
EF
787
Empowered Funds
Pennsylvania
$791K +$131K +1,455 +16%
WIP
788
WealthCare Investment Partners
Rhode Island
$782K – – –
SPC
789
Sigma Planning Corp
Michigan
$782K +$57.6K +640 +7%
LNC
790
Lincoln National Corp
Pennsylvania
$780K +$98.6K +1,095 +12%
KA
791
Kintegral Advisory
New York
$776K – – –
SLWA
792
San Luis Wealth Advisors
California
$776K +$926K +10,280 New
EFM
793
E Fund Management
China
$775K -$27K -300 -3%
PCA
794
Private Capital Advisors
Connecticut
$773K – – –
MFP
795
Meridian Financial Partners
Virginia
$763K +$1.01M +11,165 New
PGFC
796
Peapack-Gladstone Financial Corp
New Jersey
$758K +$12.2K +135 +1%
CK
797
Cohen Klingenstein
New York
$755K – – –
WFA
798
Wipfli Financial Advisors
Wisconsin
$752K +$896K +9,955 New
AP
799
AtonRa Partners
Switzerland
$745K +$48.2K +535 +6%
OIS
800
Okabena Investment Services
Minnesota
$740K -$115K -1,280 -12%
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