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Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
601
Atlas Private Wealth Management
New York
$392K +$519 +8 +0.1%
CFG
602
Cooper Financial Group
California
$390K +$62.6K +965 +16%
JWCA
603
J.W. Cole Advisors
Florida
$389K -$5.83K -90 -1%
BG
604
Bahl & Gaynor
Ohio
$387K – – –
EFS
605
Essex Financial Services
Connecticut
$387K +$121K +1,869 +37%
SIA
606
Schechter Investment Advisors
Michigan
$386K -$10K -155 -2%
OIA
607
OneDigital Investment Advisors
Kansas
$384K -$324K -5,001 -42%
BBHC
608
Brown Brothers Harriman & Co
New York
$384K +$29K +447 +7%
USCWA
609
U.S. Capital Wealth Advisors
Texas
$384K +$73.1K +1,128 +19%
TCOO
610
Trust Company of Oklahoma
Oklahoma
$382K -$30.2K -466 -6%
PWAC
611
Private Wealth Advisors (California)
California
$379K +$5.32K +82 +1%
TAM
612
Todd Asset Management
Kentucky
$379K +$442K +6,823 New
II
613
Inspire Investing
Idaho
$378K +$22.4K +345 +5%
JIC
614
Joel Isaacson & Co
New York
$373K – – –
SW
615
SkyOak Wealth
Michigan
$372K – – –
MGP
616
Metis Global Partners
California
$367K -$28.7K -442 -6%
NWM
617
NEIRG Wealth Management
Massachusetts
$366K +$91.6K +1,413 +27%
LC
618
Lindbrook Capital
California
$366K +$234K +3,610 +121%
S
619
Schroders
United Kingdom
$365K -$244K -3,768 -36%
AT
620
Arvest Trust
Oklahoma
$358K -$179K -2,756 -30%
MWM
621
Mission Wealth Management
California
$357K -$29.6K -456 -7%
OSAM
622
O'Shaughnessy Asset Management
Connecticut
$355K -$1.23M -18,943 -75%
MHIC
623
Marble Harbor Investment Counsel
Massachusetts
$355K – – –
MPPW
624
Mitchell & Pahl Private Wealth
Oklahoma
$355K – – –
BAMF
625
BI Asset Management Fondsmaeglerselskab
Denmark
$354K -$72.9K -1,125 -15%
23 24
25
26 27