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OKE

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1526
Pin Oak Investment Advisors
Texas
$26K – – –
LF
1527
LifeSteps Financial
California
$25.9K +$26.2K +298 New
PMAM
1528
Picton Mahoney Asset Management
Ontario, Canada
$25.9K +$26.2K +298 New
CA
1529
Crewe Advisors
Utah
$24.3K +$18.7K +212 +312%
JGCM
1530
Joseph Group Capital Management
Ohio
$23.8K +$2.47K +28 +11%
WAU
1531
Wellington-Altus USA
Manitoba, Canada
$23.4K – – –
KAS
1532
Kemnay Advisory Services
New York
$23.1K +$1.15K +13 +5%
PS
1533
Planning Strategies
Pennsylvania
$21.4K +$21.7K +246 New
GKIM
1534
GW&K Investment Management
Massachusetts
$21K -$440 -5 -2%
KG
1535
Kilter Group
New York
$20.3K +$617 +7 +3%
C
1536
Covestor
United Kingdom
$20K -$106K -1,203 -84%
FFA
1537
Frazier Financial Advisors
Ohio
$19.3K – – –
JFA
1538
JNBA Financial Advisors
Minnesota
$19K – – –
S
1539
Sachetta
Massachusetts
$19K +$2.64K +30 +16%
HFS
1540
Horizon Financial Services
North Carolina
$19K +$6.17K +70 +47%
WA
1541
Westfuller Advisors
New York
$18.8K +$176 +2 +0.9%
NB
1542
NBH Bank
Colorado
$18.7K +$18.9K +215 New
NF
1543
Napier Financial
Massachusetts
$18K -$1.32K -15 -7%
CPBTD
1544
Central Pacific Bank - Trust Division
Hawaii
$17.4K – – –
ETS
1545
ESL Trust Services
New York
$17.4K – – –
PCFFS
1546
Pacific Center for Financial Services
California
$15.9K – – –
SHIM
1547
Stone House Investment Management
Pennsylvania
$15.8K +$617 +7 +4%
PUI
1548
Purpose Unlimited Inc
$15.6K – – –
VWA
1549
Valued Wealth Advisors
Utah
$15.6K -$617 -7 -4%
CIA
1550
Cape Investment Advisory
Georgia
$15.6K +$15.8K +179 New
60 61
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63 64