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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1626
SkyOak Wealth
Michigan
$201K +$194K +1,861 New
HTC
1627
Haverford Trust Company
Pennsylvania
$200K -$25.4K -244 -12%
GTAM
1628
Global Trust Asset Management
Florida
$200K
CG
1629
CFO4Life Group
Texas
$200K +$193K +1,849 New
PWMG
1630
Prestige Wealth Management Group
New Jersey
$198K
EP
1631
Eudaimonia Partners
Tennessee
$197K +$190K +1,820 New
OSAM
1632
O'Shaughnessy Asset Management
Connecticut
$191K +$184K +1,766 +58,867%
SMFG
1633
Sumitomo Mitsui Financial Group
Japan
$181K -$165K -1,582 -49%
JCM
1634
Jacobi Capital Management
Pennsylvania
$179K -$10.4K -100 -6%
AWM
1635
AllSquare Wealth Management
New York
$177K
FCB
1636
First Command Bank
Texas
$175K -$29.7K -285 -15%
FCFS
1637
First Command Financial Services
Texas
$175K -$29.7K -285 -15%
BDS
1638
Banco de Sabadell
Florida
$173K -$223K -2,140 -57%
AIM
1639
Acropolis Investment Management
Missouri
$169K
FRA
1640
Front Row Advisors
California
$163K
SIMG
1641
Stephens Investment Management Group
Texas
$163K
PFGIA
1642
Patriot Financial Group Insurance Agency
Massachusetts
$163K +$21.6K +207 +16%
HCM
1643
Highlander Capital Management
New Jersey
$162K +$52.1K +500 +50%
BL
1644
Balentine LLC
Georgia
$162K +$105K +1,006 +204%
ATFA
1645
All Terrain Financial Advisors
Minnesota
$154K -$101K -969 -40%
Boston Partners
1646
Boston Partners
Massachusetts
$154K
FWM
1647
FSA Wealth Management
Massachusetts
$151K +$146K +1,400 New
FIA
1648
FNY Investment Advisers
New York
$150K -$71.9K -690 -33%
AAP
1649
Arax Advisory Partners
Colorado
$149K
KTC
1650
Kistler-Tiffany Companies
Pennsylvania
$147K -$205K -1,967 -59%