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Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1626
Pin Oak Investment Advisors
Texas
$203K -$16.2K -155 -8%
BWP
1627
Bernardo Wealth Planning
Pennsylvania
$202K -$6.98K -67 -3%
EWM
1628
Endurance Wealth Management
Rhode Island
$202K – – –
RB
1629
Rodgers Brothers
Pennsylvania
$202K +$195K +1,870 New
AWM
1630
Absher Wealth Management
North Carolina
$201K +$180K +1,725 New
SW
1631
SkyOak Wealth
Michigan
$201K +$194K +1,861 New
HTC
1632
Haverford Trust Company
Pennsylvania
$200K -$25.4K -244 -12%
GTAM
1633
Global Trust Asset Management
Florida
$200K – – –
CG
1634
CFO4Life Group
Texas
$200K +$193K +1,849 New
PWMG
1635
Prestige Wealth Management Group
New Jersey
$198K – – –
EP
1636
Eudaimonia Partners
Tennessee
$197K +$190K +1,820 New
OSAM
1637
O'Shaughnessy Asset Management
Connecticut
$191K +$184K +1,766 +58,867%
SMFG
1638
Sumitomo Mitsui Financial Group
Japan
$181K -$165K -1,582 -49%
JCM
1639
Jacobi Capital Management
Pennsylvania
$179K -$10.4K -100 -6%
AWM
1640
AllSquare Wealth Management
New York
$177K – – –
FCB
1641
First Command Bank
Texas
$175K -$29.7K -285 -15%
FCFS
1642
First Command Financial Services
Texas
$175K -$29.7K -285 -15%
BDS
1643
Banco de Sabadell
Florida
$173K -$223K -2,140 -57%
AIM
1644
Acropolis Investment Management
Missouri
$169K – – –
FRA
1645
Front Row Advisors
California
$163K – – –
SIMG
1646
Stephens Investment Management Group
Texas
$163K – – –
PFGIA
1647
Patriot Financial Group Insurance Agency
Massachusetts
$163K +$21.6K +207 +16%
HCM
1648
Highlander Capital Management
New Jersey
$162K +$52.1K +500 +50%
BL
1649
Balentine LLC
Georgia
$162K +$105K +1,006 +204%
ATFA
1650
All Terrain Financial Advisors
Minnesota
$154K -$101K -969 -40%