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Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
1151
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$115K
LPWM
1152
Lake Point Wealth Management
Texas
$112K +$99.7K +2,791 New
JFGIW
1153
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$110K -$63.3K -1,772 -39%
RFA
1154
Reilly Financial Advisors
California
$110K -$11.2K -314 -10%
WFMPM
1155
Woodley Farra Manion Portfolio Management
Indiana
$110K +$97.3K +2,726 New
PCG
1156
Private Capital Group
Connecticut
$109K -$45.8K -1,283 -32%
GRP
1157
Global Retirement Partners
California
$108K -$3.36K -94 -3%
SC
1158
Steph & Co
Wisconsin
$108K +$95.6K +2,677 New
DSC
1159
Duncker Streett & Co
Missouri
$107K +$95.8K +2,682 New
IWA
1160
Intercontinental Wealth Advisors
Texas
$106K -$25.8K -722 -19%
AssetMark Inc
1161
AssetMark Inc
California
$106K +$17.6K +494 +23%
TPWA
1162
TRUE Private Wealth Advisors
Oregon
$105K +$92.4K +2,589 New
LJHT
1163
Laurie J. Hall Trustee
$101K -$55.3K -1,550 -38%
MRCM
1164
M&R Capital Management
New Jersey
$100K -$8.18K -229 -8%
SIAS
1165
Shine Investment Advisory Services
Colorado
$99K -$3.14K -88 -3%
GTAM
1166
Global Trust Asset Management
Florida
$99K -$3.04K -85 -3%
AP
1167
Americana Partners
Texas
$99K +$87.4K +2,449 New
HIA
1168
Harbor Investment Advisory
Maryland
$99K +$88K +2,464 New
RMC
1169
Resources Management Corp
Connecticut
$96K -$182K -5,110 -68%
PCA
1170
Peddock Capital Advisors
Massachusetts
$96K +$85.7K +2,400 New
PK
1171
Pflug Koory
Nebraska
$95K -$1.78K -50 -2%
JFA
1172
JNBA Financial Advisors
Minnesota
$93K +$46K +1,289 +126%
OSAM
1173
O'Shaughnessy Asset Management
Connecticut
$93K +$82.3K +2,306 +38,433%
SIA
1174
SeaBridge Investment Advisors
New Jersey
$92K -$14.3K -400 -15%
BWM
1175
Baystate Wealth Management
Massachusetts
$92K +$5.96K +167 +8%