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Name Holding Trade Value Shares
Change
Change in
Stake
PFG
601
PAX Financial Group
Texas
$280K +$106K +4,890 New
SMC
602
Smith, Moore & Co
Missouri
$279K +$217K +9,990 New
CWM
603
Concentric Wealth Management
California
$279K +$217K +10,005 New
BF
604
BOK Financial
Oklahoma
$279K +$217K +10,020 New
ACA
605
Affinity Capital Advisors
California
$278K +$216K +9,960 New
LOAMS
606
Lombard Odier Asset Management (Switzerland)
Switzerland
$277K +$215K +9,915 New
WSFS
607
Wilmington Savings Fund Society
Delaware
$277K +$216K +9,945 New
FI
608
FormulaFolio Investments
Michigan
$276K +$214K +9,885 New
PCMC
609
Private Capital Management (Colorado)
Colorado
$274K
SMFS
610
Squar Milner Financial Services
California
$271K -$1.47M -67,875 -87%
WP
611
WealthPLAN Partners
Nebraska
$269K +$114K +5,250 New
CA
612
Calton & Associates
Florida
$269K +$209K +9,630 New
WTB
613
Washington Trust Bank
Washington
$269K +$209K +9,630 New
FFG
614
Frisch Financial Group
New York
$269K +$210K +9,660 New
LWA
615
Lineweaver Wealth Advisors
Ohio
$268K +$209K +9,615 New
Chevy Chase Trust
616
Chevy Chase Trust
Maryland
$267K +$208K +9,585 New
RJT
617
Raymond James Trust
Florida
$265K +$207K +9,525 New
PSUF
618
People's United Financial
Connecticut
$260K +$202K +9,330 New
KPW
619
Kore Private Wealth
New York
$258K +$201K +9,255 New
Fisher Asset Management
620
Fisher Asset Management
Washington
$257K +$200K +9,210 New
CWM
621
Concentrum Wealth Management
California
$256K +$199K +9,195 New
CA
622
Claro Advisors
Massachusetts
$255K +$198K +9,150 New
Acadian Asset Management
623
Acadian Asset Management
Massachusetts
$254K +$198K +9,120 New
NFG
624
Nadler Financial Group
Illinois
$252K +$196K +9,045 New
AAP
625
Ardsley Advisory Partners
Connecticut
$251K +$195K +9,000 New