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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1001
Penserra Capital Management
California
$78K +$25K +207 +49%
MBTD
1002
Mechanics Bank - Trust Department
California
$77K +$75K +621 New
HR
1003
Howe & Rusling
New York
$75K -$16.3K -135 -18%
PMFA
1004
Plante Moran Financial Advisors
Michigan
$75K -$10.5K -87 -13%
OIM
1005
Opus Investment Management
Massachusetts
$75K +$72.4K +600 New
BCA
1006
Berman Capital Advisors
Georgia
$73K
HCA
1007
Horan Capital Advisors
Ohio
$71K +$68.8K +570 New
CDIA
1008
Capital Directions Investment Advisors
Georgia
$69K +$67.2K +557 New
PO
1009
Private Ocean
California
$65K +$30.2K +250 +95%
AWM
1010
AllSquare Wealth Management
New York
$64K
MRCM
1011
M&R Capital Management
New Jersey
$63K
VRM
1012
Vectors Research Management
New York
$62K
AIM
1013
AIA Investment Management
Singapore
$62K +$60.5K +501 New
SFSIG
1014
San Francisco Sentry Investment Group
California
$60K -$42.9K -355 -43%
MSFP
1015
Mark Sheptoff Financial Planning
Connecticut
$60K +$50K +414 +583%
APW
1016
Acima Private Wealth
Virginia
$59K
GWM
1017
Geneos Wealth Management
Colorado
$58K +$1.57K +13 +3%
WWM
1018
Willingdon Wealth Management
North Carolina
$57K +$845 +7 +2%
GSWM
1019
Golden State Wealth Management
California
$53K +$121 +1 +0.2%
SLF
1020
Sun Life Financial
Ontario, Canada
$49K +$724 +6 +2%
AIC
1021
Ameritas Investment Company
Nebraska
$49K +$47.1K +390 New
HI
1022
Hudock Inc
Pennsylvania
$49K +$48.3K +400 New
HL
1023
Harding Loevner
New Jersey
$47K
BC
1024
Bartlett & Co
Ohio
$47K +$14K +116 +44%
BCWM
1025
Bartlett & Co Wealth Management
Ohio
$47K +$14K +116 +44%