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Name Holding Trade Value Shares
Change 		Change in
Stake
NEI
1051
Northwest & Ethical Investments
Ontario, Canada
$97K +$89.9K +659 New
CPG
1052
Cornerstone Planning Group
New Jersey
$96.1K +$1.36K +10 +1%
BTC
1053
Bank & Trust Company
Illinois
$92.6K – – –
C
1054
Covestor
United Kingdom
$88K +$8.46K +62 +11%
PTC
1055
Private Trust Company
Ohio
$81.9K -$8.73K -64 -10%
TFIPS
1056
Towarzystwo Funduszy Inwestycyjnych PZU SA
$81.6K +$16.4K +120 +27%
TFM
1057
TFC Financial Management
Massachusetts
$80.9K +$273 +2 +0.4%
RFS
1058
Richardson Financial Services
Massachusetts
$76.6K – – –
AWM
1059
Activest Wealth Management
Florida
$75K -$13.8K -101 -16%
BWA
1060
Basecamp Wealth Advisors
Washington
$74.8K +$273 +2 +0.4%
CTA
1061
Colonial Trust Advisors
South Carolina
$74.3K – – –
OWP
1062
ORG Wealth Partners
Texas
$73.3K -$200K -1,467 -74%
OP
1063
Oslo Pensjonsforsikring
$72.6K – – –
SOAM
1064
SBI Okasan Asset Management
Japan
$72.3K +$7.09K +52 +12%
SR
1065
Syntax Research
Florida
$70.1K -$2.25M -16,509 -97%
RF
1066
Roxbury Financial
New Jersey
$67.4K -$955 -7 -1%
BF
1067
BOK Financial
Oklahoma
$67K +$9K +66 +16%
JWM
1068
JPL Wealth Management
Colorado
$63.3K -$409 -3 -0.7%
CA
1069
CoreCap Advisors
Michigan
$61.4K +$136 +1 +0.2%
GSEP
1070
Golden State Equity Partners
California
$61.4K -$30.4K -223 -34%
CT
1071
Colonial Trust
South Carolina
$58.5K – – –
KB
1072
Kimelman & Baird
New York
$57.4K -$102K -748 -65%
FA
1073
Fountainhead AM
New Jersey
$52.2K +$22.1K +162 +80%
DIP
1074
DT Investment Partners
Pennsylvania
$51.5K – – –
TCIIS
1075
TIAA-CREF Individual & Institutional Services
New York
$50.4K -$45.1K -331 -48%
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