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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1301
Mark Sheptoff Financial Planning
Connecticut
$90K – – –
OC
1302
Oakworth Capital
Alabama
$86K – – –
JFA
1303
JNBA Financial Advisors
Minnesota
$86K +$59.6K +372 +198%
GXMC
1304
Global X Management Company
New York
$86K +$63.8K +398 +244%
TIM
1305
Tortoise Investment Management
New York
$84K – – –
JWA
1306
JFS Wealth Advisors
Pennsylvania
$83K – – –
KT
1307
Kanaly Trust
Texas
$81K -$68.9K -430 -45%
BCM
1308
Blume Capital Management
California
$77K -$118K -736 -60%
RPG
1309
Risk Paradigm Group
Texas
$76.8K – – –
TJHA
1310
Thomas J. Herzfeld Advisors
Florida
$76K – – –
BCM
1311
Brookstone Capital Management
Illinois
$75K +$78.3K +489 New
TC
1312
Trust Company
Kansas
$73K +$52.1K +325 +217%
PSC
1313
Prentiss Smith & Co
Vermont
$70K – – –
EFSCE
1314
Enterprise Financial Services Corp (EFSC)
Missouri
$66K -$41.2K -257 -38%
RI
1315
Redwood Investments
Massachusetts
$62K – – –
AWS
1316
Aris Wealth Services
Pennsylvania
$61K -$36.5K -228 -37%
CFN
1317
Cordasco Financial Network
Florida
$61K – – –
1832 Asset Management
1318
1832 Asset Management
Ontario, Canada
$61K +$64.1K +400 New
SIG
1319
Stanford Investment Group
California
$58K – – –
FNYS
1320
First New York Securities
New York
$56.8K +$59.3K +370 New
PSI
1321
Pinnacle Summer Investments
Virginia
$56K +$7.37K +46 +14%
NCM
1322
Nelson Capital Management
California
$54K – – –
UFA
1323
US Financial Advisors
Massachusetts
$48K -$13K -81 -21%
PG
1324
Patten Group
Tennessee
$46.1K +$48.1K +300 New
BAM
1325
Brave Asset Management
New Jersey
$46K – – –