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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1651
Pathway Financial Advisors
Vermont
$105K +$107K +605 New
PWM
1652
Perigon Wealth Management
California
$104K – – –
SFPIA
1653
Stevens First Principles Investment Advisors
California
$104K – – –
TA
1654
Townsend & Associates
Colorado
$104K +$106K +597 New
PFGIA
1655
Patriot Financial Group Insurance Agency
Massachusetts
$101K +$354 +2 +0.4%
MUS
1656
Mitsubishi UFJ Securities
Japan
$96K -$8.85K -50 -8%
MFW
1657
Mosaic Family Wealth
Missouri
$96K -$4.42K -25 -4%
BCM
1658
Brasada Capital Management
Texas
$96K +$97.3K +550 New
PCM
1659
Poehling Capital Management
Wisconsin
$96K +$97.3K +550 New
OC
1660
Oakworth Capital
Alabama
$94K -$35.4K -200 -27%
AIS
1661
AlphaOne Investment Services
Pennsylvania
$94K +$24.8K +140 +35%
PCP
1662
Proficio Capital Partners
Massachusetts
$93K -$12.9K -73 -12%
MSA
1663
Marino Stram & Associates
Massachusetts
$93K +$94.3K +533 New
VIM
1664
Veritas Investment Management
United Kingdom
$90K – – –
SIAS
1665
Shine Investment Advisory Services
Colorado
$89K – – –
GBBWRPM
1666
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$89K +$36.1K +204 +76%
GEA
1667
Glen Eagle Advisors
New Jersey
$83.5K -$382K -2,156 -82%
AWA
1668
Acorn Wealth Advisors
Michigan
$80K +$78.2K +442 New
PRS
1669
Pinkerton Retirement Specialists
Idaho
$79K – – –
RBC
1670
Roble Belko & Company
Pennsylvania
$76K – – –
SP
1671
SWS Partners
Ohio
$74K +$74.9K +423 New
TIM
1672
Tortoise Investment Management
New York
$73K – – –
CAW
1673
Cornerstone Advisors (Washington)
Washington
$72K – – –
BCM
1674
Blume Capital Management
California
$70K – – –
NCM
1675
Northstar Capital Management
New York
$70K +$70.8K +400 New