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Name Holding Trade Value Shares
Change
Change in
Stake
MA
326
MUFG Americas
New York
$20K – – –
LWM
327
Lenox Wealth Management
Ohio
$20K +$1.21K +26 +6%
CHC
328
City Holding Co
West Virginia
$18K – – –
TFS
329
TrustCore Financial Services
Tennessee
$18K – – –
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$18K – – –
IA
331
IFP Advisors
Florida
$17K +$18.6K +398 New
CA
332
Centerpoint Advisors
Massachusetts
$16K – – –
HDIM
333
Hanson & Doremus Investment Management
Vermont
$16K – – –
BCWM
334
Bartlett & Co Wealth Management
Ohio
$15.3K – – –
1832 Asset Management
335
1832 Asset Management
Ontario, Canada
$15K -$6.74M -144,273 -100%
BC
336
Bartlett & Co
Ohio
$15K – – –
PB
337
Pinnacle Bancorp
Nebraska
$15K +$4.02K +86 +33%
FGAM
338
Financial Gravity Asset Management
Texas
$14K -$8.45K -181 -36%
TCM
339
Tradewinds Capital Management
Washington
$14K +$1.26K +27 +10%
AIC
340
Ameritas Investment Company
Nebraska
$14K +$14.4K +308 New
UBS AM
341
UBS AM
Illinois
$13.9K – – –
EWM
342
Endurance Wealth Management
Rhode Island
$13K – – –
RE
343
RBC Europe
United Kingdom
$13K – – –
NSB
344
Norway Savings Bank
Maine
$12K – – –
TC
345
Trust Company
Kansas
$12K – – –
GAM
346
Gemmer Asset Management
California
$11K – – –
PCFFS
347
Pacific Center for Financial Services
California
$11K +$11.5K +247 New
JFGIW
348
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K -$28.8K -617 -73%
VCM
349
Vigilant Capital Management
Maine
$10K -$15.7K -337 -60%
AP
350
Atwood & Palmer
Missouri
$10K – – –