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Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.1K +$8.02K +500 +28%
WTC
202
WhitTier Trust Company
Nevada
$36K
BCWM
203
Bartlett & Co Wealth Management
Ohio
$33.1K +$32.1K +2,000 New
CIA
204
CSat Investment Advisory
Michigan
$33K +$7.96K +496 +33%
BC
205
Bartlett & Co
Ohio
$33K +$32.1K +2,000 New
US Bancorp
206
US Bancorp
Minnesota
$30K -$492K -30,658 -95%
RFWA
207
RPg Family Wealth Advisory
Massachusetts
$29K
TIS
208
Tortoise Index Solutions
Kansas
$27K +$10.3K +641 +65%
TCOV
209
Trust Company of Vermont
Vermont
$26K
EWM
210
Edge Wealth Management
New York
$22K -$3.21K -200 -13%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$21K -$931 -58 -4%
GHCM
212
Glen Harbor Capital Management
California
$21K
MCIM
213
Meadow Creek Investment Management
Georgia
$18K
HCM
214
Hilton Capital Management
New York
$17K
OIA
215
Optimum Investment Advisors
Illinois
$17K
NSIM
216
North Star Investment Management
Illinois
$17K +$16K +1,000 New
QCG
217
Quadrant Capital Group
Ohio
$17K +$17.3K +1,080 New
LWM
218
Lenox Wealth Management
Ohio
$16K
Federated Hermes
219
Federated Hermes
Pennsylvania
$15K -$5.62M -349,931 -100%
GWM
220
Geneos Wealth Management
Colorado
$15K -$8.83K -550 -37%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$15K +$4.17K +260 +39%
EP
222
Elkfork Partners
Oregon
$14K
CG
223
Cutler Group
California
$10K -$113K -7,015 -92%
TAM
224
Tyers Asset Management
Texas
$10K
VFA
225
Valeo Financial Advisors
Indiana
$9K -$24.1K -1,500 -73%