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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
201
Prelude Capital Management
New York
$40K +$39K +2,430 New
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.1K +$8.02K +500 +28%
WTC
203
WhitTier Trust Company
Nevada
$36K – – –
BCWM
204
Bartlett & Co Wealth Management
Ohio
$33.1K +$32.1K +2,000 New
CIA
205
CSat Investment Advisory
Michigan
$33K +$7.96K +496 +33%
BC
206
Bartlett & Co
Ohio
$33K +$32.1K +2,000 New
US Bancorp
207
US Bancorp
Minnesota
$30K -$492K -30,658 -95%
RFWA
208
RPg Family Wealth Advisory
Massachusetts
$29K – – –
TIS
209
Tortoise Index Solutions
Kansas
$27K +$10.3K +641 +65%
TCOV
210
Trust Company of Vermont
Vermont
$26K – – –
EWM
211
Edge Wealth Management
New York
$22K -$3.21K -200 -13%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$21K -$931 -58 -4%
GHCM
213
Glen Harbor Capital Management
California
$21K – – –
MCIM
214
Meadow Creek Investment Management
Georgia
$18K – – –
HCM
215
Hilton Capital Management
New York
$17K – – –
OIA
216
Optimum Investment Advisors
Illinois
$17K – – –
NSIM
217
North Star Investment Management
Illinois
$17K +$16K +1,000 New
QCG
218
Quadrant Capital Group
Ohio
$17K +$17.3K +1,080 New
LWM
219
Lenox Wealth Management
Ohio
$16K – – –
Federated Hermes
220
Federated Hermes
Pennsylvania
$15K -$5.62M -349,931 -100%
GWM
221
Geneos Wealth Management
Colorado
$15K -$8.83K -550 -37%
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$15K +$4.17K +260 +39%
EP
223
Elkfork Partners
Oregon
$14K – – –
CG
224
Cutler Group
California
$10K -$113K -7,015 -92%
TAM
225
Tyers Asset Management
Texas
$10K – – –