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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1001
Gemmer Asset Management
California
$18K -$27K -172 -60%
PMFA
1002
Plante Moran Financial Advisors
Michigan
$18K -$5.64K -36 -24%
GAM
1003
Guinness Asset Management
United Kingdom
$17K +$11.8K +75 +227%
EWM
1004
Endurance Wealth Management
Rhode Island
$16K
TA
1005
TCG Advisors
Texas
$16K
POIA
1006
Pin Oak Investment Advisors
Texas
$16K +$4.23K +27 +36%
PFSC
1007
Peoples Financial Services Corp
Pennsylvania
$16K +$15.7K +100 New
EI
1008
Ellevest Inc
New York
$15K +$15.4K +98 New
GCM
1009
Gables Capital Management
Florida
$14K
MWC
1010
MBM Wealth Consultants
Missouri
$14K
PK
1011
Pflug Koory
Nebraska
$14K +$1.57K +10 +13%
TCCM
1012
Timber Creek Capital Management
Massachusetts
$13K
TFGT
1013
TS Financial Group (TSFG)
Illinois
$13K +$1.41K +9 +13%
FMTCOCP
1014
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K +$4.86K +31 +62%
GEA
1015
Glen Eagle Advisors
New Jersey
$12.3K
AF
1016
Arrow Financial
New York
$12K -$4.7K -30 -28%
LWANC
1017
Laurel Wealth Advisors (North Carolina)
North Carolina
$12K -$4.7K -30 -28%
QCIG
1018
Quad-Cities Investment Group
Iowa
$12K
CT
1019
Clearstead Trust
Maine
$12K +$11.8K +75 New
MF
1020
Manchester Financial
California
$12K +$12.1K +77 New
ME
1021
McIlrath & Eck
Washington
$11K
TCM
1022
TD Capital Management
Tennessee
$11K
TIM
1023
Tortoise Investment Management
New York
$11K
TL
1024
TrueWealth LLC
Georgia
$11K
FNBOSM
1025
First National Bank of South Miami
Florida
$10K -$6.42K -41 -42%