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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
2051
Clean Yield Group
Vermont
$110K – – –
PMFA
2052
Plante Moran Financial Advisors
Michigan
$110K +$61.7K +243 +150%
IF
2053
Ironwood Financial
Arizona
$106K – – –
MUMSS
2054
Mitsubishi UFJ Morgan Stanley Securities
Japan
$106K +$40.6K +160 +70%
JAM
2055
JCIC Asset Management
Ontario, Canada
$105K – – –
GAAM
2056
Guinness Atkinson Asset Management
California
$103K – – –
CHC
2057
City Holding Co
West Virginia
$102K +$38.3K +151 +67%
FA
2058
Fortis Advisors
Pennsylvania
$101K – – –
BMD
2059
Better Money Decisions
New Mexico
$99K +$4.83K +19 +5%
ME
2060
McIlrath & Eck
Washington
$95K +$508 +2 +0.6%
BC
2061
Burleson & Co
California
$90K -$1.02K -4 -1%
BG
2062
Bollard Group
Massachusetts
$90K – – –
CTB
2063
Country Trust Bank
Illinois
$90K +$7.87K +31 +10%
RA
2064
Resolute Advisors
California
$90K +$26.2K +103 +45%
HFA
2065
HC Financial Advisors
California
$88K +$48.8K +192 +145%
PHAM
2066
Portland Hill Asset Management
United Kingdom
$84K – – –
EC
2067
Estate Counselors
Wisconsin
$83K – – –
CC
2068
Corsicana & Co
Texas
$81K – – –
FCMT
2069
Founders Capital Management (Texas)
Texas
$81K – – –
LSV Asset Management
2070
LSV Asset Management
Illinois
$81K – – –
WWMSC
2071
Wagner Wealth Management (South Carolina)
South Carolina
$81K +$10.2K +40 +17%
WIA
2072
Wealthstreet Investment Advisors
Texas
$79K -$267K -1,050 -78%
AAP
2073
Arax Advisory Partners
Colorado
$78K -$154K -605 -68%
PCTC
2074
Perkins Coie Trust Company
Washington
$78K – – –
Cohen & Steers
2075
Cohen & Steers
New York
$74K -$40.1K -158 -37%