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Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
1376
Davidson Investment Advisors
Montana
$135K – – –
TCM
1377
TD Capital Management
Tennessee
$133K – – –
KT
1378
Kanaly Trust
Texas
$132K +$59.2K +585 +84%
GAM
1379
Gemmer Asset Management
California
$127K +$17K +168 +16%
CYG
1380
Clean Yield Group
Vermont
$124K +$121K +1,197 New
VNA
1381
Valley National Advisers
Pennsylvania
$123K +$28.9K +286 +32%
IPC
1382
Independent Portfolio Consultants
Florida
$120K -$8.8K -87 -7%
JWA
1383
JFS Wealth Advisors
Pennsylvania
$115K – – –
MA
1384
MCF Advisors
Kentucky
$114K +$101 +1 +0.1%
PFSC
1385
Peoples Financial Services Corp
Pennsylvania
$110K – – –
DAM
1386
Delta Asset Management
Tennessee
$109K -$28.8K -285 -21%
BRWM
1387
B. Riley Wealth Management
Tennessee
$107K -$31.3K -309 -23%
FAM
1388
Formidable Asset Management
Ohio
$107K – – –
SFWA
1389
Summit Financial Wealth Advisors
Louisiana
$105K -$28.3K -280 -21%
LFR
1390
Lehman Financial Resources
Pennsylvania
$93K – – –
SMG
1391
Spectrum Management Group
Indiana
$91K – – –
HI
1392
Hudock Inc
Pennsylvania
$90K +$304 +3 +0.3%
WP
1393
WealthPLAN Partners
Nebraska
$81K +$79.9K +790 New
FWM
1394
Focused Wealth Management
New York
$78K – – –
SIG
1395
Stanford Investment Group
California
$75K – – –
FPFS
1396
First Personal Financial Services
North Carolina
$70K – – –
GI
1397
Gradient Investments
Minnesota
$69K +$56.1K +554 +482%
BFEC
1398
Benjamin F. Edwards & Company
Missouri
$68K – – –
DOA
1399
D'Orazio & Associates
Virginia
$66K – – –
DA
1400
Dunvegan Associates
California
$63K – – –
54 55
56
57 58