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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
676
Poehling Capital Management
Wisconsin
$54K – – –
SIAS
677
Shine Investment Advisory Services
Colorado
$54K – – –
PG
678
Patten Group
Tennessee
$52K – – –
SIM
679
Sonora Investment Management
Arizona
$49.7K +$23.2K +167 +84%
SFFS
680
Stonehage Fleming Financial Services
Jersey
$48K – – –
Rockefeller Capital Management
681
Rockefeller Capital Management
New York
$47K +$48K +345 New
IWM
682
IHT Wealth Management
Illinois
$46K – – –
AIM
683
Arcadia Investment Management
Michigan
$45K – – –
BFC
684
Bedel Financial Consulting
Indiana
$44K +$45.2K +325 New
Walleye Trading
685
Walleye Trading
New York
$44K +$45.3K +326 New
CHP
686
Cable Hill Partners
Oregon
$43K – – –
CCMW
687
Cypress Capital Management (Wyoming)
Wyoming
$43K – – –
FGC
688
Financial Gravity Companies
Texas
$43K +$417 +3 +1%
FGAM
689
Financial Gravity Asset Management
Texas
$43K +$42.4K +305 New
WCM
690
Whitener Capital Management
North Carolina
$42K – – –
LWA
691
Lenox Wealth Advisors
New York
$42K +$33.4K +240 +358%
CTB
692
Country Trust Bank
Illinois
$41K – – –
CB
693
Community Bank
New York
$39K – – –
LFA
694
Legacy Financial Advisors
Kentucky
$38K -$3.2K -23 -8%
LWM
695
Lenox Wealth Management
Ohio
$38K – – –
TIM
696
Tortoise Investment Management
New York
$38K – – –
GI
697
Gradient Investments
Minnesota
$37K -$417 -3 -1%
CAW
698
Cornerstone Advisors (Washington)
Washington
$37K +$2.64K +19 +8%
MGIA
699
Moneta Group Investment Advisors
Missouri
$37K +$37.5K +270 New
RE
700
RBC Europe
United Kingdom
$35.9K +$31.3K +225 +563%