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Name Holding Trade Value Shares
Change
Change in
Stake
JAM
676
JCIC Asset Management
Ontario, Canada
$58K – – –
SIAS
677
Shine Investment Advisory Services
Colorado
$58K – – –
LFA
678
Legacy Financial Advisors
Kentucky
$51K +$10.6K +74 +27%
Rockefeller Capital Management
679
Rockefeller Capital Management
New York
$50K – – –
CTB
680
Country Trust Bank
Illinois
$49K +$5.58K +39 +13%
AIM
681
Arcadia Investment Management
Michigan
$48K – – –
WAP
682
Wealthcare Advisory Partners
Pennsylvania
$48K +$18.3K +128 +63%
BFC
683
Bedel Financial Consulting
Indiana
$47K – – –
CAW
684
Cornerstone Advisors (Washington)
Washington
$47K +$7.73K +54 +20%
PG
685
Patten Group
Tennessee
$46K -$9.31K -65 -17%
CHP
686
Cable Hill Partners
Oregon
$46K – – –
FGAM
687
Financial Gravity Asset Management
Texas
$46K +$3.01K +21 +7%
CCMW
688
Cypress Capital Management (Wyoming)
Wyoming
$45K – – –
BWP
689
Baldwin Wealth Partners
Massachusetts
$43K -$18.8K -131 -30%
TJHA
690
Thomas J. Herzfeld Advisors
Florida
$40K -$19.3K -135 -33%
TIM
691
Tortoise Investment Management
New York
$40K – – –
Barclays
692
Barclays
United Kingdom
$39K -$28.1K -196 -42%
GI
693
Gradient Investments
Minnesota
$39K – – –
RE
694
RBC Europe
United Kingdom
$38.2K – – –
RIA
695
RPG Investment Advisory
California
$37K – – –
GFP
696
Gryphon Financial Partners
Ohio
$36K – – –
JFGIW
697
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K – – –
CAC
698
Certified Advisory Corp
Florida
$36K +$286 +2 +0.8%
HCM
699
Hilton Capital Management
New York
$36K +$35.8K +250 New
GTAM
700
Global Trust Asset Management
Florida
$35K -$234K -1,635 -87%