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Name Holding Trade Value Shares
Change
Change in
Stake
TA
2526
Trellis Advisors
Washington
$201K +$85.5K +676 +48%
AP
2527
Atwood & Palmer
Missouri
$200K +$88.5K +700 +51%
KPWG
2528
KFA Private Wealth Group
Virginia
$200K +$262K +2,075 New
FFC
2529
First Financial Corp
Indiana
$199K +$37.9K +300 +17%
CCA
2530
Column Capital Advisors
Indiana
$196K -$10.2K -81 -4%
TF
2531
TimeScale Financial
Massachusetts
$195K -$34.4K -272 -12%
TIM
2532
Tortoise Investment Management
New York
$194K -$253 -2 -0.1%
CM
2533
Castleark Management
Illinois
$193K -$20.7M -163,800 -99%
SCA
2534
Stuart Chaussee & Associates
California
$193K -$455K -3,600 -64%
SFG
2535
Sowa Financial Group
Rhode Island
$192K – – –
SQA
2536
Simon Quick Advisors
New Jersey
$191K -$44.5K -352 -15%
ANBT
2537
American National Bank & Trust
Texas
$189K -$5.34M -42,244 -96%
RWG
2538
Regal Wealth Group
California
$180K +$16.9K +134 +8%
BS
2539
Bessemer Securities
New York
$179K -$593K -4,690 -72%
Cohen & Steers
2540
Cohen & Steers
New York
$174K -$317K -2,504 -58%
BCP
2541
Blue Chip Partners
Michigan
$174K -$38.7K -306 -15%
AWM
2542
AllSquare Wealth Management
New York
$174K +$44.8K +354 +24%
PAA
2543
Peregrine Asset Advisers
Oregon
$171K -$175K -1,383 -44%
NL
2544
NKCFO LLC
Illinois
$169K -$10.7M -84,675 -98%
CDIA
2545
Capital Directions Investment Advisors
Georgia
$163K – – –
VCM
2546
Versant Capital Management
Arizona
$159K +$29.1K +230 +16%
CAL
2547
Capital Advisors Ltd
Ohio
$157K – – –
LFG
2548
LifePlan Financial Group
Ohio
$151K -$4.17K -33 -2%
CFD
2549
Creative Financial Designs
Indiana
$151K +$60.8K +481 +44%
S
2550
Seeyond
France
$148K -$671K -5,311 -25%