Name Holding Trade Value Shares
Change
Change in
Stake
GBT
301
Grove Bank & Trust
Florida
$22K +$3.48K +50 +19%
IPC
302
Independent Portfolio Consultants
Florida
$20K -$42.5K -610 -68%
OFS
303
Orrstown Financial Services
Pennsylvania
$19K +$4.53K +65 +30%
AIL
304
AGF Investments LLC
Ontario, Canada
$15K +$5.79K +83 +65%
AIM
305
Acrospire Investment Management
Illinois
$14K – – –
OC
306
Oakworth Capital
Alabama
$13K – – –
WCBA
307
Weaver C. Barksdale & Associates
Tennessee
$10K -$418 -6 -4%
CHP
308
Cable Hill Partners
Oregon
$10K – – –
IUHSA
309
Itau Unibanco Holding S.A.
Brazil
$10K – – –
JIM
310
Jupiter Investment Management
United Kingdom
$10K – – –
SSB
311
Sandy Spring Bank
Maryland
$9K – – –
CG
312
Cutler Group
California
$9K +$6K +86 +187%
FPFS
313
First Personal Financial Services
North Carolina
$8K – – –
NA
314
NewEdge Advisors
Louisiana
$7.41K +$7.32K +105 New
MWM
315
MinichMacGregor Wealth Management
New York
$7K – – –
WA
316
WFG Advisors
Texas
$7K – – –
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
VCM
318
Versant Capital Management
Arizona
$6K – – –
GAM
319
Guinness Asset Management
United Kingdom
$5K +$4.88K +70 New
GAM
320
Gemmer Asset Management
California
$3K – – –
GWM
321
Geneos Wealth Management
Colorado
$3K – – –
RFA
322
Reilly Financial Advisors
California
$3K – – –
AIM
323
Advantage Investment Management
Iowa
$3K +$3.42K +49 New
OFW
324
Omnia Family Wealth
Florida
$2K -$13.7K -197 -86%
FHA
325
First Horizon Advisors
Tennessee
$2K -$5.16K -74 -70%