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Name Holding Trade Value Shares
Change
Change in
Stake
SFPIA
826
Stevens First Principles Investment Advisors
California
$20K +$2.43K +85 +15%
TL
827
TrueWealth LLC
Georgia
$19K – – –
PCP
828
Proficio Capital Partners
Massachusetts
$18K – – –
MFT
829
Moisand Fitzgerald Tamayo
Florida
$17K – – –
MBT
830
Monroe Bank & Trust
Michigan
$17K – – –
TIM
831
Tortoise Investment Management
New York
$17K – – –
SCM
832
Silvant Capital Management
Georgia
$17K +$16K +558 New
BL
833
Balentine LLC
Georgia
$16K – – –
EWM
834
Edge Wealth Management
New York
$16K – – –
THWM
835
Taylor Hoffman Wealth Management
Virginia
$16K – – –
GWS
836
Glassman Wealth Services
Virginia
$16K +$286 +10 +2%
MGIA
837
Moneta Group Investment Advisors
Missouri
$15K -$285K -9,954 -95%
PS
838
Portfolio Strategies
New York
$14K – – –
WWM
839
Willingdon Wealth Management
North Carolina
$14K – – –
CCM
840
Covington Capital Management
California
$13K -$12.4K -432 -50%
AWA
841
Acorn Wealth Advisors
Michigan
$13K – – –
ADL
842
Asset Dedication LLC
California
$13K – – –
BA
843
Ballew Advisors
Mississippi
$13K – – –
CB
844
CNB Bank
Pennsylvania
$13K – – –
GFP
845
Gryphon Financial Partners
Ohio
$13K – – –
MSFP
846
Mark Sheptoff Financial Planning
Connecticut
$13K – – –
MA
847
MCF Advisors
Kentucky
$13K +$86 +3 +0.7%
WT
848
Washington Trust
Rhode Island
$13K +$12.1K +421 New
GAM
849
Gemmer Asset Management
California
$11K – – –
WF
850
WealthTrust Fairport
Ohio
$11K – – –