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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1251
Reilly Financial Advisors
California
$116K -$33.7K -433 -23%
JFA
1252
JNBA Financial Advisors
Minnesota
$116K +$39K +500 +55%
EWM
1253
Edge Wealth Management
New York
$115K -$390 -5 -0.4%
GGPS
1254
Gary Goldberg Planning Services
New York
$113K +$97.9K +1,257 +1,084%
TIM
1255
Tortoise Investment Management
New York
$110K – – –
VCM
1256
Vigilant Capital Management
Maine
$109K +$35.1K +450 +52%
CL
1257
CFS LLC
Oklahoma
$102K – – –
PFSC
1258
Peoples Financial Services Corp
Pennsylvania
$95K +$89.6K +1,150 New
AWS
1259
Aris Wealth Services
Pennsylvania
$93K – – –
LWM
1260
LBA Wealth Management
Florida
$88K +$83.4K +1,070 New
NC
1261
Nicholas Company
Wisconsin
$86K – – –
OSNBOA
1262
Old Second National Bank of Aurora
Illinois
$84K -$3.51K -45 -4%
PMFA
1263
Plante Moran Financial Advisors
Michigan
$82K +$34.2K +439 +79%
PFA
1264
Paradigm Financial Advisors
Missouri
$82K +$77.9K +1,000 New
VNB
1265
Valley National Bancorp
New York
$82K +$77.9K +1,000 New
HDIM
1266
Hanson & Doremus Investment Management
Vermont
$81K -$2.49K -32 -3%
MA
1267
MCF Advisors
Kentucky
$81K +$156 +2 +0.2%
IMS
1268
Index Management Solutions
Pennsylvania
$80K +$19.2K +246 +34%
IRS
1269
Invictus RG (Singapore)
Singapore
$78K +$31.9K +410 +76%
OC
1270
Oakworth Capital
Alabama
$77K +$73.3K +941 New
CAL
1271
Capital Advisors Ltd
Ohio
$73K +$69.1K +887 New
DBT
1272
Dubuque Bank & Trust
Iowa
$71K -$81.8K -1,050 -55%
BAM
1273
Brave Asset Management
New Jersey
$71K +$67.1K +861 New
WCM
1274
Wealthcare Capital Management
Virginia
$70K – – –
PAS
1275
Partnervest Advisory Services
California
$69K -$9.97K -128 -13%
49 50
51
52 53