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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Brookstone Capital Management
Illinois
$24K +$23.9K +1,621 New
FAM
502
Formidable Asset Management
Ohio
$20K
SC
503
Saturna Capital
Washington
$19K
KT
504
Kanaly Trust
Texas
$18K +$7.71K +523 +81%
KCM
505
Karp Capital Management
California
$16K +$74 +5 +0.5%
Truist Financial
506
Truist Financial
North Carolina
$16K +$15.5K +1,051 New
AF
507
Arrow Financial
New York
$15K
KTC
508
Kistler-Tiffany Companies
Pennsylvania
$15K
LFR
509
Lehman Financial Resources
Pennsylvania
$15K
WA
510
Waverly Advisors
Alabama
$15K +$14.7K +1,000 New
CGT
511
Capital Guardian Trust
California
$13K -$1.34K -91 -9%
VFA
512
Virtus Fund Advisers
Connecticut
$13K
TIM
513
Tortoise Investment Management
New York
$12K
GWA
514
Genesis Wealth Advisors
Massachusetts
$11.4K
CAW
515
Cornerstone Advisors (Washington)
Washington
$9K -$59.1K -4,010 -87%
WA
516
WealthTrust-Arizona
Arizona
$9K -$221 -15 -2%
ATC
517
Adirondack Trust Company
New York
$8K
NSIM
518
North Star Investment Management
Illinois
$8K
PMFA
519
Plante Moran Financial Advisors
Michigan
$8K
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$8K +$6.14K +417 +326%
WIC
521
Woodmont Investment Counsel
Tennessee
$8K +$7.46K +506 New
EFSCE
522
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$5.25K -356 -48%
RA
523
Rational Advisors
New York
$6K
WCM
524
Wealthcare Capital Management
Virginia
$5K -$47.5K -3,225 -91%
ACS
525
Archford Capital Strategies
Illinois
$4K -$648 -44 -14%