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Name Holding Trade Value Shares
Change 		Change in
Stake
BTNA
676
Bremer Trust National Association
Minnesota
$16K +$19.4K +1,101 New
AIS
677
Accurate Investment Solutions
Pennsylvania
$15K – – –
MSFP
678
Mark Sheptoff Financial Planning
Connecticut
$15K – – –
MNBTD
679
Moody National Bank Trust Division
Texas
$15K +$17.7K +1,006 New
BWM
680
Baystate Wealth Management
Massachusetts
$14K +$158 +9 +1%
ACA
681
Ackerman Capital Advisors
Texas
$13.5K +$3.28M +186,530 +1,435%
AF
682
Arrow Financial
New York
$12K -$3.52K -200 -20%
NSIM
683
North Star Investment Management
Illinois
$12K – – –
TIM
684
Tortoise Investment Management
New York
$12K – – –
VRM
685
Vectors Research Management
New York
$12K – – –
YWP
686
YorkBridge Wealth Partners
New York
$12K – – –
MFW
687
Mosaic Family Wealth
Missouri
$12K +$35 +2 +0.2%
SFA
688
Semmax Financial Advisors
North Carolina
$12K +$14.2K +804 New
LWCFA
689
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K +$14.4K +820 New
SWP
690
Strategic Wealth Partners
Ohio
$11K +$88 +5 +0.7%
OAJ
691
Ogorek Anthony Joseph
New York
$11K +$3.52K +200 +36%
CFA
692
Clarfeld Financial Advisors
New York
$11K +$12.5K +712 New
ESB
693
Essex Savings Bank
Connecticut
$11K +$13.6K +770 New
PFBT
694
Parkside Financial Bank & Trust
Missouri
$10K -$2.6K -148 -17%
WAP
695
Wealthcare Advisory Partners
Pennsylvania
$10K +$2.29K +130 +23%
PCP
696
Proficio Capital Partners
Massachusetts
$10K +$3.48K +198 +42%
LPWM
697
Lake Point Wealth Management
Texas
$10K +$11.4K +649 New
AW
698
Alpha Windward
Massachusetts
$10K +$12.1K +690 New
JFGIW
699
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K -$3.12K -177 -22%
GTAM
700
Global Trust Asset Management
Florida
$9K – – –
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