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Name Holding Trade Value Shares
Change
Change in
Stake
MSA
701
Marino Stram & Associates
Massachusetts
$5K – – –
ME
702
McIlrath & Eck
Washington
$5K – – –
TFO
703
Tarbox Family Office
California
$5K – – –
CAL
704
Capital Advisors Ltd
Ohio
$5K +$27 +1 +0.5%
SLF
705
Sun Life Financial
Ontario, Canada
$4.02K -$50.4K -1,854 -95%
NSB
706
Norway Savings Bank
Maine
$4K – – –
TWA
707
TCI Wealth Advisors
Arizona
$4K – – –
TIM
708
Tortoise Investment Management
New York
$4K – – –
RFA
709
Reilly Financial Advisors
California
$4K +$4.89K +180 New
OFW
710
Omnia Family Wealth
Florida
$3K – – –
RBC
711
Roble Belko & Company
Pennsylvania
$3K – – –
SFM
712
Signet Financial Management
New Jersey
$3K +$3.26K +120 New
TC
713
Trilogy Capital
California
$3K +$3.58K +132 New
WA
714
WestEnd Advisors
North Carolina
$2.66K -$47.9M -1,765,283 -100%
SWA
715
Sutton Wealth Advisors
Florida
$2.61K – – –
ECM
716
Estabrook Capital Management
New York
$2.39K – – –
CCM
717
Cribstone Capital Management
Maine
$2K -$679 -25 -20%
BWA
718
BDO Wealth Advisors
Florida
$2K – – –
DSC
719
Duncker Streett & Co
Missouri
$2K – – –
FIB
720
First Interstate Bank
Montana
$2K – – –
IP
721
Intellectus Partners
California
$2K – – –
AIS
722
Accurate Investment Solutions
Pennsylvania
$2K +$27 +1 +1%
PWAG
723
Polaris Wealth Advisory Group
California
$2K +$2.72K +100 New
GEA
724
Glen Eagle Advisors
New Jersey
$1.8K +$761 +28 +60%
AAM
725
Advisors Asset Management
Colorado
$1K -$378K -13,920 -100%