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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
401
Tortoise Investment Management
New York
$26K – – –
NSIM
402
North Star Investment Management
Illinois
$25K – – –
Skandinaviska Enskilda Banken (SEB)
403
Skandinaviska Enskilda Banken (SEB)
Sweden
$24K +$18.5K +331 +331%
FWM
404
Focused Wealth Management
New York
$22K – – –
IAS
405
IMA Advisory Services
Colorado
$20K – – –
BCA
406
Berman Capital Advisors
Georgia
$17K +$336 +6 +2%
WTC
407
WhitTier Trust Company
Nevada
$15K – – –
HWA
408
Heritage Wealth Advisors
Virginia
$12.5K – – –
IA
409
IFP Advisors
Florida
$12K +$10.4K +185 +881%
GWSG
410
GPS Wealth Strategies Group
Colorado
$11K – – –
JCM
411
Jacobi Capital Management
Pennsylvania
$11K – – –
KPCM
412
Kings Point Capital Management
New York
$11K – – –
LFG
413
Larson Financial Group
Missouri
$11K – – –
CFO
414
CVA Family Office
Colorado
$11K +$2.8K +50 +31%
PFBT
415
Parkside Financial Bank & Trust
Missouri
$10K +$224 +4 +2%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$10K +$1.62K +29 +19%
TWA
417
TCI Wealth Advisors
Arizona
$9K – – –
LWCFA
418
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K +$8.73K +156 New
SIM
419
Sentry Investment Management
Wisconsin
$8K -$123K -2,205 -94%
CFGS
420
Concourse Financial Group Securities
Alabama
$8K – – –
HI
421
Harbour Investments
Wisconsin
$7K – – –
SWM
422
Sugarloaf Wealth Management
Georgia
$7K – – –
QCG
423
Quadrant Capital Group
Ohio
$7K +$728 +13 +11%
WWM
424
Wolff Wiese Magana
California
$7K +$1.85K +33 +38%
RIM
425
Rockbridge Investment Management
New York
$6K – – –