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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1126
Cascade Investment Advisors
Oregon
$17.1K – – –
JFA
1127
JNBA Financial Advisors
Minnesota
$17K – – –
PMFA
1128
Plante Moran Financial Advisors
Michigan
$17K +$1.47K +6 +10%
SIS
1129
Sound Income Strategies
Florida
$17K +$1.96K +8 +15%
GAM
1130
Gemmer Asset Management
California
$16K – – –
SIM
1131
Sonora Investment Management
Arizona
$16K +$1.47K +6 +11%
FWM
1132
FSA Wealth Management
Massachusetts
$16K +$14.7K +60 New
POIA
1133
Pin Oak Investment Advisors
Texas
$15K – – –
SWM
1134
Sugarloaf Wealth Management
Georgia
$15K – – –
HCP
1135
Hexagon Capital Partners
Arkansas
$14K – – –
IFAM
1136
Institutional & Family Asset Management
Colorado
$14K – – –
JWA
1137
JFS Wealth Advisors
Pennsylvania
$14K – – –
MA
1138
Montag & Associates
Georgia
$14K +$12.8K +52 New
TWA
1139
TCI Wealth Advisors
Arizona
$13K -$172K -699 -94%
MFM
1140
MD Financial Management
Ontario, Canada
$13K +$11.8K +48 New
KTC
1141
Kistler-Tiffany Companies
Pennsylvania
$12K – – –
SL
1142
Savior LLC
Massachusetts
$12K – – –
BWM
1143
BerganKDV Wealth Management
Minnesota
$11K -$3.44K -14 -25%
VNA
1144
Valley National Advisers
Pennsylvania
$11K – – –
AFG
1145
Albion Financial Group
Utah
$11K +$10.1K +41 New
CWM
1146
Curi Wealth Management
North Carolina
$11K +$10.3K +42 New
FCA
1147
FinTrust Capital Advisors
South Carolina
$10K -$7.36K -30 -43%
APWA
1148
Atlas Private Wealth Advisors
New Jersey
$10K +$3.68K +15 +68%
TIM
1149
Tortoise Investment Management
New York
$10K +$9.33K +38 New
LIA
1150
Luken Investment Analytics
Tennessee
$10K +$9.57K +39 New
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