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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1176
Knuff & Co
California
$28K – – –
PFSC
1177
Peoples Financial Services Corp
Pennsylvania
$28K – – –
SNT
1178
Security National Trust
West Virginia
$28K – – –
BAMG
1179
Brand Asset Management Group
Missouri
$28K +$25.9K +100 New
ST
1180
Sageworth Trust
Pennsylvania
$28K +$26.2K +101 New
PCIA
1181
Prime Capital Investment Advisors
Kansas
$27K +$24.6K +95 New
TIM
1182
Tortoise Investment Management
New York
$25K +$13K +50 +132%
PGAM
1183
Princeton Global Asset Management
New Jersey
$24K – – –
RA
1184
Resolute Advisors
California
$23K +$35.5K +137 New
LS
1185
Leelyn Smith
Illinois
$22K – – –
FCA
1186
FinTrust Capital Advisors
South Carolina
$20K +$8.3K +32 +82%
PWA
1187
Phoenix Wealth Advisors
North Carolina
$19K – – –
CIA
1188
Cascade Investment Advisors
Oregon
$18.2K – – –
JFA
1189
JNBA Financial Advisors
Minnesota
$18K – – –
SIS
1190
Sound Income Strategies
Florida
$17.6K – – –
BCM
1191
Bourgeon Capital Management
Connecticut
$17K -$6.49K -25 -29%
PMFA
1192
Plante Moran Financial Advisors
Michigan
$17K -$1.56K -6 -9%
GAM
1193
Gemmer Asset Management
California
$17K – – –
CCM
1194
Copeland Capital Management
Pennsylvania
$17K +$15.6K +60 New
SWM
1195
Sugarloaf Wealth Management
Georgia
$16K – – –
SIM
1196
Sonora Investment Management
Arizona
$15K -$1.56K -6 -10%
HCP
1197
Hexagon Capital Partners
Arkansas
$15K – – –
IFAM
1198
Institutional & Family Asset Management
Colorado
$15K – – –
JWA
1199
JFS Wealth Advisors
Pennsylvania
$15K – – –
ACM
1200
Allred Capital Management
Texas
$13.2K +$12.2K +47 New
46 47
48
49 50